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

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Future2 commits over $1.5M in grants since inception

Future2, the foundation of the Financial Planning Association of Australia (FPA), has announced the awarding of $148,600 in new grants to 15 not-for-profit organisations in 2021. Future2 has now committed over $1.5M in grants since its inception in 2007. FPA members endorse every dollar awarded by the Future2 Foundation to the Future2 Make the Difference! grants program. […]

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Media statement in response to media enquiry about member fees

Attributed to Marisa Broome CFP® , Chair, Financial Planning Association of Australia The FPA has found a small number of members were incorrectly charged a higher fee when upgrading their level of membership. It was due to an administrative error and the FPA will be proactively contacting the impacted individuals to arrange reimbursement.

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2021 FPA Award winners revealed

The Financial Planning Association of Australia (FPA) has today announced the winners of the 2021 FPA Awards.  Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and FPA Professional Practices from across Australia.   The awards also celebrate the individuals and businesses who go above and beyond to deliver outstanding […]

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FPA names second 2021 winner of Gwen Fletcher Memorial Award

The Financial Planning Association of Australia (FPA) has named Sydney-based financial planner Susan Buda of Brady & Associates Financial Advisers, as the second 2021 winner of the Gwen Fletcher Memorial Award. Named after the late ‘First lady of Financial Planning’, the award recognises the highest performing student in the CFP® Certification Unit (CFP C) for each […]

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FPA launches Women in Financial Planning Mentoring Program

The Financial Planning Association of Australia (FPA) has launched its FPA Women in Financial Planning (FP) Mentoring Program. The inaugural program aims to support women in financial planning to further their careers by matching eligible females in the financial planning profession seeking guidance and support, with more experienced FPA members. “The FPA is thrilled to […]

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Financial planners pay the price on Compensation Scheme of Last Resort: FPA

CSLR piles more costs on the financial planning profession at a time when it can least afford it.  Sydney, 29 September 2021: The Financial Planning Association (FPA) has called on the Government to reconsider its planned Compensation Scheme of Last Resort for victims’ unpaid compensation until it fixes the problem of professional indemnity insurance in […]

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MEDIA STATEMENT IN RESPONSE TO THE PASSING OF BETTER ADVICE BILL

The FPA welcomes the passing of the Better Advice Bill in the Senate today and looks forward to the stability that will follow. After 8 years of constant regulatory change, financial planners now have the opportunity to focus on their clients and on the challenge of providing financial advice to more Australians without the distraction […]

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MEDIA STATEMENT IN RESPONSE TO THE FSC’S WHITE PAPER

The FPA broadly welcomes the release of the FSC’s white paper and its goal to reduce the cost of providing financial advice, allowing financial planners to spend more time with new and existing clients. This white paper closely aligns with the FPA’s five-year policy-platform roadmap – Affordable advice, sustainable profession. Introduced in June 2020, our […]

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Twenty finalists revealed in the 2021 FPA Awards

Sydney, 13 October 2021 – The Financial Planning Association of Australia (FPA) has revealed the shortlist for the six categories of the 2021 FPA Awards. Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and FPA Professional Practices from across Australia. The Awards also celebrate the individuals and businesses […]

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Saving money trumps taking a holiday: COVID gives Australians a financial health check

Financial Planning Association’s (FPA) annual Money & Life Tracker: Freedom Edition reveals a snapshot of how 2,000 Australians have fared since COVID A majority of Australians’ top financial goal over the next 12 months is to hit a savings goal (52.4%), followed by going on a holiday (44.4%) Since the launch of the inaugural survey […]

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