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 |
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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.

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