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

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FPA launches Fee-for-Service Toolkit and online knowledge hub for members

The Financial Planning Association (FPA) has launched a Fee-for-Service toolkit and an online knowledge hub as valuable and useful resources to support members in their practices. The Toolkit includes a practical and diverse range of tools and educational resources to help transition financial planning businesses to a Fee-for-Service model. The resource is in line with […]

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FPA members call on regulator for clarity on good advice

Practitioner members of the Financial Planning Association (FPA) called on Australian Securities and Investments Commission (ASIC) for greater clarity and guidance on the definitions and features of good advice at the first FPA Shadow Shopper workshop in Brisbane this morning. An audience of approximately 150 predominantly featured practicing financial planners, along with licensees and compliance, […]

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FPA establishes higher education program in financial services

The Financial Planning Association (FPA) in conjunction with the Financial Planning Education Council (FPEC) today announced the launch of a national consultation framework on the curriculum and accreditation requirements for financial planning education in Australia. The consultation is open to all Higher Education providers and will run until 30 June. Through the consultation exercise FPEC […]

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FPA challenges financial services industry: “look at advice from the other side”

Open-industry workshops to increase commitment to quality The Financial Planning Association (FPA) is encouraging the entire financial services industry to look at advice from the other side and demonstrate commitment to improving the quality of financial advice for Australians by registering for national Shadow Shopper workshops taking place in May. The FPA, in conjunction with […]

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FPA is recognised by Tax Practitioners Board

The Financial Planning Association (FPA) attained a significant professional milestone on behalf of its members by achieving formal recognition under the Tax Agent Services Regulations on the 21st March 2012. This latest announcement as a recognised tax agent association by the Tax Practitioners Board (TPB) means that membership of the FPA will fulfil requirements for […]

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FPA welcomes FoFA concessions delivering sensible reform for the financial planning profession and consumers

The Financial Planning Association (FPA) welcomes the concessions provided in the Future of Financial Advice (FoFA) reforms passed by Parliament today. They signal a new chapter in the security and protection of the financial well-being of Australians and facilitate the FPA‟s mission to help financial planning evolve into a universally respected profession. Parliament considered a […]

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FPA calls on Government to listen to industry recommendations on FoFA

The FPA today called on government to take industry recommendations into account when debating the FoFA bill in Parliament in the coming days. This announcement follows FPA disappointment in the recommendations outlined in the Senate Economics Committee (SEC) report on FoFA, tabled to the Senate today. Mark Rantall, CEO of the FPA said: “The original […]

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Implementation of reforms need to be in the best interest of the consumer, says FPA

At the Senate Economics Committee Hearing today, the Financial Planning Association (FPA) announced that they would support a one year transition and implementation timeframe of the FoFA reforms. At today’s hearing, Dante De Gori, General Manager Policy and Government relations of the FPA, reiterated that the FPA supports the majority of the FoFA reforms and […]

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More Australians should have the opportunity to self-fund their retirement, says the FPA

Following the Government’s Tax Forum in October last year, the Financial Planning Association (FPA) will again be the only voice representing the financial planning profession at tomorrow’s first sitting of the newly announced Superannuation Roundtable, chaired by Hon Bill Shorten. The government introduced the new Superannuation Roundtable to consider ideas that arose on superannuation reform […]

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Peak association encourages a tax deduction of financial advice fees

The FPA submission to the federal budget 2012-13 has outlined key recommendations to improve access to financial advice to all Australians, such as a tax deduction of fees. Dante De Gori, General Manager Policy and Government Relations for the FPA and responsible for the FPA submission, has suggested key budgetary public policy initiatives required to […]

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