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FPEC announces winners of the 2017 Financial Planning Academic Research Grants

The Financial Planning Education Council (FPEC) has announced the four winners of the 2017 FPEC Academic Research Grants that include academics from Deakin University, Griffith University and RMIT. The FPEC Academic Research Grants are jointly sponsored by the Financial Planning Association of Australia (FPA), AMP and NAB, and recognise those that have demonstrated a commitment […]

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FPA submission supports strengthening penalties for unlicensed operators

The Financial Planning Association of Australia (FPA) has submitted recommendations to the ASIC Enforcement Review to increase the proposed penalty for unlicensed operators, to support the professionalisation of the financial planning profession. The FPA in principle supports the ASIC Enforcement Review’s Positions Paper 7, entitled “Strengthening Penalties for Corporate and Financial Sector Misconduct”. The Paper […]

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FPA Congress inspires financial planners to embrace change

The Financial Planning Association of Australia (FPA) attracted over 1,100 delegates from around the country to its sold out 2017 FPA Professionals Congress in Hobart last week where financial planners were encouraged and equipped to embrace technological, social and regulatory change. The Future2 celebration at MONA (Museum of Old and New Art) and the Women […]

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FPA encourages financial planners to explore fintech solutions that improve client engagement, drive cost reduction and boost operational efficiency

A new Fintech report from the Financial Planning Association of Australia (FPA), entitled ‘Mapping Fintech to the Financial Planning Process: Why Fintech is not a Threat’, proposes that through the appropriate adoption of fintech, financial planners can achieve greater revenue generation, reduce client costs, and serve more clients with differing levels of advice needs and […]

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FPA philanthropy at the heart of the financial planning profession

As nineteen cyclists from across Australia complete their gruelling seven-day, 726km fundraising ride in Hobart yesterday, we are reminded of the passion and commitment shown by members of the Financial Planning Association of Australia (FPA) to help those in need. This year, another ten FPA members also took part in extreme hiking challenges in Tasmania, […]

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Australia’s top performing financial planners honoured at FPA Congress

The Financial Planning Association of Australia (FPA) has announced the winners of the 2017 FPA Awards, Gwen Fletcher Memorial Award, and Future2 Community Service Award at the opening keynote session of the FPA Professionals Congress today in Hobart. Taking out the coveted FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award is Michael Hayward CFP® […]

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AFL legend Shane Crawford to join Tasmanian cycling challenge

Nineteen cyclists from across Australia will set off tomorrow from Devonport in Tasmania for the 2017 Future2 Wheel Classic, raising money for the Financial Planning Association’s (FPA) Future2 Foundation. The seven-day, 726km fundraising ride will go from north to south, taking an inland route via Cradle Mountain and Queenstown to arrive in Hobart in time […]

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Future2 grants $823,000 for disadvantaged young Australians

Future2, the philanthropic arm of the Financial Planning Association of Australia (FPA), has awarded $133,000 in grants this year to community not-for-profit organisations with programs for socially and financially disadvantaged young Australians. Grants have been awarded to 14 charity organisations across Australia in regional and metro areas, each endorsed by a local FPA member. Future2 […]

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FPA welcomes FASEA’s announcement to adopt FPEC

The Financial Planning Association of Australia (FPA) welcomes the Financial Adviser Standards and Ethics Authority (FASEA) announcement last week that clarifies its position on the qualifications that will be required for individuals entering the financial advice profession. The announcement effectively confirms that FASEA will accept the FPA’s gift of the Financial Planning Education Council (FPEC) […]

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Leading social entrepreneur to address 2017 FPA Professionals Congress

A leading voice in the provision of renewable energy, Katerina Kimmorley, will be the guest speaker for the Women in Wealth breakfast at the Financial Planning Association (FPA) Professionals Congress in Hobart. Pene Lovett, Chief Operating Officer of the FPA said Katerina’s adventurous spirit and role in co-founding Pollinate Energy, a cause driven business that […]

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