The Financial Planning Association of Australia The Financial Planning Association of Australia

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FPA announces latest winner of Gwen Fletcher Memorial Award

The Financial Planning Association of Australia (FPA) has today announced Bronnie Abraham of Brisbane-based advice firm Dolfinwise as the latest winner of the Gwen Fletcher Memorial Award. Ms Abraham, who has been advising for over seven years, received the accolade for being the highest performing student in the final unit of the CFP® Certification Program. […]

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FPA to launch Pro Bono Program with Cancer Council

The Financial Planning Association of Australia (FPA) has today announced that it will launch a pilot Pro Bono Financial Planning Referral Service with Cancer Council. The nationally structured referral program will help families affected by cancer who are unable to afford the cost of financial advice, by connecting them with financial planners who can provide […]

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Financial planners up for the challenge at FPA Professionals Congress in Hobart

The Financial Planning Association of Australia (FPA) has announced registrations are now open for the 2017 FPA Professionals Congress, to be held in Hobart from 22-24 November. Amid the spectacular scenery of Tasmania, this year’s Congress promises to be both inspiring and challenging for all involved, providing the opportunity for FPA members and the wider […]

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New education standards a hot topic as FPA Roadshow gathers momentum

Financial planners continue to gather for the 2017 Financial Planning Association of Australia (FPA) National Roadshow, taking place at 33 locations around the country. This week, the Roadshow visits six locations including Brisbane, Sydney and Melbourne – attracting almost 700 registrations for Melbourne alone. Speaking about the Roadshow so far, Dante De Gori CFP®, FPA […]

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A levy here, a levy there – FPA responds to mixed Budget

The Financial Planning Association of Australia (FPA) welcomed measures to encourage older property owners to downsize in the Federal Budget, but cited concerns with increased complexity to the superannuation system. FPA CEO Dante De Gori CFP® said: “A person aged 65 or over will be able to make a non-concessional contribution to superannuation of up […]

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FPA announces new Chair for Conduct Review Commission

The Financial Planning Association of Australia (FPA) has announced the appointment of Graham McDonald as Chair of its Conduct Review Commission (CRC), and Dale Boucher as Deputy CRC Chair. The CRC is an independently chaired tribunal that hears and determines disciplinary complaints, holding FPA members accountable to high standards of ethics and professionalism. These appointments […]

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FPA launches new campaign to highlight benefits of financial advice for all Australians

The Financial Planning Association of Australia (FPA) has launched a new national advertising campaign designed to promote the benefits of financial advice by a CERTIFIED FINANCIAL PLANNER® (CFP) professional. Running from 24 April until June, the 2017 campaign aims to dispel the myth that financial planning is just for the wealthy, by demonstrating the ways […]

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FPA congratulates Government on Financial Adviser Standards and Ethics Authority appointments

The Financial Planning Association of Australia (FPA) welcomes the Government’s announcement of a new body, the Financial Adviser Standards and Ethics Authority (FASEA), that will be responsible for governing the conduct of professionals in the financial advice sector. Commencing on July 1, FASEA will set mandatory educational and training requirements, develop and set a national […]

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FPA joins forces with FEW to support growth of female financial planners

The Financial Planning Association of Australia (FPA) and Financial Executive Women (FEW) have announced an alliance to advance the progression of women in financial planning. Commenting on the alliance, FPA CEO Dante De Gori said, “We believe it is vital that we nurture and grow our profession, by supporting those who commit to high professional […]

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FPA advocates for affordable financial advice

In a pre-budget submission to Federal Government, the Financial Planning Association of Australia (FPA) is recommending that the preparation of an initial financial plan, and ongoing management fees or annual retainer fees, should be tax deductible. Currently, a fee for service arrangement for the preparation of an initial financial plan is stated by the Australian […]

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