FPA members happy

fpa-chief-executive/FPA/fpa-members/financial-planning-association/chief-executive-officer/cent/

12 June 2008
| By George Liondis |
image
image image
expand image

Jo-Anne Bloch

Members of the Financial Planning Association have reported high levels of satisfaction with their organisation particularly in terms of communication with its members, according to the 2008 FPA member survey.

FPA chief executive officer Jo-Anne Bloch said this was the second year running that the organisation had achieved positive results, with 64 per cent of members responding that the FPA had changed for the better in the past year, up from 57 per cent in 2007.

“The results are great, but that’s no excuse to sit on our laurels,” Bloch said.

“For example, there is an expectation of better performance in the way the FPA positions itself within the industry and with the general public. Whilst members say we’ve done better in achieving positive media and improving public perceptions of professional planners, these remain areas in which they clearly want even more action.”

According to Bloch, members’ chief reasons for valuing membership of the FPA were their representation of member interests to government, the promotion of financial planning to consumers and its professional and ethical standards.

“Nine out of 10 areas showed signs of improvement in terms of FPA performance, with ‘consultation on conflicts of interest’ showing the greatest improvement.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo