FPA chief resigns
The chief executive of the Financial Planning Association (FPA), Jo-Anne Bloch, has resigned to take up another position in the financial services sector.
Money Management understands the position is head of Mercer's financial planning arm. Bloch has previously worked with Mercer in the UK as a principal with Mercer HR Services, where she established a pension service.
Bloch was appointed chief executive of the FPA in 2006 and presided over one of the most tumultuous periods in the history of the financial planning sector.
FPA Chair Julie Berry pointed to Bloch's achievements during that time, including the move away from commission payments and increased education requirements for advisers.
Berry described Bloch as "an excellent leader in the financial planning community" and somebody who had "done much for the FPA, and the profession".
Bloch said she had had been "privileged to lead the FPA" and was "proud of what we have achieved."
Bloch will remain at the FPA until the Easter break. The FPA said it would now commence a recruitment process for Bloch’s replacement. Deen Sanders is currently deputy chief executive of the organisation.
Recommended for you
A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 for a client.
Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants.
Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation.
National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group.
