The FPA makes key appointments
The Financial Planning Association (FPA) has moved to underpin its bid to become a code-monitoring body with two key appointments to its Conduct Review Commission (CRC).
The FPA announced today that Graham McDonald had been appointed to chair the commission with Dale Boucher announced as deputy chair.
The CRC is an independently chaired tribunal that hears and determines disciplinary complaints, holding FPA members accountable to high standards of ethics and professionalism.
The appointments were made on the recommendation of an independent selection committee chaired by former Labor parliamentarian, Bernie Ripoll.
McDonald is solicitor and barrister and former Presidential member of the Administrative Appeals Tribunal (AAT), having also served as a banking ombudsman and as chair of the Superannuation Complaints Tribunal (SCT).
McDonald’s appointment includes the newly created role of Independent Code Administrator (ICA) for the FPA Professional Ongoing Fees Code, the FPA’s ASIC-approved code. His term as chair is for three years.
Boucher is currently the chief executive of the Legal Services Council and will begin in his new role on 1 July.
Boucher also has a strong legal background, having been with the Australian Government Solicitor, Minter Ellison in Canberra and chairman of the Tax Practitioners Board and the Mortgage and Finance Association of Australia Tribunal.
Recommended for you
While crypto continues to gain traction among investors globally, improving accessibility for financial advisers is key to helping them serve the demand from younger clients, but there are some barriers still hindering adoption.
Investment platform Praemium has reported strong 2024–25 financial year results, with large increases across a range of business metrics, which it credits to the firm’s strategy and high-net-worth focus.
Alternative investment manager Regal Partners has set a target of doubling its offshore funds under management within three years amid strong inflows from offshore investors in the first half of 2025.
Fitzpatricks Advice Partners has formed a strategic alliance with two chapters of a global business support and networking organisation, expanding its offering for the firm’s advisers.
