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

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FPA celebrates Best Practice financial planners

The Financial Planning Association (FPA) has recognised and awarded five exemplary members for their outstanding commitment to Australians when delivering a higher standard of professional and trusted financial advice. The FPA announced the winners of the Best Practice Awards at the FPA National Conference 2011 Gala Dinner, held in Brisbane. The Best Practice Awards, replacing […]

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Undergraduates building foundations for a strong profession

Just 12 months after unveiling its higher education strategy, the Financial Planning Association (FPA) has announced that over 500 students are now studying undergraduate degrees aligned with the FPA’s CERTIFIED FINANCIAL PLANNER® program across 17 Australian universities. The success of the FPA’s joint initiative with Australia’s university community is facilitated by Financial Planning Education Council […]

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FPA members lead the way in FoFA transition

The Financial Planning Association’s (FPA) 2009 decision to phase out commissions has paid off with new research, launched today at the FPA Conference, showing its members are the most-prepared for the Future of Financial Advice (FOFA) reforms. According to research conducted by Investment Trends, CFP® holders lead the shift to a post- FoFA world already […]

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Australians engage with professionalism message, members receive a reputation dividend

The FPA’s mission to not only raise professional standards but actively promote its intentions to the Australian public has received independent endorsement with new consumer research confirming the national advertising campaign has struck a chord with its targeted audience. The independent research conducted by Ipsos ASI Australia launched today at FPA National Conference in Brisbane, […]

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Planners to discuss continual world’s best professional standards in era of structural reform

The Masterclass aims to be a forum for professional discourse and a visible public commitment by the FPA and its members to continually raise the benchmark for best practice in financial planning advice and how to apply it correctly in practice. The FPA developed a new edition of the Code of Professional Practice, which was […]

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Proposed Superannuation Guarantee allows Australians the right to choose when to retire, says FPA

“An increase in the Superannuation Guarantee and encouragement to seek professional financial advice is needed to enhance the quality of life during retirement, ensure income adequacy, reduce longevity risk and decrease reliance on the age pension for Australia’s ageing population,” said Mark Rantall, CEO of the FPA. “Without an increase in the superannuation guarantee, Australians […]

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FoFA’s Opt-in fails Government’s compliance benchmark

Treasury admitted in a Senate Estimates hearing last night that last minute additions to the FoFA draft (including Opt-In) breach the government’s own best practice regulation requirements. “This frank admission by Treasury vindicates our recent criticism of the rushed alterations made to the final draft FoFA legislation. These were critical changes ushered into an important […]

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Financial Planning Association rejects FoFA Bill

In fact, opposition to the Bill by the peak financial planning body remains vehement, with CEO Mark Rantall vigorously holding the line on established points of difference, while raising further objections in response to new features of the Bill that have only just been made public today. The FPA said that Treasury have made further […]

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Tax reforms must address advice shortfall

In an address to the Tax Summit this week, FPA Chief Executive, Mr Mark Rantall, said the Government should facilitate incentives which help Australians build adequate retirement savings and reduce reliance on the Age Pension. Mr Rantall said the FPA, representing financial planning at the Tax Forum offered two core recommendations designed to boost retirement […]

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Advertising paying off for members of the Financial Planning Association

The $2 million campaign is fully funded by individual members and reinforces the importance of choosing a financial planner who is a member of the FPA. It is currently running nationally across metropolitan and regional TV and print media, as well as a range of online websites, and includes a Google Search Engine Optimisation strategy. […]

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