News
Financial planners asked to nominate their favourite charity
Future2, the philanthropic arm of the Financial Planning Association of Australia (FPA), is calling for FPA members to nominate a local not-for-profit organisation for its Make the Difference! Grants program. FPA COO Pene Lovett, says the $823,000 in grants that Future2 has given out since 2007 has funded life changing projects. “Through the generosity and […]
Read MoreHow much does it cost to see a financial planner?
Last weekend, an article titled Financial planners under fire was published in News Limited weekend papers and gave incorrect information about planner fees, following an interview with FPA CEO Dante De Gori. It said, “… advice fees could vary dramatically but $2,000-$5,000 was typical for upfront advice and a maximum of $1,000 a year for […]
Read MoreBudget 2018: A focus on minor adjustments, rather than sweeping reforms
The Financial Planning Association of Australia (FPA) welcomed measures to simplify income tax and introduce greater flexibility into the superannuation system. FPA CEO Dante De Gori CFP® said: “Offering relief from household budget pressures allows families to imagine a future in which their financial goals are met, and may even open the door to investment.” […]
Read MoreFPA confirms majority of its members are degree qualified
With over 3,200 members responding so far, results from the Financial Planning Association of Australia (FPA) member questionnaire on the recent Financial Adviser Standards and Ethics Authority (FASEA) announcements show the high level of financial planner interest in this topic, and indicate the majority of FPA members are degree qualified. The results give an early […]
Read MoreFuture2 grants $10,000 to Byron Youth Services financial literacy program
Future2, the philanthropic arm of the Financial Planning Association of Australia (FPA), has awarded a $10,000 grant to Byron Youth Services, a community not-for-profit organisation that creates, supports and leads community action for young people. The grant was awarded on Thursday 8 March in Byron Bay by FPA Far North Coast NSW Chapter Chair Shane […]
Read MoreSharon Taylor appointed as new Chair of FPEC
The Financial Planning Association of Australia (FPA) has announced the appointment of Sharon Taylor as Chair of the Financial Planning Education Council (FPEC), effective today. Ms Taylor, Associate Professor at Western Sydney University and previously Deputy Chair of FPEC, will replace Dr Mark Brimble, who stepped down from chairing FPEC on 14 February following the […]
Read More1700 FPA members respond to FASEA questionnaire in 24 hours
The Financial Planning Association of Australia (FPA) member questionnaire on the recent Financial Adviser Standards and Ethics Authority (FASEA) announcements has galvanised members into action with over 1,700 responses in the first 24 hours. The FPA had been concerned that the FASEA proposals were over-engineered and would result in less access to advice for consumers […]
Read MoreFPA gathers member feedback on FASEA’s new guidance on proposed education standards and Code of Ethics
The Financial Adviser Standards and Ethics Authority (FASEA) provided new guidance on its proposed education standard and Code of Ethics for financial planners on Tuesday 20 March. FASEA has now started the consultation period, and the Financial Planning Association of Australia (FPA) today sent its 13,700 members and affiliates an online questionnaire to gather feedback […]
Read MoreFor everyday Australians, financial advice has never looked so good
The Financial Planning Association of Australia (FPA) would like to announce that James Trethewie, ex Bachelorette contestant, is now a Celebrity Guest Contributor to the FPA Money & Life website. Much to the disappointment of viewers, “Tarzan with a calculator”, as dubbed by Bachelorette Sophie Monk, did not make it through to the final three. James […]
Read MoreEducation and professional standards in the spotlight at 2018 FPA National Roadshow
The 2018 Financial Planning Association of Australia (FPA) National Roadshow will provide members with the chance to learn more about the facts around the proposed Financial Adviser Standards and Ethics Authority (FASEA) education and professional standards. Kicking off in South East Melbourne, Victoria, on Wednesday 18 April, the 2018 FPA National Roadshow will visit 33 […]
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