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

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Awards finalists unveiled ahead of FPA Professionals Congress

The Financial Planning Association of Australia (FPA) has announced the shortlist for all six categories of the 2017 FPA Awards ahead of the presentation ceremony at FPA Professionals Congress in Hobart on 23 November. Recognising outstanding planners, paraplanners, students and practices, the awards celebrate individuals and businesses who demonstrate a commitment to delivering excellent outcomes […]

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FPA launches Women in Wealth events in Brisbane and Sydney

The Financial Planning Association of Australia (FPA) is partnering with Financial Executive Women (FEW) to present the first FPA Women in Wealth networking events in Brisbane and Sydney with support from gold sponsor, Macquarie Bank. In April this year, the FPA and FEW announced an alliance to advance the progression of women in financial planning. […]

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FPA highlights the importance of financial capability on World Financial Planning Day

The​ ​Financial​ Planning​ ​ ​Association​ ​of​ ​Australia​ ​(FPA)​ will​ ​​focus​ ​on​ ​financial​ ​literacy​ ​as​ part​​ ​of global ​ efforts​ ​ to​ ​​raise ​ consumer​ ​ awareness​ ​ and​ ​ understanding​ ​ of​ ​ financial​​  planning​ ​ for​ ​ World​ Financial​ ​Planning​ ​Day​ ​on​ ​Wednesday,​ ​4​ ​October. Australia​ ​ranks​ ​ninth​ ​in​ ​the​ ​world​ ​in​ ​terms​ ​of​ […]

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FPA joins global financial planning community to celebrate first World Financial Planning Day

The Financial Planning Association of Australia (FPA) is delighted to announce that Financial Planning Standards Board (FPSB), the global licensing body for the CERTIFIED FINANCIAL PLANNER®/CFP® designation, will host the first World Financial Planning Day on Wednesday, 4 October during the International Organization of Securities Commissions’ (IOSCO) World Investor Week. IOSCO’s World Investor Week is […]

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FPA submits financial advice competition recommendations to Productivity Commission

The Financial Planning Association of Australia (FPA) has submitted recommendations to the Productivity Commission’s inquiry into competition in the Australian financial system, designed to help enhance innovation, choice, efficiency and the quality of financial advice services for consumers. The recommendations cover a number of areas relating to the unique financial advice market. These include issues […]

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FPA’s partnership with Banqer to boost financial literacy in schools

The Financial Planning Association of Australia (FPA) has launched a partnership with Banqer, an online interactive learning tool designed to assist teaching financial literacy and help boost motivation in primary school classrooms. Schools introduced to Banqer by FPA members will have access to the online program, as well as qualified support from a financial planner. […]

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Influential couples to close out FPA Professionals Congress in style

The Financial Planning Association of Australia (FPA) is thrilled to announce the 2017 FPA Professionals Congress will conclude with a dynamic conversation featuring three influential Australian couples exploring how partnerships are built on shared values, personal goals and providing support. Waleed Aly and Dr Susan Carland, Paul and Dr Tami Roos, and Paul and Alicia […]

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What’s your money destiny?

Top 5 habits of “Go-Getters” living the Aussie dream New research reveals the money and life habits of working-age Australians most likely to be “living the dream” today include waking before 7am, eating out, and engaging in meditation or other spiritual activity at least five times a week, according to the Financial Planning Association (FPA) […]

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Australians’ biggest financial regrets and how to avoid them

Generations X and Y most stressed about finances The Aussie “no worries” attitude is being challenged today with new research from the Financial Planning Association (FPA) revealing 80 per cent of working-age Australians are stressed about money and finances, with 1 in 4 indicating acute stress levels. Generations X and Y are most stressed about […]

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New research links living your dream life with financial planning

“Owning a home” slips to fourth place in Aussie dream stakes Sydney, 21-27 August 2017 (Financial Planning Week) People happiest with their lot in life are most likely to have a financial plan, according to new research released by the Financial Planning Association of Australia (FPA) today into working-age Australians truly ‘living the dream’, and […]

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