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FPA responds to draft legislation addressing Royal Commission recommendations

The Financial Planning Association of Australia (FPA) has responded to the Federal Government’s draft legislation released today, which addresses 22 of the recommendations put forward last year by the Financial Services Royal Commission. It has however cautioned that the draft legislation will have significant and real impact for financial planners. The FPA has been in […]

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FPA welcomes opportunity to consult with Treasury on current stamping fee exemption

The Financial Planning Association (FPA) welcomes the opportunity to consult with Treasury on the merits of the current stamping fee exemption in relation to listed investment entities and continues to support the removal of non-client directed fees in all financial advice services. In 2009, the FPA launched the FPA Code of Professional Practice and the […]

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FPA to launch pro bono support program for bushfire impacted Australians

Call for FPA members to sign up to provide support The Financial Planning Association of Australia (FPA) is in the process of establishing a pro bono program where members can volunteer their time to help Australians impacted by the bushfires rebuild financially. As Emergency Services continue to battle the bushfires throughout several states, the FPA […]

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FPA launches Future of the SOA digital interactive guide

The Financial Planning Association of Australia (FPA) today launched the Future of the Statement of Advice (SOA) digital interactive guide to help financial planners develop more accessible, personalised and meaningful client experiences during the advice process. Advancements in technology allow for the more efficient production of SOAs, as well as a more effective communication tool […]

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FPA welcomes AFCA approach to adviser conduct obligations

The Financial Planning Association of Australia (FPA) welcomes today’s statement from the Australian Financial Complaints Authority (AFCA) that outlines its approach to assessing adviser conduct obligations under the new Financial Adviser Code of Ethics. The new code, which comes into effect from 1 January 2020, will be overseen by a single disciplinary body which is yet […]

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Outstanding financial planners recognised at 2019 FPA Congress

The Financial Planning Association of Australia (FPA) announced the winners of the 2019 FPA Awards, Gwen Fletcher Memorial Award, and FPEC Research Grant Award at the Future2 Celebration.

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‘Breaking paper’ key to improved advice experience, says FPA

The Financial Planning Association of Australia (FPA) today presented the findings of research conducted by its Future of the Statement of Advice (SOA) Working Group at the 2019 FPA Professionals Congress in Melbourne.

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FPA releases Evolution of Advice discussion paper

Consultation now open on developing FPA’s proposed policy platform for financial planning The Financial Planning Association of Australia (FPA) has released a new discussion paper titled Evolution of Advice: The Financial Planning Profession from 2020 to 2025, and opened consultation on its proposed new policy platform. The paper considers the major issues that will affect […]

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FPA launches FPA Community peer-to-peer online forum

Professionals Congress kicks off with new tool allowing members to easily connect, collaborate and communicate From the opening keynote session of the Financial Planning Association of Australia’s (FPA) Professionals Congress, the organisation has launched a new online secure community platform that will enable its members to form deeper connections with one another and share views […]

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FPA welcomes ASIC statement on FASEA Code of Ethics

The Financial Planning Association of Australia (FPA) welcomes today’s statement from the Australian Securities and Investments Commission (ASIC) that outlines its approach to advice licensee obligations for the financial adviser code of ethics. Following significant advocacy efforts by the FPA and other professional associations to Government, ASIC and FASEA (Financial Adviser Standards and Ethics Authority), […]

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