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

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Media statement regarding Melissa Caddick

The FPA extends our sympathies to Melissa Caddick’s family. We are also acutely aware of the pain and suffering experienced by the victims of Melissa’s alleged fraud. I would like to call your attention to recent media reports referring to Melissa Caddick as a financial planner. This is factually incorrect – Melissa Caddick is not […]

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FPA names first 2021 winner of Gwen Fletcher Memorial Award

The FPA has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award.

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David Sharpe CFP® named as FPA Deputy Chair

Following a formal vote of the FPA Board last week, we are delighted to announce that current FPA Board member David Sharpe CFP® has been appointed as FPA Deputy Chair. David continues as a longstanding member of the FPA Board since November 2016 and is a CERTIFIED FINANCIAL PLANNER® professional who runs his own financial […]

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FPA calls for review of unsustainable ASIC levy as the regulator seeks guidance on affordable advice

The FPA has made six recommendations in its Budget Submission 2021-22 aimed at addressing the rapidly increasing cost of practicing as a financial planner.

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FPA welcomes Senator the Hon Jane Hume’s expanding role

The FPA congratulates Senator the Hon Jane Hume, who has been elevated to the Ministry as Minister for Superannuation, Financial Services and the Digital Economy and has assumed responsibility of the broader digital economy portfolio to compliment her existing financial technology, superannuation and financial services portfolios.  

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Use of the terms financial planner and financial adviser

After over a decade of advocacy by the FPA, the use of the terms financial planner and financial adviser are restricted within the law to those authorised to provide financial advice and listed on the ASIC Financial Adviser Register.

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FPA welcomes announced changes on FASEA

The FPA welcomes the Morrison Government’s announcement that FASEA will be wound down and its role to be divided between Treasury and ASIC’s Financial Services and Credit Panel (FSCP) to become a single disciplinary body for the profession.

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Financial Planning Education Council announces the winners of the 2020 Financial Planning Academic Research Grants

The Financial Planning Education Council (FPEC) has announced Queensland University of Technology (QUT) and University of South Australia (UniSA) as the two winners of the 2020 FPEC Academic Research Grants.

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FPA makes additional appointment to its Board

The FPA has announced the appointment of Diana D’Ambra to the Board as an additional director, and Chair of the Board Audit and Risk Committee, as announced at the FPA AGM last week.

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Future2 Foundation increases grants to disadvantaged young Australians in 2020

The Future2 Foundation, the foundation of the Financial Planning Association of Australia (FPA), has awarded $199,769 in new grants to 20 not-for-profit organisations in 2020, an increase of nearly 5 per cent over last year. Future2 has now committed $1,394,981.00 in grants since its inception in 2007. FPA members endorse every dollar awarded by the […]

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