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It is the FPA's vision to be the pre eminent body representing the financial planning profession, to be greatly valued by our members, highly respected by regulators and consumers and listened to by Government.

In support of this vision the FPA provides a range of services to members and consumers. In particular, the FPA:

  • Builds public awareness of the need for objective and professional advice in making secure financial decisions

  • Provides members with education, training, and information to enhance their provision of objective and professional financial advice

  • Develops and maintains high ethical standards for members

  • Represents FPA views to Government, media and key stakeholders to ensure effective input into major policy and regulatory issues affecting the financial planning industry
     





SPAA aims to complement other professional organisations & associations as the peak umbrella organisation representing all professionals regardless of existing vocation or professional affiliations, but only in the area of advice relating to SMSFs.

 

 

 
     Ward Financial Group Pty Ltd is an authorised representative of Charter Financial Planning Limited.
   Charter Financial Planning Limited holds Australian Financial Services License No:234665.
   Charter Financial Planning Limited: ABN 35 002 976 294, PH: 1800 106 017