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

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FPA lodges expression of interest to ASIC to establish a Code Monitoring Body

The Financial Planning Association of Australia (FPA) has lodged an expression of interest to ASIC this week to administer and enforce a compliance scheme for higher education and ethics standards across the financial planning profession. It has established a separate legal entity called Code Monitoring Australia Pty Ltd to run the proposed Compliance Scheme for FPA […]

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Awards finalists revealed ahead of FPA Professionals Congress

The Financial Planning Association of Australia (FPA) has announced the shortlist for all six categories of the 2018 FPA Awards ahead of the presentation ceremony at FPA Professionals Congress in Sydney . The FPA Awards recognise the achievements of outstanding financial planners, paraplanners, students and practices, and celebrate the individuals and businesses who go above […]

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FPA Board announces Marisa Broome CFP® as new Chair

The Board of the Financial Planning Association of Australia (FPA) today announced that Marisa Broome CFP® will take over as Chair from Neil Kendall CFP® when his term concludes on 21 November 2018. Incoming Chair Marisa Broome’s career in financial services spans over 30 years and she has served as an FPA Board member since […]

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FPA Conduct Review Commission hands down determination for Sam Henderson case

The Financial Planning Association of Australia (FPA) independent disciplinary body, the Conduct Review Commission (CRC), has found Sam Henderson breached the FPA’s Code of Professional Practice (FPA Code). The CRC’s Determination was published today. The CRC found that nine out of the ten alleged breaches of the FPA Code were proven. Information in relation to […]

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Plan Well to Live Well on World Financial Planning Day, says FPA

Six steps to finding a financial planner The Financial Planning Association of Australia (FPA) is urging Australians to “plan well to live well” as part of global efforts to raise consumer awareness of the value of financial planning on World Financial Planning Day (#WFPD) , Wednesday, 3 October 2018. Launched by the Financial Planning Standards […]

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Financial planning needs more women, says FPA

Adelaide to host FPA Women in Wealth event for the first time The Financial Planning Association of Australia (FPA) is playing its part in attracting more women to the financial planning profession by fostering community, innovation and leadership amongst financial planners at a series of networking events included in its Women in Wealth program. FPA […]

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FPA appoints Ken Whitton CFP® to strengthen Professional Practice program

The Financial Planning Association of Australia (FPA) is pleased to announce the appointment of Ken Whitton CFP® to the newly created role of Professional Practice Manager – established to focus on growing the FPA’s Professional Practice program. Mr Whitton was appointed on 3 September 2018 and his role will be to assist FPA Professional Practices […]

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Big win for consumers: Financial planners to sign statutory declarations under commonwealth legislation

From today, financial planners and financial advisers have been granted status to sign statutory declarations under commonwealth legislation. The Financial Planning Association of Australia (FPA) secured recognition of financial planners and financial advisers as additional categories of people who are authorised to witness a Commonwealth statutory declaration, in the new Statutory Declarations Regulations 2018. The […]

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FPA releases its complete set of recommendations to FASEA

The Financial Planning Association of Australia (FPA) has today publicly shared copies of its final recommendations that were submitted to the Financial Adviser Standards and Ethics Authority (FASEA) at the close of last month, calling for enhancements to the proposed guidance on the framework for financial advisers. The FPA received over 7,000 responses from its […]

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No Pocket Money for More Than a Quarter of Aussie Kids

“New FPA research reveals average pocket money for kids aged 4-18 years old” One in seven lucky teenagers get $40 or more of pocket money each week, according to new research released by the Financial Planning Association (FPA) of Australia this Financial Planning Week. The “Share the Dream: raising the Invisible-Money Generation” report, found that […]

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