Financial Planning Association Of Australia Information
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 2007 National Conference receives huge response from financial planning practitioners (16-Oct-2007)
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.
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.
Financial planners to provide assistance to drought affected farmers (24-Jul-2007)
Financial planners will provide assistance and support to drought affected farmers under a pilot pro bono project.
FPA releases program for 2007 National Conference (24-Jul-2007)
The FPA has released a diverse, informative and challenging program for its 2007 National Conference, which takes place this year in Sydney, 28-30 November.
FPA welcomes new Bill which makes advice more affordable (20-Jul-2007)
The peak body for financial planners, the Financial Planning Association, welcomed the successful passage of a Bill through federal parliament that will make financial advice more affordable and more accessible to most Australians.
FPA appoints industry professional Margaret Klova to strengthen CFP education (10-Jul-2007)
The peak body for financial planners, the Financial Planning Association, has moved to further bolster its CERTIFIED FINANCIAL PLANNER certification with the appointment of an industry professional to oversee learning content of the CFP certification program.
Australian Tax Office campaign against dodgy schemes receives support of FPA (28-Jun-2007)
The peak body for financial planners in Australia, the Financial Planning Association, has offered its support to a new Australian Tax Office campaign, designed to help consumers avoid dodgy investment schemes.
Australians need advice on their financial planning (28-Jun-2007)
As the financial year draws to an end, the peak organisation for financial planners, the Financial Planning Association, calls on all Australians who are still unsure about superannuation, tax and other relevant financial matters to seek professional financial advice from a FPA member.
FPA 2007 National Conference plenary speakers (19-Jun-2007)
Confirmation of four high profile figures as plenary speakers at the Financial Planning Association (FPA) 2007 National Conference sets the tone for the program which is in the final stages of development, for release in early July.
FPA welcomes ASICs SOA extension to 30 June (19-Jun-2007)
The Financial Planning Association (FPA) has welcomed a decision by the corporate regulator to extend the deadline for Statements of Advice (SOA) to 30 days ahead of 30 June.
FPA calls for balanced legislative provisions that protect both consumers and Financial Planner (7-Jun-2007)
Criminal sanctions on financial planners who fail to provide clients with a Statement of Advice (SoA) or Financial Services Guide (FSG) within the current timeframes are excessive, unjust and contribute to fear and uncertainty, the Financial Planning Association (FPA) has argued in a submission to Treasury.
New federal government legislation on compliance good for planner and consumer (31-May-2007)
The Financial Planning Association has welcomed new federal government legislation that will ease the compliance burden on financial planners, making good financial advice cheap and accessible to the majority of Australians.
FPA welcomes Government co-contribution bonus on Super (31-May-2007)
The Financial Planning Association (FPA) has welcomed the federal government’s changes to the superannuation co-contribution and called for more thinking around longer term strategies to encourage low income workers to save for retirement.
FPA appoints Gerard Fitzpatrick as policy head (31-May-2007)
The Financial Planning Association (FPA) has appointed the former Secretary General of the Institutional Money Market Funds Association (IMMFA) in the UK as its new General Manager Policy and Government Relations.
FPA updates (28-May-2007)
Financial Planning Association (FPA) has made submissions on corporate regulation, has made advertisements on the concept of –Value of Advice and organised the Financial Planning week.
Momentum gains for FPA 2007 National Conference with registration starting from April 30 (18-May-2007)
Momentum has gatherd for the FPA 2007 National Conference with registration started from 30 April. Those who register early for the National Conference, which will be held in Sydney, are being offered a range of discounts with savings of up to $320 for FPA members and $250 for non-members.
FPA prepares submission on amended regulations and for conducting Financial Planning Week (15-May-2007)
The Financial Planning Association (FPA), in consultation with its regulation committee, is in the process of preparing a submission to Treasury on the federal government’s Corporations amendment regulations, released by the parliamentary secretary to the Treasurer, Chris Pearce, on 26 March.
Industry funds and financial planners should unite - FPA (14-May-2007)
Financial Planning Association (FPA) has called on industry super funds to join financial planners for a united approach in the quest to deliver quality advice to all consumers who need it.
FPA 2007 National Conference ‘ups the ante’ on education (4-May-2007)
The Financial Planning Association (FPA) has signalled its determination to further raise the bar for the professional education content of its 2007 National Conference (Sydney, 28-30 November).
Principles based legislation for financial planners (3-May-2007)
According to Financial Planning Association (FPA), the Federal Government has undertaken a experiment with the principles-based legislation contained in the Financial Services Reform Act (FSRA). But the regulator and business must work together to untangle the extensive subordinate regulation which remains a burden to financial planners.
FPA's Value of Advice Awards 2007 (3-May-2007)
The Financial Planning Association (FPA) has begun accepting entries for the Value of Advice Awards 2007. Introduced last year, the awards established a high profile and proved a professional boost to the winners.
Industry super network misses the point about good advice (3-May-2007)
According to Financial Planning Association, the industry super network misses the point about good advice. All personal financial advice must take account of the individual client’s needs and circumstances.
FPA 2007 National Conference Call for papers presentation (2-May-2007)
The Financial Planning Association (FPA) has determined to further raise the bar for the professional education content of its 2007 National Conference (Sydney, 28-30 November). The Call for Papers released highlights the need for presentations that fulfill the ongoing professional education needs of Certified Financial Planner practitioners and others who uphold professional standards.
Financial Planning Association view on legislative flexibility in Australia (27-Apr-2007)
According to Financial Planning Association, the Federal Government has undertaken a experiment with the principles based legislation contained in the Financial Services Reform Act (FSRA). But the regulator and business must work together to untangle the subordinate regulation which remains a burden to financial planners.
FPA launches new risk sub-committee to focus on insurance issues (25-Apr-2007)
The Financial Planning Association (FPA) has launched a new risk sub-committee to focus on life and business insurance issues.
FPA calls on government to re-think its current Sales Recommendation (25-Apr-2007)
The Financial Planning Association (FPA) has called on the Federal Government to reconsider its proposal to establish a new category of product sellers as distinct from financial advisers.
Financial planner expelled from the FPA for breaches of professional standards (24-Apr-2007)
The Financial Planning Association (FPA) has expelled a member for numerous breaches of its Code of Ethics and Rules of Professional Conduct, associated with advice given in relation to Westpoint investments.
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