This morning the House of Representatives referred schedules 3 and 4 of the Tax Laws Amendment (Measures No.2) Bill 2013, which contains measures to bring financial planners into the Tax Agent Services Act (TASA) regime, to the PJC for inquiry. [ read more ]
For over a decade, the Financial Planning Association (FPA) has been calling for enshrinement of the term ‘financial planner’ for the protection of consumers and last night, the bill was passed in the federal House of Representatives. [ read more ]
The terms “financial planner / adviser” are one step closer to enshrinement under law following the overnight tabling of a Parliamentary Joint Committee (PJC) report in Canberra. [ read more ]
CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Planning Association of Australia Limited is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.