FPA announces three new directors
The Financial Planning Association (FPA) has announced the three new directors who will join the board following the recent FPA board elections, and all three will be practising certified financial planners (CFPs).
CFP practitioners Neil Kendall, Peter O’Toole and Julie Matheson have been elected as practitioner members of the board, to be appointed at the annual general meeting (AGM) in November. The 23 candidates who stood for election was a record for FPA board elections, according to the FPA.
“The board represents the voice of our members so we are excited that these three experienced practitioner members were elected,” said FPA chair Julie Berry.
“I’d like to thank all 23 candidates for standing and congratulate Neil, Peter and Julie on their successful election. They will each bring a wealth of experience and dedication to the Board.”
CFP Martin McIntosh, who stood in as an appointed director in June 2010 to replace Rob Pedersen, will step down, the FPA announced. Berry’s term as FPA chair will also end at the AGM in November, and Matthew Rowe CFP will take over the role.
Recommended for you
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.
