News
FPA names Allen Ozdil as the Semester 1, 2020 winner of Gwen Fletcher Memorial Award
The Financial Planning Association of Australia (FPA) has named Mr Allen Ozdil of Pitcher Partners in Melbourne, Victoria, as the Semester 1, 2020 winner of the Gwen Fletcher Memorial Award.
Read MoreTax Practitioners Board and FPA sign new MOU
In the first agreement of its kind between the Tax Practitioners Board (TPB) and one of its recognised professional associations, a new Memorandum of Understanding (MOU) has been signed with the Financial Planning Association of Australia (FPA). TPB Chair, Mr Ian Klug AM, said the MOU will facilitate information exchange about matters of mutual interest […]
Read MoreFPA launches Virtual Congress masterclass series for 2020
The Financial Planning Association of Australia (FPA) is pleased to announce the 2020 FPA Virtual Congress masterclass series, which will go live on 6 July. The FPA is offering its Congress format as a virtual event for the first time in response to the COVID-19 pandemic. It has been designed to follow the program offered […]
Read MoreFPA welcomes critical legislative milestone for financial planners
Financial planners have officially been granted more time to complete new education requirements following a successful advocacy effort by the Financial Planning Association of Australia (FPA). The FPA has long supported the extension on behalf of its members and welcomes the passing of the Treasury Laws Amendment (2019 Measures No.3) Bill 2019. The Bill amends […]
Read MoreFPA calls for ASIC to stop financial planner fee gouging
The Financial Planning Association of Australia (FPA) has urged the corporate regulator to reconsider a 38% increase to the ASIC industry funding levy for financial planners as the nation enters its first recession in 29 years. On Friday, 12 June, ASIC released for consultation its Cost Recovery Implementation Statement 2019-20 (CRIS), which has been prepared […]
Read MoreFPA 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.
Read MoreFPA 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.
Read MoreMajor 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 […]
Read MoreFPA 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 […]
Read MoreTreasury 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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