As part of our constitution, we publish an FPA Annual Report which can be found in the listed items below:
- The FPA Constitution
- 2017 FPA Annual Report
- FPA Board Charter and Code of Conduct
- Regulations regarding elections to Board and other positions at the FPA
- Member and Affiliate Regulation 2017
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.
Alison Henderson CFP®
Alison is a Director and a Practice Principal of SWA Financial Planning (originally known as Symes Warne & Associates), an FPA Professional Practice based in Wollongong, NSW. She has been a CERTIFIED FINANCIAL PLANNER® professional since 1999, and holds a Bachelor of Commerce, two Masters of Commerce (Financial Planning and Economics), and a Diploma of Finance and Mortgage Broking. In addition to her financial planning role at SWA, Alison also oversees compliance, HR management and positive culture development for the business.
Alison has been an active FPA member for over 20 years, during which she has spent time on the Legislation and Regulation Committee. Alison is currently on the FPA Professional Designations Committee.
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.
David Sharpe CFP®
David has been a financial planner and FPA member since 2003. He is a CERTIFIED FINANCIAL PLANNER® professional, has completed a Diploma in Financial Planning and holds a Bachelor of Commerce (Distinction) from Curtin University.
David runs his own financial planning firm, Globe Financial Planning based in West Perth. In 2016 he was shortlisted for the FPA CFP® Professional of the Year Award.
Prior to being elected onto the board David spent four years on the WA FPA Chapter, including two years as Chair. David can often be found in various media roles (TV, radio and print) advocating strongly for the Value of Advice.
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.
Michelle Tate-Lovery CFP®
Michelle Tate-Lovery is the Managing Director and Principal Adviser of Unified Financial Services (Carlton, Victoria) and has been self-licensed since 1994. In her 28 years in the financial services industry, Michelle has carved out a successful career as a CERTIFIED FINANCIAL PLANNER® professional and has been nationally recognised in 2012 as the FPA winner of the CFP® Professional Award and Money Management Financial Planner of the Year and 2013 Mentor of the Year. Michelle has been a finalist for Woman of the Year – Money Management and Super Review 2014 and 2013 and was awarded Goals Based Adviser of the Year through IFA Excellence Awards, 2017. In 2017, Michelle was voted by her peers and recognised in Financial Standard Top 50 Influential Advisers. Michelle has been on the FPA Transition to Fee for Service Taskforce and on the CFP Curriculum Taskforce for Ethics, Professionalism and Compliance and has judged FPA Best Practice Awards 2012 – 2016.
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
- Professional Standards and Conduct Committee
- Regional Chapter Committee
The details of each committee can be found in the 2016 FPA Annual Report.