FPA survey results
Jo-Anne Bloch
The Financial Planning Association (FPA) believes it is on the right track, revealing the results of a survey this week that it said shows two-thirds of its members believe the organisation has changed for the better in the last 12 months.
The other key findings of the survey were that 81 per cent of respondents described themselves as either a “loyal member and strong advocate of the FPA”, a “satisfied member” or a “critical member who sees signs of improvement”.
It found that nine out of 10 areas showed signs of improvement in terms of FPA performance, with Certified Financial Planner education being the one minor decline.
Of concern to the FPA, however, will be that two-thirds of members believed the “Dazza” Value of Advice campaign had not been effective in raising public awareness.
Commenting on the survey outcome, FPA chief executive Jo-Anne Bloch said the results showed a strong turnaround from last year, with more members confident the FPA could better meet their needs.
On the negativity relating to the “Dazza” campaign, Bloch said: “Our members have not warmed to Dazza and we must do more to either convince members that Dazza has achieved very significant cut-through to consumers, or we need to review our strategy.”
She said that despite the good results, the survey indicated there was still work to do.
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