The Financial Planning Association of Australia The Financial Planning Association of Australia

Annual Report

Information on the strategic priorities, key projects and results achieved on behalf of FPA members.

Welcome to the 2020 FPA Annual Report

It covers detailed information about the FPA’s MAC (Members, Advocacy, Consumers) strategic priorities, key projects and results we’ve achieved on behalf of our members over the past financial year.

Download the full report or explore the sections below.

Download

 

 

 

Read the FPA Chair’s Report
by Marisa Broome CFP®

 

 

 

 


 

 

 

Read the FPA CEO’s Report
by Dante De Gori CFP®

 

 

 


 

 

 

View the FPA’s year at a glance

 

 

 


 

 

 

 

 

FPA Hall of Fame – honouring past Chairs, honorary members and award winners

 

 

 

 

 


 

 

 

 

 

About FPA – our vision, strategy and member composition

 

 

 

 

 


 

 

 

 

 

Members – services, programs and resources as the professional body of choice for the financial planning profession

 

 

 

 

 


 

 

 

 

 

Advocacy – strong, sustained efforts with government and regulators as the leading voice for the profession

 

 

 

 

 


 

 

 

 

 

Consumers – showcasing the value of financial advice among all Australians, increasing awareness and use of financial planners

 

 

 

 

 


 

 

 

 

 

Financial Statements