FPA elects new board members

The Financial Planning Association of Australia (FPA) has elected Kearsten James, Julie Matheson and Julian Place to the board.

James and Place would serve on the board for the first time, while Matheson had been re-elected after previously serving until 2016. 

All three positions were for a three-year term and would commence at the Annual General Meeting on 25 November, 2020.

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The three appointments followed the expiry of terms for board members Marisa Broome, Delma Newton and Michelle Tate-Lovery.

Broome, FPA chair, had been appointed by the board as an additional director and continued as chair for an additional term. 

Newton had served two terms on the board and was ineligible to stand again; Tate-Lovery was eligible for re-election but made the decision not to stand again.

James was the Gold Coast FPA chapter chair, a multiple FPA Award finalist and winner, and had presented at the FPA Professionals Congress.

James’ goal as a director was to “ensure financial planning businesses remain profitable and sustainable, in order to provide affordable advice for all Australians”.

Matheson was a long-standing member of the FPA, an FPA Distinguished Service Award recipient and had previously served on the board and many FPA committees.

She was “passionate about the profession of financial planning and ensuring advice is accessible and cost effective through a balanced approach to the regulatory burden”.

Place had been the FPA Chapter chair for Melbourne for the last 10 years and was a member of the Financial Planning Education Council (FPEC).

He was a past recipient of the FPA Distinguished Service Award and was heavily involved with the FPA’s charitable foundation Future2.

Place was “passionate about the value of financial advice and the noble work that financial planners do every day”.

Broome said: “On behalf of the FPA board, I am looking forward to working with Kearsten, Julie and Julian. Each bring important skills and experience which will add to the depth of knowledge on the FPA board.

“I would like to sincerely thank both Delma and Michelle for their exceptional contributions to the FPA board. Their commitment and service has been exemplary.”




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