FPA chair flags new direction
The outgoing chair of the Financial Planning Association (FPA), Julie Berry, will use the organisation’s annual conference on the Gold Coast to make a key announcement about the FPA’s drive towards turning financial planning into a profession.
Berry is set to make a headland statement during the opening plenary session of the conference, which will spell out the FPA’s agenda with respect to pushing towards becoming a professional association.
“It will be a fairly significant announcement in terms of spelling out where we are and where we ultimately want to be,” she told Money Management.
“I will be talking about future directions for the FPA and it is probably fair to say that not everyone will agree with what I have to say,” Berry said.
Berry’s headland statement later this month will represent a follow-on from comments made by FPA chief executive, Mark Rantall in late September when he said that the FPA was set to take the next steps in transitioning from an industry organisation to a professional association.
At that time, Rantall said that the feedback he had been receiving since becoming chief executive officer had been strongly in favour of the FPA transitioning from an industry organisation to a professional association.
AUTHOR
Mike Taylor
Recommended for you
Shaw and Partners’ new national head of private wealth believes the biggest challenge for financial advisers right now is being able to deliver efficient advice delivery amid a complex regulatory environment and growing investment universe.
Global equity manager Orbis Investments has appointed a head of marketing from Capital Group as it becomes the latest manager to target advised retail investors.
While Australia prepares for the $3.5 trillion intergenerational wealth transfer, a Wilsons Advisory report suggests the ongoing gender imbalance in the advice profession could prove a challenge to this process.
Danielle Press, a former ASIC commissioner, is to chair a new AFSL committee set up by Sequoia which seeks to improve governance practices and review its approved product lists.
