FPA

People & Products

The former AFA president, NSW financial adviser and long-term contributor to the financial advice industry has passed away at the age of 89. ...

Financial planning

Over 8,700 FAAA membership renewals so far

The Financial Advice Association Australia has recorded over 8,700 membership renewals, including over 80 per cent of eligible practitioner members....

People & Products

Former FPA chair recognised in King’s Birthday Honours

Three financial advisers, including a former chair of the Financial Planning Association of Australia, have been awarded a Medal of the Order of Australia in this year’s ...

Financial planning

Tax deductible advice ‘a step in the right direction’

With an ATO review underway to make financial advice tax deductible, Tangelo Advice Consulting’s Conrad Travers has reiterated why this would be a positive step forward f...

Financial planning

Why Abood believes funds could struggle without digital strategies

In questioning whether financial advice is “too complex” for the average Australian, Sarah Abood has reiterated the importance of digital tools to address accessibility c...

Financial planning

Is adviser experience equivalent to education?

In light of the recent experience pathway consultation, former AFA chief executive Phil Anderson has debated whether 10 years of experience can be comparable to a univers...

Financial planning

FAAA recommends sunset clause in experience pathway

The Financial Advice Association Australia has recommended a 10-year sunset clause in the experience pathway to support older advisers, as it reveals its membership is eq...

Financial planning

The human foundation of the adviser-client relationship

Whilst having technical knowledge is crucial, this adviser suggests that being an emotional rock to clients should be the top priority....

Financial planning

Almost half of AFA team to depart ahead of FPA merger

Almost half of the Association of Financial Advisers’ board and leadership team have opted to leave as the organisation transitions to the Financial Advice Association of...

Financial planning

New FAAA members to dominate FAR

If all FPA/AFA members join, over half of the Financial Advisers Register could be members of the new FAAA and the organisation will have to work to meet the needs of the...

Financial planning

FPA/AFA complete merger with Perera to depart

AFA national president Sam Perera has announced he will not be joining the board of the newly-formed Financial Advice Association Australia. ...

People & Products

Future2 expands scope as FPA’s Abood steps down

The FPA’s Future2 Foundation will now include participants from the Association of Financial Advisers and the SMSF Association as board director Sarah Abood steps down. ...

Financial planning

‘Don’t overlook the steps’ in becoming an adviser

With more Professional Year candidates passing their financial adviser exam this week, an associate adviser has shared why graduates shouldn’t rush to become advisers and...