The Future Financial Planning Profession-FPA

3 July 2014

The call for a Royal Commission into institutionalized financial planning advice structure, is long over due.

Gone are the days when we, as Financial Planners have been measured as successful via product sales –  we measure success as a profession through the positive difference we make in the lives of our clients.

I agree with the FPA (Financial Planning Association of Australia), who have proposed to move our profession forwards with a ‘Ten Point Plan’.

The recommendations from the Senate inquiry supported the majority of our 10 points.

Click below to read the full article and the FPA’s  ”Ten Point Plan’

KWS The Future Financial Planning Profession MAY2014

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