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FPA to launch pro bono support program for bushfire impacted Australians

Call for FPA members to sign up to provide support The Financial Planning Association of Australia (FPA) is in the process of establishing a pro bono program where members can volunteer their time to help Australians impacted by the bushfires rebuild financially. As Emergency Services continue to battle the bushfires throughout several states, the FPA […]

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FPA launches Future of the SOA digital interactive guide

The Financial Planning Association of Australia (FPA) today launched the Future of the Statement of Advice (SOA) digital interactive guide to help financial planners develop more accessible, personalised and meaningful client experiences during the advice process. Advancements in technology allow for the more efficient production of SOAs, as well as a more effective communication tool […]

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FPA welcomes AFCA approach to adviser conduct obligations

The Financial Planning Association of Australia (FPA) welcomes today’s statement from the Australian Financial Complaints Authority (AFCA) that outlines its approach to assessing adviser conduct obligations under the new Financial Adviser Code of Ethics. The new code, which comes into effect from 1 January 2020, will be overseen by a single disciplinary body which is yet […]

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Outstanding financial planners recognised at 2019 FPA Congress

The Financial Planning Association of Australia (FPA) announced the winners of the 2019 FPA Awards, Gwen Fletcher Memorial Award, and FPEC Research Grant Award at the Future2 Celebration.

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‘Breaking paper’ key to improved advice experience, says FPA

The Financial Planning Association of Australia (FPA) today presented the findings of research conducted by its Future of the Statement of Advice (SOA) Working Group at the 2019 FPA Professionals Congress in Melbourne.

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FPA releases Evolution of Advice discussion paper

Consultation now open on developing FPA’s proposed policy platform for financial planning The Financial Planning Association of Australia (FPA) has released a new discussion paper titled Evolution of Advice: The Financial Planning Profession from 2020 to 2025, and opened consultation on its proposed new policy platform. The paper considers the major issues that will affect […]

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FPA launches FPA Community peer-to-peer online forum

Professionals Congress kicks off with new tool allowing members to easily connect, collaborate and communicate From the opening keynote session of the Financial Planning Association of Australia’s (FPA) Professionals Congress, the organisation has launched a new online secure community platform that will enable its members to form deeper connections with one another and share views […]

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FPA welcomes ASIC statement on FASEA Code of Ethics

The Financial Planning Association of Australia (FPA) welcomes today’s statement from the Australian Securities and Investments Commission (ASIC) that outlines its approach to advice licensee obligations for the financial adviser code of ethics. Following significant advocacy efforts by the FPA and other professional associations to Government, ASIC and FASEA (Financial Adviser Standards and Ethics Authority), […]

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FASEA CEO to address FPA Congress on Code of Ethics

The Financial Planning Association of Australia (FPA) has today announced Stephen Glenfield, CEO of the Financial Adviser Standards and Ethics Authority (FASEA), will provide an update on the FASEA Code of Ethics at the FPA 2019 Professionals Congress in Melbourne.

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Financial planners set off on Future2 Wheel Classic and Hiking Challenge in Victoria

The 2019 Future2 Wheel Classic charity bike ride will set off from Melbourne’s DISC Velodrome on Friday 22 November, aiming to surpass previous years’ fundraising efforts for the Future2 Foundation, the philanthropic arm of the Financial Planning Association of Australia (FPA). Now in its 10th year, the Wheel Classic will feature 18 financial planners and […]

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