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Financial Planning Association Of Australia

Financial Planning Association Of Australia
12/379 Collins Street
Melbourne 3000
Tel: (03) 96142289, 1800 626393
Fax: (03) 96141912




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FPA 2007 National Conference receives huge response from financial planning practitioners


Financial Planning Association (FPA)  announced that almost three-quarters of registrations received until 25 September 2007 for the FPA 2007 National Conference come from financial planning practitioners and the percentage of registration for the conference was 71%, up from 61% last year.

Among those registered the number of planners under the age of 30 was 12% compared to 1% in 2006; and 56% of the total practitioners were Certified Financial Planners professionals up from 9% in 2006.

Speakers at the conference include:

  • Rod Scurrah, CFP
  • David Haintz, CFP and FPA Board member
  • Lenore Plummer, CFP
  • Nicholas Nicolette, CFP - President of FPA US
  • Cynthia Kett, CFP - Stewart & Kett Financial Advisors Inc (Canada)
  • Craig Lubich, CFP - Chief Executive Officer, Plan B Wealth Management
  • Matthew Rowe CFP, Chair, Professional Conduct Committee and Director, Financial Planning Services, Hood Sweeney
  • Scott Malcolm - Senior Financial Planner, Conscious Money
  • Glen Reilly – Director, Fitzpatricks Newcastle
  • Roslyn Shirlaw - Fiducian Financial Services
Paraplanners:

  • Brigitte Forbes - Macquarie Private Wealth, 2006 Paraplanner of the Year National winner
  • Tanya Oddo - PDY Partners, 2006 State Finalist
  • Sam Clark - Mercer Human Resource Consulting, 2006 State Finalist

16-Oct-2007
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Financial Planning Association Of Australia News


FPA launches online training courses in Anti-Money Laundering and Counter Terrorism Financing (16-Oct-2007)
Financial Planning Association (FPA) has launched online training courses in Anti-Money Laundering (AML) and Counter Terrorism Financing (CTF).

FPA changed for better, member survey shows (30-Aug-2007)
The Financial Planning Association 2007 Member Survey has found that two-thirds of members believe the FPA has changed for the better in the last 12 months.

FPA Roadshow to address membership review (23-Aug-2007)
The FPA CEO Jo-Anne Bloch and senior managers met members face-to-face as part of a roadshow around the country during August and September.

FPA welcomes parliamentary committee’s Superannuation recommendations (21-Aug-2007)
The Financial Planning Association (FPA) has welcomed the recommendations of a federal parliamentary inquiry into superannuation. The Parliamentary Joint Committee on Corporations and Financial Services tabled its report, -The structure and operation of the superannuation industry.

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