The Future Financial Planning Profession-FPA

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

You may also like

Investment & Economic Snapshot 2026 FY in review & outlook

Investment & Economic Snapshot 2026 FY in review & outlook

2026 Financial year in review The Financial Year 2026 was a strong year for global equities, driven by beneficiaries of the artificial intelligence (AI) infrastructure build-out that favoured US technology companies and select emerging markets. Australian equities...

read more
The Federal Budget May 2026

The Federal Budget May 2026

Big Changes are here. The 2026–27 Federal Budget brings major changes to Australia’s tax landscape. With updates to super, CGT, negative gearing, and trusts, now’s the time to review your strategy and plan ahead with confidence.  Tax Reform | Boosting Home Ownership:...

read more
Investment & Economic Snapshot April 2026

Investment & Economic Snapshot April 2026

As of April 2026 Summary  In April, global markets recovered much of the drawdown experienced in March. A fragile ceasefire between the US and Iran took hold, and while the Strait of Hormuz briefly reopened to traffic, restrictions were reimposed later in the month....

read more