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

News


FPA welcomes the release of the terms of reference for the Quality of Advice Review

The Financial Planning Association of Australia (FPA) welcomes the release of the terms of reference for the Quality of Advice Review and the appointment of Ms Michelle Levy as the reviewer responsible for undertaking the Review. Sarah Abood, CEO of the FPA, says the FPA is looking forward to working with Ms Levy who is […]

Read More

FPA makes submission to ALRC review: calls for reduced complexity in legislation

The Financial Planning Association of Australia (FPA) has supported proposals to make financial advice law and regulation simpler which will support the provision of sustainable and accessible financial advice to more Australians, in its submission to the Australian Law Reform Commission’s (ALRC) Review of the Legislative Framework for Corporations and Financial Services Regulation – Interim […]

Read More

FPA names first 2022 winner of Gwen Fletcher Memorial Award

The Financial Planning Association of Australia (FPA) has announced Melbourne-based Senior Advice Compliance Analyst Danica Lozada of Industry Fund Services, as the first 2022 winner of the Gwen Fletcher Memorial Award.  Named after the late ‘First Lady of Financial Planning’, the award recognises the highest performing student in the CFP® Certification Unit (CFP C) for each […]

Read More

CERTIFIED FINANCIAL PLANNER® professional numbers grow globally in 2021

The number of CERTIFIED FINANCIAL PLANNER® (CFP®) professionals worldwide has grown to 203,312 (as at 31 December 2021), an increase of 5.5 per cent during the course of the year. This is double the rate of 2020 (2.5 per cent) and is also the first time the number of CFP professionals has surpassed 200,000. Australia […]

Read More

FPA welcomes passage of the retirement income covenant

The Financial Planning Association of Australia (FPA) welcomes today’s passage through the Australian Parliament of the Corporate Collective Investment Vehicle Framework and Other Measurers Bill 2021, which legislates for a new retirement income covenant. FPA Chief Executive Officer Sarah Abood said, “This legislation establishes requirements for trustees to outline to members how their superannuation fund’s retirement […]

Read More

FPA Professionals Congress rescheduled to November

The FPA is rescheduling its annual FPA Professionals Congress to November, taking place in-person at the ICC in Sydney.  It will be held on Wednesday 23 and Thursday 24 November 2022, returning Congress to its traditional timeframe. The FPA’s flagship event was originally planned for 7-8 April 2022, but following conversations with members about the current COVID situation […]

Read More

FPA calls for changes to education standards proposal

The Financial Planning Association of Australia (FPA) has recommended changes to the education standards proposal in its recent submission to Treasury. FPA chief executive officer, Sarah Abood, said the proposal made in relation to streamlining the education requirements for financial advisers, risks the professionalism journey that financial planners have been undertaking over the past decade. […]

Read More

FPA appoints new CEO

The Financial Planning Association of Australia (FPA) has appointed Sarah Abood as its new chief executive officer. Ms Abood will start the role in mid-January 2022. The appointment follows the announcement in July 2021 that Dante De Gori would step down as FPA CEO at the end of January 2022. Mr De Gori will work […]

Read More

Future2 commits over $1.5M in grants since inception

Future2, the foundation of the Financial Planning Association of Australia (FPA), has announced the awarding of $148,600 in new grants to 15 not-for-profit organisations in 2021. Future2 has now committed over $1.5M in grants since its inception in 2007. FPA members endorse every dollar awarded by the Future2 Foundation to the Future2 Make the Difference! grants program. […]

Read More

Media statement in response to media enquiry about member fees

Attributed to Marisa Broome CFP® , Chair, Financial Planning Association of Australia The FPA has found a small number of members were incorrectly charged a higher fee when upgrading their level of membership. It was due to an administrative error and the FPA will be proactively contacting the impacted individuals to arrange reimbursement.

Read More