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Profile, vision and priorities

Profile

The FPA is the peak professional body for financial planning in Australia, representing approximately 12,000 individuals and businesses. Over 9,000 of its 12,000 members are practising financial planners. The FPA and its members strive to improve the financial wellbeing of all Australians.  

The FPA provides the leadership and professional framework that enable members to deliver quality financial advice to their clients. FPA members include financial planners from a variety of backgrounds and disciplines, including over 5,500 CERTIFIED FINANCIAL PLANNER™ professionals – the global symbol of excellence in financial planning. All FPA practitioner members are bound by a code of ethics, high professional standards and must meet continuing professional education requirements.

Vision

The FPA provides the leadership and professional framework that enable its members to deliver quality financial advice to their clients.

Implementing a vision

The vision and strategic priorities for the future direction were developed by our Board and have been updated to take into account an extensive process of consultation, including the 2007 Survey and national roadshow.  Members can continue to be involved in shaping our future through Chapter involvement, committee participation, and championing professional standards. A strong, vibrant and growing the FPA is good for our profession, regulators and the government, who all have a common interest in meeting the needs and expectations of consumers.

Useful information 

FPA priorities and key initiatives - November 2009

This booklet highlights the vision and key priorities established by the Board for the Association.  The document also provides the governance structure and individual Board committees within the FPA.

Download

 

FPA Scorecard - May 2009

Outlines the progress that the FPA has achieved during 2008/09 in meeting the strategic priorities set out by the Board.

Download
FPA priorities and key initiatives - November 2008

This booklet highlights the vision and key priorities established by the Board for the Association.  The document also provides the governance structure and individual Board committees within the FPA.

Download

FPA Scorecard - May 2008

Outlines the progress that the FPA has achieved during 2007/08 in meeting the strategic priorities set out by the Board.

Download

 

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