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

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FPA unveils new consumer advertising campaign tackling the COVID-19 crisis

The Financial Planning Association of Australia (FPA) has launched a timely campaign, called ‘Ask a CFP® professional’, designed to amplify the critical role that financial planning professionals play during this global health and financial crisis.

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FPA welcomes debate of its five-year strategy

The Financial Planning Association of Australia (FPA) welcomes the ongoing debate and discussion of its five-year roadmap and policy platform, which has been supported by members and sparked constructive dialogue with industry stakeholders.

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Major overhaul of AFSL system required to reflect new era of professionalism in financial planning

The Financial Planning Association of Australia (FPA) today launches its five-year policy platform by recommending a professional registration for individual financial planners replace the current system that requires an Australian Financial Services License (AFSL) to provide advice. The FPA today revealed the cornerstone of its ground-breaking policy platform that if enacted will overhaul the way […]

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FPA unveils five-year roadmap for financial planning

The Financial Planning Association of Australia (FPA), the nation’s peak professional body for financial planners, today unveiled its 2025 Strategic Roadmap, detailing three priorities that will guide its activity over the coming years. The five-year strategic roadmap will officially start from 1 July and focuses on three core pillars of focus – Members, Advocacy and […]

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Treasury consultation of stamping fee exemption

Media statement in response to the Morrison Government’s response to Treasury consultation of stamping fee exemption The Financial Planning Association welcomes the removal of the exemption that allows stamping fees on listed investment entities, and now calls on the Senate to urgently turn its attention to the FASEA extension bill that was recently delayed. We welcome […]

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FPA launches free guide for consumers to plan their life on the other side of the pandemic

Recognising the financial uncertainty that COVID-19 has caused in the lives of many Australians, the Financial Planning Association of Australia (FPA) has released a free guide Financial planning in uncertain times to help consumers manage their finances during the crisis. The guide equips Australians with valuable tips and advice from the global community of CFP® […]

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FPA response to deferral of Royal Commission recommendations due to COVID-19

The FPA welcomes the Government’s clarity on the timings around the measures the Government had indicated it would introduce into the Parliament by 30 June 2020. However, given the current uncertain environment, the FPA believes the Government should remain open to reviewing the timeline as we progress through the next stage of this global health and […]

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Senator the Hon Jane Hume confirms FASEA extension legislation is on the Senate’s agenda in live FPA webinar

Senator the Hon Jane Hume, Assistant Minister for Superannuation, Financial Services and Financial Technology, joined FPA CEO, Dante De Gori CFP®, in a live webinar on 7 May, to provide FPA members with an update on the current issues in financial planning, the Government’s response to the Financial Services Royal Commission and the future of […]

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Strong demand for early super access prompts FPA to launch digital Record of Advice solution for members

The Financial Planning Association of Australia (FPA) has today announced the availability of digital versions of the Record of Advice (ROA) solution ‘template’ to support members who have been inundated with requests for advice, following strong demand for early super access.

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Financial planners asked to nominate their local charities for 2020 Future2 Foundation grants

The Future2 Foundation, the philanthropic arm of the Financial Planning Association of Australia (FPA), has opened applications for its 2020 Make the Difference! Grants program that supports young Australians aged 12 to 25 years experiencing social, financial or physical hardship. Financial planners can contribute to Future2 by nominating their local charities for the annual grants […]

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