FPA MEMBERS
Financial planning
The FPA endorses latest protection initiative from the ATO....
Financial planning
The Financial Planning Association (FPA) will officially launch a new charitable foundation called Future2 in November of this year, combining existing initiatives and ne...
Policy & Regulation
While the FPA is generally happy with the Federal Budget, chief executive Jo-Anne Bloch would like to see financial planning advice fees made tax deductible....
Financial planning
The Financial Planning Association has established a professional indemnity insurance broker panel to enhance the level of PI insurance support it offers members....
Financial planning
The results of a shadow shopping survey of reverse mortgages by consumer protection body Choice this week “reinforces the need for good financial advice”, according to FP...
Financial planning
Insurance information website the risk store has launched a training program for life risk advisers and insurers describing the initiative as a first for the insurance in...
Financial planning
In what appears to be a counter measure against the marketing campaign of industry superannuation funds, the Financial Planning Association has released its own ‘compare ...
Financial planning
Records of advice have been included in a revised version of the Financial Planning Association’s guide on the development of effective Statements of Advice, released yes...
Financial planning
The FPA has taken a blow after an authoritative Assirt/Wealth Insights report revealed most advisers believe it to be ineffective, disorganised and unprofessional....
Financial planning
The Financial Planning Association has released the results of its own research that shows its members feel it is not doing enough to promote the value of advice or the p...
Financial planning
The Financial Planning Association has called for changes to be made to the Financial Services Reform Act to ease the burden of compliance on financial planners and make ...
Financial planning
Members of the Financial Planning Association will be expected to separately disclose the cost of advice from the cost of an investment product to their clients from Janu...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...