New faces as FPA expands education unit
TheFinancial Planning Association (FPA)has successfully poached Clare Morgan, another of theSecurities Institute of Australia’s (SIA) education team, who joins the FPA’s Sydney office as the business development manager of its newly formed education business unit (EBU).
Morgan is the second of the SIA’s education team to move to the FPA - Chris McMillan, who heads up the EBU, was responsible for developing education programs at the SIA.
The EBU, which was formed late last year, is involved in the ongoing provision of the Diploma of Financial Planning (DFP) program.
Morgan’s appointment is just one of five recent appointments made by the FPA.
Anthony Ryan joins the EBU in Melbourne as business development manager, while Rohan Burgess, who spent 17 years withAXA, has been appointed general manager of member services.
Also joining the FPA are Andrew McClure, who has been appointed business development manager of member services, and Geoff Leaver who takes on a new role as Sydney chapter services coordinator.
Recommended for you
AZ NGA has partnered with an Adelaide-based accounting and financial planning practice as it expands its presence in South Australia.
The central bank has released its decision on the official cash rate following its November monetary policy meeting.
ASIC has cancelled the AFSL of a Melbourne-based managed investment scheme operator over a failure to pay industry levies and meet its statutory audit and financial reporting lodgement obligations.
Melbourne advice firm Hewison Private Wealth has marked four decades of service after making its start in 1985 as a “truly independent advice business” in a largely product-led market.

