News
Kathy Havers wins Future2 community service award for second time
The Financial Planning Association of Australia (FPA) has tonight announced Kathy Havers CFP® from Catalyst Financial Group in Melbourne, as the winner of the 2016 Future2 Community Service Award. Ms Havers also won the Award in 2014. FPA CEO Dante De Gori said, “Kathy is a well-deserved winner of this award. Her tireless commitment to […]
Read MoreFPA announces impending Money & Life website launch
The Financial Planning Association of Australia (FPA) has announced it will soon launch Money & Life, an online destination designed to help Australians improve their financial wellbeing. The site will offer regular content that empowers and educates Australians with up-to-date information, practical tips and inspiring real life stories to help them manage their finances. Money […]
Read MoreFPA Award winners and top performers recognised at FPA Congress
The Financial Planning Association of Australia (FPA) has announced the winners of the 2016 FPA Awards and the latest winner of the Gwen Fletcher Memorial Award at the opening keynote session of the FPA Professionals Congress today in Perth. Taking out the FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award is Tony Sandercock of […]
Read MoreFPA receives ASIC Professional Code approval
The Financial Planning Association of Australia (FPA) announced today that ASIC has approved the FPA Professional Ongoing Fees Code, providing FPA members with an alternative to the opt-in laws when engaging clients in an Ongoing Fee Arrangement. The Code will be available from 1 July 2017 to FPA practitioner members (CFP® professionals and Financial Planner […]
Read MoreFPA welcomes introduction of Professional and Education Standards Legislation into Parliament
The Financial Planning Association of Australia (FPA) welcomes the Government’s introduction of legislation on the Professional Standards and Education Framework into Parliament today. The legislation, if approved, will be effective from 1 July 2017 and involve the establishment of an independent standards setting body to ensure more rigorous and clear education standards for any practising […]
Read MoreFPA Awards shortlist reveals outstanding talent
The Financial Planning Association of Australia (FPA) has announced the shortlist for all six categories of the 2016 FPA Awards. The awards celebrate individuals and businesses who demonstrate a commitment to delivering excellent outcomes for clients, and those who have made a notable contribution to their local community. The awards also recognise academic excellence amongst budding […]
Read MoreFPA welcomes imminent introduction of Education and Professional Standards Legislation
The Financial Planning Association of Australia (FPA) has welcomed today’s announcement that the Government’s planned legislation to mandate professional standards for financial planners will be introduced by the end of the year. Commenting on today’s announcement by the The Hon. Kelly O’Dwyer MP, Ben Marshan CFP®, Head of Policy and Government Relations, said the FPA […]
Read MoreFPA urges universities to offer financial planning programs
The Financial Planning Association of Australia (FPA) has called on universities and other education providers across Australia to work with planning professionals in developing subjects and degree programs in light of the professional standards and timeframes announced by Minister Kelly O’Dwyer in April this year. Working with the Financial Planning Education Council (FPEC), the FPA […]
Read MoreQueensland Australian of the Year to address 2016 FPA Professionals Congress
Queensland Australian of the Year, writer and broadcaster Catherine McGregor AM will be the speaker for the annual Women in Financial Planning Breakfast at the Financial Planning Association (FPA) Professionals Congress in Perth. Dante De Gori CFP®, CEO of the FPA said Catherine is an ideal fit for this year’s event. “In line with this […]
Read MoreFinancial Planning Week highlights opportunity for financial planners
The Dare to Dream campaign resonated with Australians and received strong support from FPA members The 16th annual Financial Planning Week, run by The Financial Planning Association of Australia (FPA) has successfully concluded, revealing a big opportunity for financial planners to help more Australians realise their financial dreams. Dante De Gori CFP®, CEO of the […]
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