FPA down to final two for Bloch's replacement

chief executive FPA financial planning association afa chief executive AFA financial advisers association of financial advisers mercer

13 April 2010
| By Lucinda Beaman |
image
image
expand image

The Financial Planning Association’s (FPA) hunt for a new chief executive appears to be nearing the final stages.

FPA chair Julie Berry has indicated the association now has a final shortlist of two candidates for the role.

The job has been vacant since Easter when former chief executive Jo-Anne Bloch relinquished the role to take up a position with Mercer.

Meanwhile potential merger discussions between the FPA and smaller, competing industry group the Association of Financial Advisers (AFA) appear to have stalled.

AFA chief executive Richard Klipin said there had been some preliminary conversations but said it was a ‘watch this space’ issue. Meanwhile FPA chair Julie Berry said there had been no further dialogue on the matter. Initial, informal discussions regarding a potential merger took place last month following prompting from dealer group Matrix Planning Solutions.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

17 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

2 weeks 5 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

3 weeks 5 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks ago

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

1 week 6 days ago

The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties....

1 week 5 days ago