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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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FASEA extends education credits for FPA CFP coursework

The Financial Planning Association of Australia (FPA) is delighted to announce that its application to the Financial Adviser Standards and Ethics Authority (FASEA) to extend recognition of the CERTIFIED FINANCIAL PLANNER® coursework prior to 2003 has been approved.

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Globally recognised financial planning experts to headline 2019 FPA Professionals Congress

Early bird registrations close Saturday 31 August A panel of leading financial planning experts from around the world will headline 2019 FPA Professionals Congress, taking place in Melbourne from 27 – 29 November 2019. The Financial Planning Association of Australia (FPA) is delighted to announce global experts Mitch Anthony (USA), Phil Billingham CFP® (UK), Janet […]

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FPA members to receive tuition fee discounts from education providers

The Financial Planning Association of Australia (FPA) has partnered with five higher education institutions to offer discounted postgraduate course fees for FPA members. The tuition fee discounts can be utilised by new, existing and part-time postgraduate students.

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The future is bright: Gen Z and Y would value time with a financial planner, new FPA report finds

New national data released by the Financial Planning Association of Australia (FPA) this week injects fresh optimism for the emerging profession, including an opportunity to give an intergenerational legacy gift of time with a financial planner to clients. The new Gifts That Give national research released to mark Financial Planning Week (19-25 August) shows an […]

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Code Monitoring Australia submits proposal to ASIC

The Financial Planning Association of Australia (FPA) and a consortium of five other professional associations have filed a formal submission with the Australian Securities and Investments Commission (ASIC) on behalf of Code Monitoring Australia Pty Ltd (CMA) to advance a profession-wide solution to the monitoring of the FASEA Code of Ethics. The proactive submission provides […]

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The Big Splurge: Aussies spend $20 billion on gifts

FPA urges Australia to #PlanWell to #GiveWell this Financial Planning Week  Sydney, 19 August, 2019  Australians spend A$19.8 billion buying gifts each year, according to new Financial Planning Association of Australia (FPA) Gifts that Give national research released today to mark Financial Planning Week (19-25 August). The research shows Australians are joyfully generous: 85% of […]

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Who do women trust with their money and life?

  By Dante De Gori CFP®, CEO, Financial Planning Association of Australia (FPA) It’s not uncommon for the female partner in a relationship not to turn up to appointments with their financial planner, delegating her partner to represent their joint interests. Read that again. Is it true, that women simply aren’t showing up? If it […]

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Consumers could miss out with rush to ban commissions

Consumers could be the ones to miss out with the Government rushing its bill to end the grandfathering of commissions on investment products. The Financial Planning Association of Australia (FPA) supports the phasing-out of commissions on investment products as recommended by the Financial Services Royal Commission, but the bill introduced by the Government today has […]

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