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

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Parents lie and borrow money from their kids

“New research reveals four money-parent personalities” New research released by the Financial Planning Association (FPA) of Australia confirms frequent money talks help raise financially savvy kids. It also shows 38% of Australian parents have borrowed money from their child’s piggy bank or bank account for urgent expenses, and 29% admit to lying to their children […]

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Parents struggle to raise Invisible-Money Generation kids

“3 in 5 Australian parents believe their children will be financially worse off” The Financial Planning Association (FPA) of Australia has identified a new generation of children and teenagers born since the Year 2000 it calls the “Invisible-Money Generation” — those aged 18 years and below for whom money is often unseen in the form […]

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Groundbreaking US author and financial expert to speak at 2018 FPA Professionals Congress

The Financial Planning Association of Australia (FPA) is delighted to announce that American author and financial services expert Mitch Anthony has been confirmed as a keynote speaker for the 2018 FPA Professionals Congress, taking place in Sydney on the 21-23 November 2018. Recognised around the globe for his pioneering work in life-centred planning, Mitch Anthony […]

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Calling all FPA members: Nominations for 2018 FPA Awards open

The Financial Planning Association of Australia (FPA) is calling for FPA members to make submissions for the 2018 FPA Awards, a program that recognises excellence in financial planning and the notable contributions made by members to local communities. The Awards acknowledge the achievements of outstanding planners, paraplanners, students and practices, and celebrate the individuals and […]

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Leading American change-maker to address 2018 FPA Professionals Congress

The Financial Planning Association of Australia (FPA) is excited to announce that inspirational American philanthropist and change-maker Alex Sheen has been confirmed as the first of the keynote speakers for the 2018 FPA Professionals Congress, taking place in Sydney on the 21-23 November. This is Mr Sheen’s first visit to Australia. Founder of the international […]

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FPA congratulates FASEA on releasing consultation papers

The Financial Planning Association of Australia (FPA) congratulates the Financial Adviser Standards and Ethics Authority (FASEA) for releasing the remaining consultation papers which finally provide financial planners with a sense of direction as to what the minimum standards will be. Commenting on the newly released consultation papers, Dante De Gori CFP®, CEO of the FPA […]

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FPA responds to ABC Four Corners ‘Money for Nothing’ report

As the peak representative body for the financial planning profession, the Financial Planning Association (FPA) of Australia is unequivocal in its response to the important program that aired on ABC Four Corners on Monday 23 July. The FPA does not condone any situation where a client is charged fees for no service or given advice […]

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FPA calls for financial advice education to be recognised by FASEA

The Financial Planning Association of Australia (FPA) submitted recommendations to the Financial Adviser Standards and Ethics Authority (FASEA) on Friday 29 June in response to its consultation paper on the proposed guidance on education pathways for all financial advisers. The submission is based on the feedback of 3,393 FPA members who responded to the FPA’s survey […]

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FPA responds to ASIC SMSF report

The Financial Planning Association of Australia (FPA) acknowledges the findings of ASIC’s report into self-managed superannuation fund (SMSF) member experiences and supports the practical tips it provides to financial planners to improve the quality of SMSF advice they give to clients. ASIC Report 575 SMSFs: Improving the quality of advice and member experiences engaged an […]

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FPA clarifies its position on licensing

Following the publication of a recent media article, the FPA would like to clarify its position on licensees and the licensing system. “Licensee/dealer groups play an important role in supporting financial planners so that they can provide best practice quality advice to their clients,” said Dante De Gori CFP®, CEO of the FPA. “The FPA does […]

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