FPA chair flags new direction
The outgoing chair of the Financial Planning Association (FPA), Julie Berry, will use the organisation’s annual conference on the Gold Coast to make a key announcement about the FPA’s drive towards turning financial planning into a profession.
Berry is set to make a headland statement during the opening plenary session of the conference, which will spell out the FPA’s agenda with respect to pushing towards becoming a professional association.
“It will be a fairly significant announcement in terms of spelling out where we are and where we ultimately want to be,” she told Money Management.
“I will be talking about future directions for the FPA and it is probably fair to say that not everyone will agree with what I have to say,” Berry said.
Berry’s headland statement later this month will represent a follow-on from comments made by FPA chief executive, Mark Rantall in late September when he said that the FPA was set to take the next steps in transitioning from an industry organisation to a professional association.
At that time, Rantall said that the feedback he had been receiving since becoming chief executive officer had been strongly in favour of the FPA transitioning from an industry organisation to a professional association.
AUTHOR
Mike Taylor
Recommended for you
The number of members expelled from the Australian Financial Complaints Authority almost doubled between 2023 and 2024, according to internal data.
Perth financial advice firm Wealth Management Partners has merged with global financial services firm Gallagher.
Sequoia Financial Group has flagged a major rebranding of its two financial news sites, following court proceedings last year.
Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial.
