AFA members invited to question merger

AFA FPA roadshow merger

29 September 2022
| By Laura Dew |
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The Association of Financial Advisers (AFA) will be holding sessions for its members to share their views on the proposed merger with Financial Planning Association of Australia (FPA).

The merger was proposed earlier this year as a way of creating a “united voice for the financial advice profession” and the two boards had signed a Memorandum of Understanding.

AFA national president, Sam Perera, and chief executive, Phil Anderson, would be holding five member consultations around the country to assess member views.  This would give members the chance to meet as many members as possible and for them to ask questions about the potential implications of the merger/

The organisation said: “When considering the proposed merger, our members’ needs have been, and will be, at the forefront of any decisions made.”

The meetings would be held in:

  • Melbourne -4 October;
  • Brisbane- 13 October;
  • Sydney-14 October;
  • Perth-17 October; and
  • Adelaide- 18 October.

 

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