Sharon Taylor appointed as FPEC chair
The Financial Planning Association (FPA) has announced that Sharon Taylor will be taking up the mantle of chair of the Financial Planning Education Council (FPEC) from today, replacing Mark Brimble.
Brimble stepped down from the chairpersonship in February, following the Financial Adviser Standards and Ethics Authority’s (FASEA’s) announcement that they would adopt FPEC’s framework and course approval list.
Brimble was announced as the acting managing director of FASEA on Tuesday.
Taylor would bring a wealth of experience in developing university programs to meet industry standards, having been instrumental in making undergraduate and postgraduate courses at Western Sydney University meet the requirements of both RG146 and the current FPEC stipulations.
This could prove useful as FASEA continues on its path of requiring financial advisers to gain university qualifications in specific fields.
Taylor had been FPEC deputy chair for the last six years and was chair of the FPEC curriculum working and research grants committees.
FPA chair, Neil Kendall, welcomed what Taylor could offer the development of the financial planning profession as chair.
“Sharon’s expertise in financial planning, education and research will inform and guide FPEC as it navigates the way forward for the profession. The consultation period on FASEA’s proposed guidance on qualification pathways for existing advisers is now underway, and Sharon’s input will be key to a successful outcome.”
Recommended for you
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic.