The Financial Planning Association of Australia has launched the Match My Planner online service to connect Certified Financial Planner professionals with clients.
The platform, available on the FPA’s website, uses a UX-based research approach to match people online with a professional based on a personalised profile with money and life goals.
Match My Planner determines a consumer’s financial goals, demographic information and the number of planners they wish to talk to before sending out the profile to relevant FPA members.
FPA chief executive Dante De Gori said the service was empowering Australians by giving them an easier way to search and find a CFP professional on their own terms.
“We believe this new interactive matching service is a game-changer for how people connect with financial planners that hold the highest available designation for their profession,” he said.
Every consumer is different with their own goals and circumstances, said Mr De Gori, and this service would connect consumers with the best planner for their economic and lifestyle situation.
“The new Match My Planner online service ticks more of people’s boxes, and also focuses more exclusively on connecting consumers with the highest level of qualification currently available in Australia,” he said.
The previous location based Find a Planner directory has been successful for the FPA but consumers were wanting a more personalised service that fitted their needs.
“It’s a new economy, a digital economy, where consumer expectations and technological possibilities have shifted,” said Mr De Gori.
“The previous Find a Planner tool is heavily based on geographic location. Research confirmed our hypothesis that it’s an important decision criterion but not the primary one.”
The service was initially launched late last year but it is now in full service across the FPA network.
By 2024 the App will be saying “I am sorry there are no Planners listed within 2000 KM’s of you, Please proceed to one of our institutional sponsors listed below for some General Advice”.
I hope they’re not still confusing the highest qualification available with the CFP.
I just love the comments this debacle is attracting. Classic, you couldn’t write this script.
a) it was a pain to actually find – although ifa could help by linking to things in their articles.
b) what an outdated experience, poor ux and you get nothing at the end except some planners (you dont know) will be in touch.
While the industry is burning to the ground the FPA was working on an online app. They should be embarrassed!
Dear Mr De Gori, according to FARCICAL, the highest FP designation in this country is not worth two bob. Otherwise, I’d have five credit points, not two.
So just to confirm this new launch, discriminates against all advisers that aren’t CFP? Why do I pay my FPA Fees membership then?
Another example of how the FPA adds no value to the industry and its members as a whole, when they should be fighting for our rights
Yet another financial planner directory service that will generate lots of activity from fund managers, conference organisers, recruiters, technology providers, competitors, regulators, and other directory services. But bugger all from real consumers.
Tinder for Planners ?
But will you respect me in the morning ?
Top job FPA, ignore many of your other members, such as AFP’s that might already hold higher qualifications than CFP, but chose not to undertake the CFP program for many reasons. Clearly you have been very happy to collect the fees from non-CFP members, but decide to shaft them. Further, there are many CFP’s that simply were granted the CFP after doing the old DFP, so hardly more qualified than most advisers remaining today. In the new post FASEA world CFP will be completely irrelevant anyway….you are either qualified and competent or not. End of Story!
Agree with Bob, FPA next step will be dating app to match planners to other jobs as they leave the industry.
As each day goes by I realize more and more how technologically incompetent the financial services industry is. The FPA app is a good idea, that should have been rolled out 5 years ago.
Ha ha ha ha ha wait wait wait sorry, so instead of fighting for planners and the industry you have been focused on a dating style app to match to a planner that probably won’t even be around for much longer thanks to the lack of you lot doing what’s in the members best interest
Dante De Gori. The CFP that isn’t a financial planner. How come he can still use the mark when he’s not authorised to give financial advice???