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Home News

FPA names new directors

The chairs of the FPA Gold Coast and Melbourne chapters have joined the national board, as a former member and Perth chapter chair has returned.

by Staff Writer
October 28, 2020
in News
Reading Time: 1 min read
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Gold Coast FPA chapter chair Kearsten James and the body’s Melbourne chapter chair Julian Place will serve on the national board for the first time, while business specialist Julie Matheson has been re-elected after previously serving on the board for ten years up to 2016.

All three positions are for a term of three years and will commence at the FPA’s annual meeting on 25 November.

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Ms James is a financial planner from Cooper Wealth Management, having previously been head of advice and a senior paraplanner at Brisbane-based practice Tupicoffs.

Meanwhile, Mr Place was formerly a partnership manager at Hillross Financial Services and Charter Financial Planning.

Ms Matheson was also previously chair of the FPA Perth chapter.

They have come as Tupicoffs planner Delma Newton and Michelle Tate-Lovery, managing director and principal of Unified Financial Services, are set to exit the FPA board.

FPA chair Marisa Broome commented each of the new directors “bring important skills and experience which will add to the depth of knowledge on the FPA board”.

Ms Broome’s first term will end in November and she will continue as FPA chair for a further term.

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Comments 11

  1. Anonymous says:
    5 years ago

    FPA members should be deeply ashamed at how much they have hurt the advice industry and impacted the ability of ordinary Australians to get advice. Shame on FPA members.

    Reply
    • Anon says:
      5 years ago

      So it’s the fault of all FPA members?

      With indiscriminate vilification like that you could get a job at Fairfax or ABC. Or perhaps at ASIC?

      Reply
  2. FPA revolt group says:
    5 years ago

    More people entering the useless club so our hard earn membership dollars can be spent on yes people who can force change or 20th-century thinking

    Reply
    • Anon says:
      5 years ago

      did you vote?? Stop you whinging and stand up and do something about it. All we hear from people like you is that it is everyone else fault but my own. Grow Up!!

      Reply
  3. Anonymous says:
    5 years ago

    seriously, are there any IFA’s actually stupid enough to be members?

    Reply
    • Anonymous says:
      5 years ago

      Plenty of IFAs are members because the FPA is ultimately moving in the right direction, in spite of its stuttering two steps forward, one step backwards journey.

      The election of an AMP sales rep to the Board appears to be one of those unfortunate backward steps.

      Reply
      • Anonymous says:
        5 years ago

        How is the FPA moving in the right direction?

        Reply
      • Chris Tobin says:
        5 years ago

        I was going to mention the same thing. With respect to Mr Place, why on earth would the supposed peak body for advisers in this country appoint a non practising relationship rep employed by a discredited product manufacturer to the Board?

        Reply
        • Anonymous says:
          5 years ago

          The majority of the FPA Board is made up of ‘elected’ directors not appointed. They have been elected by the membership. The FPA Board did NOT appoint them. Understand the facts before you make judgement.

          Reply
        • Anon says:
          5 years ago

          They didn’t appoint him, he was elected. However surely there needs to be a constitution change so that only practising advisers can be FPA members.

          Reply
      • Anonymous says:
        5 years ago

        When you’ve helped to kicked the guts out the industry there is only one way to go isn’t there.

        Reply

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