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

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FPA joins forces with FEW to support growth of female financial planners

The Financial Planning Association of Australia (FPA) and Financial Executive Women (FEW) have announced an alliance to advance the progression of women in financial planning. Commenting on the alliance, FPA CEO Dante De Gori said, “We believe it is vital that we nurture and grow our profession, by supporting those who commit to high professional […]

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FPA advocates for affordable financial advice

In a pre-budget submission to Federal Government, the Financial Planning Association of Australia (FPA) is recommending that the preparation of an initial financial plan, and ongoing management fees or annual retainer fees, should be tax deductible. Currently, a fee for service arrangement for the preparation of an initial financial plan is stated by the Australian […]

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FPA acknowledges findings of ASIC report into how large institutions oversee financial advisers

The Financial Planning Association of Australia (FPA) acknowledges the findings of ASIC’s review into how Australia’s largest financial advice firms have dealt with poor advice and non-compliant financial advisers in the past. ASIC Report 515 ‘Financial advice: Review of how large institutions oversee their advisers’ concludes that while Australia’s big banks have improved their systems and […]

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FPA Roadshows to guide planners on the path to higher professional standards

The 2017 Financial Planning Association of Australia (FPA) National Roadshow will provide members with the chance to learn more about the FPA Professional Ongoing Fees Code and hear the latest news on legislative developments impacting the profession. Kicking off in Frankston, south-east Melbourne on Wednesday 26 April, the 2017 FPA Roadshow will visit 33 locations […]

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Corporations Amendment (Life Insurance Remuneration Arrangements) Bill 2016 passes through Parliament

The Financial Planning Association of Australia (FPA) welcomes the clarity provided through the passing of the Corporations Amendment (Life Insurance Remuneration Arrangements) Bill 2016 by Parliament today. Ben Marshan CFP®, Head of Policy and Government Relations, said the passing of the legislation brings an end to the ongoing uncertainty for FPA members and their clients: […]

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FPA congratulates Government on passing of Professional Standards and Education legislation

The Financial Planning Association of Australia (FPA) welcomes the clarity provided through the passing of the Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016 by Parliament on Tuesday. Commenting on the passing of the legislation, Dante De Gori CFP®, CEO of the FPA, said the legislation will provide assurance to consumers that their financial […]

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FPA bans member for professional standards breach

The Financial Planning Association of Australia (FPA) has expelled a member for cheating during his final attempt at the CERTIFIED FINANCIAL PLANNER® (CFP®) certification exam. The Conduct Review Commission (CRC) found Shylesh Sriranjan of Melbourne guilty of breaching the FPA’s Code of Ethics and Professional Practice by using information obtained from another exam candidate during […]

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FPA Congress sets financial planners on growth trajectory

The Financial Planning Association of Australia (FPA) attracted over 1,000 delegates from around the country to the 2016 FPA Professionals Congress in Perth from 23-25 November, where the ‘Future Ready’ theme was enthusiastically embraced by the financial planning community. The sold out Future2 Gala Dinner and the record attendance at the Women in Financial Planning […]

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TPB recognises CFP® Certification Program as approved course in Australian Tax Law

The Financial Planning Association of Australia (FPA) has secured recognition for the CFP® Certification Program as an approved course in Australian Tax Law by the Tax Practitioners Board (TPB). CFP® professionals who have completed units CFP 1-5 after 1 January 2016, will be deemed to have completed the Australian Tax Law subject, and will only […]

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Future2 grants over $147,000 for disadvantaged young Australians

Future2, the philanthropic arm of the Financial Planning Association of Australia (FPA), has awarded over $147,000 in grants this year to community not-for-profit organisations with programs for socially and financially disadvantaged young Australians. It represents an almost 30 percent increase on the $115,000 awarded by Future2 last year through its Future2 Make the Difference! annual […]

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