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FPA is governed by an elected Board and operates through the executive, member committees, and a network of geographically based Chapters and Principal member forums representing and serving members at a local level.
Board
The FPA Board identifies priorities for member activities, key services, policies and operating strategies. The Board is required by its Constitution to have five elected directors.Two (2) directors representing Principal members (one [1] elected director representing Principals with 20 Representatives or less and the other one [1] director representing Principals with 20 or more Representatives); and three (3) directors representing practitioner members. The Constitution allows the FPA to invite up to three (3) independent directors to join the Board. The Constitution also appoints the CEO to the Board. Director elections will take place on a three year rotational basis.
View profiles of current FPA Board.
Committees
The FPA Board sets the strategy and priorities of the Association, delegating responsibility for policy development within agreed strategic priorities to a number of Board committees:
- Audit and risk management
- Remuneration and Succession Planning
- Membership and Marketing
- Professionalism, and
- Strategic Policy
Each Board committee is chaired by a Board director. The first two committees comprise Board Members only, and the other three committees comprise a cross section of FPA members with relevant experience.
The Board committees have other committees and taskforces focused on specialist areas. The taskforces are set up with a specific objective and are disbanded when that objective is achieved.
The Complaints and Disciplinary Committee and the Conduct Review Commission comprise a number of experts and both report to the Board.
To find out more about FPA committees, click here.
Chapters
FPA Chapters – currently 32 in number – operate in cities as well as major regional centres throughout Australia.
Each Chapter is run by an elected committee made up of FPA members and is responsible for promoting and supporting member activities and implementing agreed FPA activities, particularly professional development seminars and workshops, at a local level.
The Chapters play a prominent role in public awareness and information activities such as FPA’s Financial Planning Week, held each year in the last week of May.
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New South Wales
Sydney
Mid North Coast
Newcastle
New England
Riverina
Western Division
Wollongong
ACT |
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Victoria
Melbourne
Albury Wodonga
Ballarat
Bendigo
Geelong
Gippsland
Goulburn Valley
South East Melbourne |
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Queensland
Brisbane
Cairns
Far North Cost
Gold Coast
Mackay
Rockhampton / Central Queensland
Sunshine Coast
Toowoomba / Darling Downs
Wide Bay |
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South Australia
Adelaide
Sunraysia
Northern Territory |
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Western Australia
Perth |
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Tasmania
Hobart
Northern Tasmania |
To find out the latest Chapter events near you, click here.
Executive
Chief Executive Officer
Mark Rantall was appointed CEO and Board director of the FPA on 1 July 2010. Mark is highly qualified and respected within the profession and has a wealth of experience working with financial planning practices of all sizes over the past 25 years. In 2008, Mark was involved in the creation of The NAB Academy, where he was dean of advice until his appointment as FPA CEO. Prior to this appointment Mark chaired the CFP Certification Committee for the FPA, and initially joined NAB as Managing Director of financial planning firm Godfrey Pembroke from 2003 – 2008. During 2006 Mark successfully helped Godfrey Pembroke transition more than 200 advisers to a fee-for-service remuneration model.
The FPA is comprised of 52 employees based in Sydney and Melbourne. Member Liaison Officers provide support to Chapters in each state from the Sydney office.
The various business units within the FPA are outlined below. Those operating out of the Melbourne office include Education (part of the Professionalism team), Finance (part of the Operations team) and Member Services (part of the Membership and Marketing team).
Policy and government relations
With the support of policy and technical committees, the policy and government relations team prepares submissions to government and regulators, and provides lobbying support on matters likely to impact members.
Professionalism
This unit focuses on developing and maintaining professional standards, and incorporates compliance, complaints and discipline and CFP® certification. Professionalism sources, develops and delivers the FPA’s CFP Certification Program and a full range of continuing professional development (CPD) online courses, workshops and seminars. The Education team provides CPD accreditation for external courses and events and Quality Education Accreditation for education providers.
Membership and Marketing
The Membership and Marketing team is responsible for retaining and acquiring members and ensuring satisfaction and loyalty increases annually. The unit is also responsible for appropriate positioning of the FPA, taking into account members’ views, media relations, brand management, events, advertising, marketing and campaigns.
Operations
The business management unit includes finance (budgeting and accounting), legal, human resources and IT.
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