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The Financial Planning Association of Australia (FPA) has announced the appointment of Jason Tattershall as Head of Advice Partnerships and Membership, and Ben Marshan CFP® as Head of Policy, effective today. Dimitri Diamantes CFP® has also recently been appointed to the role of Policy Manager.
Mr Tattershall has more than 20 years’ financial industry experience and eleven years experience in the planning industry at Bridges Financial Services. Prior to joining Bridges Mr Tattershall spent eleven years in member-owned financial insitutions.
FPA CEO, Dante De Gori CFP® said members and partners would benefit from Mr Tattershall’s industry relationships and mentorship 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,” said Mr De Gori.
Mr Marshan has been promoted to Head of Policy following six months with the FPA as Professional Standards Advocacy Manager. He has a further ten years’ experience working with the FPA on member committees and working groups and spent nine years at State Super Financial Services (now StatePlus) as a Financial Planner and Senior Manager. Ben holds the CFP® and LRS® Life Risk Specialist designations, as well as a Masters of Commerce in Financial Planning.
Mr Diamantes previously headed the technical services divisions at institutions including Asteron Life, Midwinter Financial Services and Zurich; specialising in delivering technical strategy advice for financial planners and the wider industry. With over a decade of policy experience, his role at the FPA will focus on promoting the interests of members and consumers through submissions to government, with member input a key priority.
Mr De Gori said the appointments would further 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.
“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,” said Mr De Gori.