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Future2 calling cyclists and hikers to help raise funds for young Australians in need

Future2, the philanthropic arm of the Financial Planning Association of Australia (FPA), is calling for cycling and hiking enthusiasts to join them on two different outdoor adventures exploring NSW from country to coast. The Future2 Wheel Classic and the Future2 Hiking Challenge will raise funds for Future2’s Make the Difference! Grant program that supports community […]

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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 […]

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How 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 […]

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Budget 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.” […]

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FPA 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 […]

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Future2 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 […]

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Sharon 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 […]

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1700 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 […]

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FPA 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 […]

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For 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 […]

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