The FPA has named a former Bridges Financial Services manager as its new head of advice partnerships and membership as part of other changes to the association’s teams.
Jason Tattershall joins the association after working for 11 years as an alliance manager with IOOF’s Bridges Financial Services. He has more than 20 years’ experience in the financial industry, the FPA said in a statement.
FPA chief executive Dante De Gori said members and partners would benefit from Mr Tattershall's industry relationships and mentoring skills.
“Jason’s insight and breadth of experience will be an asset to our team. We are committed to supporting members in their businesses, and with Jason’s partnership we look forward to helping them continue to deliver excellent outcomes for their clients,” Mr De Gori said.
At the same time, the FPA announced it has appointed former Asteron Life technical services manager, Dimitri Diamantes, as its new policy manager. Mr Diamantes, prior to Asteron Life, headed the technical services divisions at Midwinter Financial Services and Zurich.
In his new role, he will focus on promoting the interests of members and consumers through submissions to government, the statement said.
Further, the FPA’s professional standards advocacy manager, Ben Marshan, has been promoted to head of policy.
Mr Marshan has nine years’ experience as a financial planner and senior manager at State Super Financial and has been working with the FPA on member committees and working groups for 10 years, the statement said.
Mr De Gori said the three new appointments will strengthen the FPA’s policy focus.
“I’m delighted to have both Ben and Dimitri in our policy team. They are both CFP professionals with a deep understanding of the intricacies and complexities of the financial planning process,” he said.
“We recently surpassed 12,000 members and affiliates. With that comes a diverse need for member support and our growing team will ensure that members feel supported over the coming years. That will always remain a priority for us,” Mr De Gori said.
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 09:42Only 12% of advice practices have exit plansBy Adrian Flores
- 09:42CIPRs need to account for future mortality rates, study findsBy Adrian Flores
- 09:42Freedom halts selling of life insuranceBy Adrian Flores
- 7 Dec 2018New ASIC deputy chair announcedBy Adrian Flores
- 7 Dec 2018Growth companies fund added to Macquarie WrapBy Adrian Flores
- 7 Dec 2018ASIC makes unique AFSL decision on foreign adviserBy Adrian Flores
- view all