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

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FPA announces new appointments to Board

The Financial Planning Association of Australia (FPA) is pleased to announce Alison Henderson CFP® and David Sharpe CFP® have been re-elected to its Board, and welcomes William Johns CFP® as a new Board member. Ms Henderson and Mr Sharpe will commence their second term on the FPA Board, while Mr Johns, a long-standing member of the FPA […]

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FASEA Code of Ethics – less than 50 business days to go and still no consultation

The Financial Adviser Standards and Ethics Authority (FASEA) has yet to consult with industry, and with less than 50 business days remaining until the Code of Ethics is due to commence FASEA has not consulted with one financial planner[1], according to the Financial Planning Association of Australia (FPA). The FPA called on FASEA in February […]

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Awards finalists announced ahead of FPA Professionals Congress

The Financial Planning Association of Australia (FPA) has revealed the shortlist for all six categories of the 2019 FPA Awards ahead of the presentation at the FPA Professionals Congress in Melbourne.

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FPRJ announces winners of new financial planning research awards

Editors of the Financial Planning Research Journal (FPRJ), published by Griffith University on behalf of the Financial Planning Association of Australia (FPA), have announced the winners of three new research awards for 2018-19.

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Associations respond to Government’s decision on code monitoring

The heads of Australia’s six leading professional associations for financial advisers have expressed disappointment in the timing of the Government’s decision today to not proceed with code monitoring, just a month before all financial advisers are due to have registered. The associations have urged the Government to work with them on a new disciplinary system […]

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Around the world and how to pay

See the world without breaking the bank this World Financial Planning Day Australians love to travel – and we are among the biggest travel spenders in the world. But we’re not financing our travel well and we’re returning home with phones full of pictures and wallets full of debt, according to the Financial Planning Association […]

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Raise funds for young Australians by supporting 2019 Future2 Wheel Classic and Hiking Challenge

The Future2 Foundation (Future2), the philanthropic arm of the Financial Planning Association of Australia (FPA), is calling for riders and hikers to join them on two different outdoor adventures exploring Victoria’s mountains and coastline this November.   Open to financial planners and guests, the 2019 Future2 Wheel Classic and Hiking Challenge raises funds for Future2’s […]

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Inquiry into FinTech a boon for Australian consumers

The Financial Planning Association of Australia (FPA) welcomes the creation of a Senate Select Committee on Financial Technology and Regulatory Technology as recognition of the critical roles Fintech and RegTech play in delivering affordable, high-quality financial advice to Australian consumers. The motion to form the dedicated Senate Committee was proposed by NSW Senator Andrew Bragg […]

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Government extends FASEA deadlines

Exam deadline extended by 12 months to 1 January 2022 and education deadline extended by 24 months to 1 January 2026. The Financial Planning Association of Australia (FPA) welcomes the Government’s announcement that it will give existing financial planners more time to pass the Financial Adviser Standards and Ethics Authority (FASEA) exam and comply with […]

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ASIC report shows growing demand for financial advice

New research from ASIC (Australian Securities and Investments Commission) has revealed 41 per cent of Australians intend to get financial advice in the future. This supports the findings of research conducted by Investment Trends in September 2018 that showed 51 per cent of Australians have an unmet advice need.

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