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New online matching service helps find your perfect money and life CERTIFIED FINANCIAL PLANNER® partner

The Financial Planning Association of Australia (FPA) has launched a new ‘Match My Planner’ online matching service to help Australians find a CERTIFIED FINANCIAL PLANNER® professional to meet their personal money and life needs. The service is now available from the FPA’s Money & Life website.

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Netball World Cup superstars headline FPA Women in Wealth 2019

The Financial Planning Association of Australia (FPA) is delighted to announce its 2019 Women in Wealth event series will be headlined by sporting superstars, 2019 World Cup competitors and GIANTS Netball team mates, Caitlin Bassett and Jo Harten.

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Is the CFP® designation still relevant?

If you’re on the fence about whether to pursue your CERTIFIED FINANCIAL PLANNER® designation, given all the changes underway, Dante De Gori, FPA CEO explains the importance of the designation.

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FPA announces latest winner of Gwen Fletcher Memorial Award

The Financial Planning Association of Australia (FPA) is delighted to announce Ms Raquel Netto AFP® of The Wealth Mentoring Group in Hampton, Victoria, as the Semester 1 2019 winner of the Gwen Fletcher Memorial Award.

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FPA Wellbeing program launched to support mental health as members transition to new professional standards

The FPA has announced the launch of FPA Wellbeing, a free comprehensive health and wellbeing program providing confidential support by qualified counsellors and psychologists for FPA members.

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FPA welcomes financial services focus in new Morrison Government

The FPA welcomes the appointment of Senator Jane Hume as Assistant Minister for Superannuation, Financial Services and Financial Technology as a clear indication of a strategic focus on financial services in the re-elected Coalition Government.

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Financial planners asked to nominate charities for 2019 Future2 Foundation grants

The Future2 Foundation, the philanthropic arm of the FPA, has opened applications for its 2019 Make the Difference! Grant program that supports young Australians aged 12 to 25 years experiencing social, financial or physical hardship.

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FPA launches Pronup campaign for CERTIFIED FINANCIAL PLANNER® professionals to help more Aussie couples stay together

The FPA has launched the Pronup concept via a national CFP® advertising campaign. The campaign is a new way for CFP professional members to engage in conversation with potential new clients about the meaningful difference they make in people’s lives, in this case, to strengthen their relationships and future.

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FPA raises concerns about impact of AFCA legacy complaints rule changes on professional indemnity market

The FPA has raised concerns about the Australian Financial Complaints Authority’s (AFCA) proposed legacy complaints rule changes and the potential impact they will have on the professional indemnity (PI) costs for financial planners.

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FPA appoints Dale Boucher as new Chair of Conduct Review Commission

The Financial Planning Association of Australia (FPA) has announced the appointment of Dale Boucher as Chair of its Conduct Review Commission (CRC), with outgoing Chair Graham McDonald remaining a CRC member in the role of Deputy Chair. The CRC is an independently chaired tribunal that hears and determines disciplinary complaints, holding FPA members accountable to […]

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