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

News


Strength in numbers: FPA’s national roadshows support members with advocacy and new risk advice guidance

The Financial Planning Association of Australia (FPA) has almost rounded off its national roadshows, actively supporting the profession to manage evolving legislation including the launch of new guidance on providing best practice risk advice. Over 2000 members have registered to attend the roadshows held across regional towns and capital cities throughout April and May to […]

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Professional registration should be at the heart of new disciplinary model

The FPA welcomes the Government’s proposal to establish a new disciplinary function for financial planners but is calling for further refinement to improve the model, including the creation of a true professional registration for financial planners.

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FPA welcomes greater flexibility in superannuation and aged care support announced in 2021 Federal Budget

The FPA welcomes a number of necessary changes to superannuation and aged care outlined tonight in the 2021 Federal Budget.

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Raise funds for young Australians by supporting Future2 Community Challenge this May

The Future2 Foundation (Future2), the philanthropic arm of the Financial Planning Association of Australia (FPA), is delighted to present the 2021 Future2 Community Challenge, designed to get the FPA community moving to raise funds for young Australians facing social, physical or financial hardship.

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Media statement in response to ASIC regarding findings from consumer research on ‘General Advice’ label

The FPA is disappointed ASIC has decided not to make any recommendations to the Government to address the harm caused by consumers misunderstanding the term ‘general advice’.

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FPA launches Best Practice File Note Guidance for financial planners

The FPA has released a new guidance on file notes to better help its members manage record keeping, in response to consumer complaints that highlighted gaps in records. The new guidance provides innovative ways for financial planners to create file notes, including a number of apps that can capture client communications using video or audio […]

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Response to the government’s release of the draft Single Disciplinary Body legislation for financial planners

The FPA welcomes the release of the draft legislation for the Single Disciplinary Body (SDB) for financial planners, which is an important reform for the profession.

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Shameful ASIC fee increase warrants immediate review

Five of Australia’s largest financial advice industry associations have condemned an increase in financial adviser licence fees as “shameful” and called for an immediate review of the ASIC industry funding model. The fee hike, published by ASIC yesterday, represents an increase of 160 per cent over two years for financial advisers. Meanwhile, the number of […]

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Media statement regarding Melissa Caddick

The FPA extends our sympathies to Melissa Caddick’s family. We are also acutely aware of the pain and suffering experienced by the victims of Melissa’s alleged fraud. I would like to call your attention to recent media reports referring to Melissa Caddick as a financial planner. This is factually incorrect – Melissa Caddick is not […]

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FPA names first 2021 winner of Gwen Fletcher Memorial Award

The FPA has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award.

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