As part of our constitution, we publish an FPA Annual Report which can be found in the listed items below:
- The FPA Constitution
- 2015 FPA Annual Report
- FPA Board Charter and Code of Conduct
- Regulations regarding elections to Board and other positions at the FPA.
Neil Kendall CFP®, Board Chair
Neil is the Managing Director of Tupicoffs Pty Ltd, an FPA Professional Practice based in Brisbane. Neil has won a national and two state FPA Value of Advice awards in 2006, as well as being a national finalist in 2009. He was nominated for Australian of the Year in 2011 and 2013. Neil was the Money Management Financial Planner of the Year in 2006 and runner-up in 2009. Neil has qualified in the Masterclass Top 50 in 2006, 2008, 2010 and 2012.
Neil was treasurer of the FPA Brisbane chapter for four years, and also spent time on the Legislation and Regulation Committee. A CERTIFIED FINANCIAL PLANNER® he has a degree in business, and a Diploma in Financial Planning. He is a Fellow of the FPA and a Member of the Australian Institute of Company Directors. Neil is currently a member of the Remuneration and Succession Planning Committee of the Board and Chair of the Policy and Regulations Committee of the Board.
Marisa Broome CFP®
Marisa is the Managing Director of Wealthadvice, an FPA Professional Practice operating in Sydney. Marisa has over 30 years’ experience in financial services – with the last 18 years owning her own firm and practising as a financial planner. Marisa is currently the Chair of the Professional Standards and Conduct Committee and has been an interim Chair of the Policy and Regulations Committee. Marisa has been an active member of the FPA since its inception, being involved in national committees on Education, Annual Conferences and the Sydney Chapter.
Matthew Brown CFP®
Matthew is Practice Principal and a CERTIFIED FINANCIAL PLANNER® professional at MiQ Private Wealth, one of the largest private wealth planning groups in Australia, and has over 26 years’ experience in the financial planning profession. Matthew is currently a member of the Board Audit and Risk Management Committee, the Governance and Remuneration Committee and the Chair of the Regional Chapter Committee. Matthew has been an active member of the Gold Coast FPA Chapter since 2000, holding the role as Treasurer for 5 years, and more recently Chapter Chair of Gold Coast since 2007.
Matthew also holds the position of Chairman of Broadbeach Alliance Pty Ltd, a not-forprofit organisation that runs and controls the precinct and events within Broadbeach on the Gold Coast. Matthew is a member of the Australian Institute of Company Directors.
Julie Matheson CFP®
PLANNER® professionals to be registered in Australia. Julie originally started her career in financial planning as a dealer’s representative in 1987, and over the years has worked as a representative for small and large licensees. More recently, she owned and managed a small licensee for ten years until the business was sold. Julie joined Apt Strategy as a representative in 2010. In 2012, Julie graduated from University of Western Australia with a Bachelor of Arts degree in political science, international relations and history. In 2015, Julie furthered her education to achieve the LRS® Life Risk Specialist designation.
Julie was first elected an FPA Board Member in 2006, with a short break in 2010. She was re-elected in 2010 and again in 2013. Julie has also served as the Western Australia Chapter Chair from 2005-2006, in addition to committee appointments over the past 20 years in the areas of regulations, the Diploma of Financial Planning DFP8, PI insurance, SOA and risk management. Her board committee responsibilities have included Audit, Chair of
the Education and Member Services, Member Engagement, Remuneration and Succession Planning Committee. She is currently Chair of the Professional Designations Committee, and a member of the Governance and Remuneration Committee. Julie provides specialist consultancy to Aboriginal trustees in the Pilbara identifying financial needs of members, and is an elected member for the City of Subiaco.
Delma Newton CFP®
Delma has been a financial planner for over 20 years and has been a member of the FPA since 1995. She is a CERTIFIED FINANCIAL PLANNER® professional and holds degrees in Economics and Accounting. Delma runs her own Financial Planning business, Total Portfolio Management Pty Ltd.
Prior to being elected to the FPA board in 2014, Delma had served on the Brisbane Chapter Committee for over 10 years, 5 of these as Chapter Chair. Delma also served on the FPA Membership Committee. Delma’s current role on the Board is as the Chair of the 2015 FPA National Congress.
Mark O'Toole CFP®
Mark has over twenty five years experience in providing financial advice, including extensive experience working with executives in senior management roles. He established his own business in 1998 and continues to strive to provide high quality advice aligned with his clients values and best interest.
Mark has been part of leading advice networks, including Deutsche Bank and Godfrey Pembroke. Within these networks Mark has played key roles as Chairman of both Deutsche Bank’s financial advisory board and Godfrey Pembroke’s Advisory Board. He is also a registered Tax Adviser with the Tax Practitioners Board of the Australian Government.
Mark has attended The Stanford Graduate School of Business executive education program in California, USA, and is a member of the Australian Institute of Company Directors. Mark is also currently a trustee for the Sunrise Foundation.
Mark Rantall CFP®
Mark is a passionate CFP® professional, with a 25-year career in financial services. He served as CEO of the FPA from 2010 to February 2016, spearheading the campaign to raise the standing of Australia’s professional financial planners and build consumer trust in the profession. His drive and determination saw the FPA achieve many milestones in this journey so far.
Prior to the FPA, Mark had already spent several years at the forefront of an evolving profession. He was involved in the creation of The NAB Academy and held the post of Dean of Advice after serving as Managing Director of Godfrey Pembroke from 2003 to 2008. In this role, Mark successfully facilitated more than 200 Godfrey Pembroke advisers to transition to a fee-for-service remuneration model.
Philip became a Partner in one of the antecedent firms of Ernst & Young in 1966 and remained a Partner until his retirement from Ernst & Young in 2001. He practised in a range of disciplines over his career with his special interests being in the fi eld of transaction support and performance improvement. In these roles he was involved in a number of capital raisings by IPO and private equity. His passion for corporate performance improvement was the skill that led to his promotion through the Ernst & Young organisation to be South Australian Managing Partner from 1979 to 1998 and National Chairman from 1992 –1994. Philip has held a number of Board positions. Philip is the Chair of the Audit & Risk Management Committee of the Board.
Previous roles include Chief Financial Officer and Director positions with various commercial property companies such as Cameron Brae and BIS Shrapnel. Pene is a member of CPA Australia and began her career as an accountant and financial controller.
Her current role at the Financial Planning Association covers all elements of the association – from finance to member engagement and from staff retention to IT. Pene is passionate about opportunities for women in finance and is a keen advocate for mentoring and career development.
The FPA operates a number of committees, each of which are responsible for advancing certain areas within the FPA professional framework. The committees comprise a combination of practitioner members and industry experts, and each committee has a defined terms of reference.
The current FPA Committees are as follows:
- Audit and Risk Management Committee
- Governance and Remuneration Committee
- Policy and Regulations Committee
- Professional Designations Committee
- Member Engagement and Growth Committee
- Professional Standards and Conduct Committee
- Regional Chapter Committee
The details of each committee can be found in the 2015 FPA Annual Report.