Marisa Broome CFP^® is the Managing Director of Wealthadvice, an FPA Professional Practice operating in Sydney. A CERTIFIED FINANCIAL PLANNER^® professional, Marisa has over 30 years’ experience in financial services – with the last 22 years owning her own firm and practising as a financial planner. In addition to her role as Chair of the FPA, Marisa is also a member of the Code Monitoring Working Group. While a director of the FPA, Marisa has been the Chair of the Professional Standards and Conduct Committee, Chair of the Policy and Regulations Committee, a member of the Audit and Risk Committee and the Chair of the FASEA Working Group. 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.

Jane Bowd is the Group Company Secretary & Corporate Counsel at Coca-Cola Amatil.  Jane holds a Graduate Diploma of Applied Corporate Governance, Master of Laws, Graduate Diploma of Legal Practice, Bachelor of Laws, Bachelor of Arts, and is a graduate of the Royal Military College Duntroon. Jane brings deep knowledge and expertise in legal and governance matters from her prior financial services roles, and private practice.

Diana is an experienced non-executive director and independent adviser. Diana’s executive career includes more than 30 years as lead executive director in a “Big 4” global accounting firm delivering corporate finance, business valuation, and investment (merger & acquisition ) advice across a number of industry sectors.

Diana currently is a board member on six boards, four of which she chairs. Diana is also an independent member of the audit, governance, and risk committee of the NSW Independent Commission Against Corruption (ICAC). Diana is the Chair of the Audit and Risk Management Committee of FPA.

Diana has a Bachelor & Masters of Commerce Degree, is a Fellow of the Institute of chartered Accountant Australia and New Zealand, (FCA) , Graduate and member of the Australian  Institute of Company  Directors (GAICD) , and Fellow of the Governance Institute of Australia (FGIA)

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 and chaired the FPA Professional Designations Committee. Alison is the current Chair of the Policy and Regulations Committee and a Director of the Future2 Foundation.

Kearsten James joined the financial planning profession in 2004 and has been a CERTIFIED FINANCIAL PLANNER^® professional since 2009. In addition to completing the CFP^® certification program, she holds a Bachelor of Commerce (Financial Planning & Investments) and is also a Life Risk Specialist^®. Kearsten runs her own self-licensed financial planning firm, Addi House, based on the Gold Coast.

Kearsten won the FPA Paraplanner of The Year Award in 2018 and was a finalist in the FPA CERTIFIED FINANCIAL PLANNER^® Professional of the Year Award in 2019.

Prior to joining the board in November 2020, Kearsten was the Gold Coast FPA Chapter Chair. Since joining the board, Kearsten has been involved in the development of the FPA Masterclass Series and the FPA Professionals Congress.

William is a practitioner member of the Board with a special interest in human rights, government policy relating to vulnerable Australians and disability policy. William has been a member of the FPA since 2008 and became a CERTIFIED FINANCIAL PLANNER^® professional in 2010. In addition he holds a Bachelor of Business (Applied Finance, Financial Planning) and a Master of Disability Studies.

He was a member of the FPA Board Policy and Regulations Committee from 2011 to 2016, as well as the NSW State Winner in the CFP^® Professional Best Practice Award in 2012, the NSW State Winner for the Future2 Community Service Award in 2014 and in 2016 a finalist in the CFP^® Professional of the Year Award. Notably, he has been acknowledged by State and Federal Governments for his work with people with disabilities and their families and was chosen as a finalist in the National Disability Awards (UN, Commonwealth) in the Emerging Leader category.

Julie Matheson CFP^® is a long standing member of the FPA, an FPA Distinguished Service Award recipient and has previously served on the FPA Board and many FPA committees. Julie is passionate about the profession of financial planning and ensuring advice is accessible and cost effective through a balanced approach to the regulatory burden.

Appointed to the FPA Board in 2020, Julian Place CFP^® has been an active member of the FPA Melbourne Chapter for over 20 years including the past 12 as Chapter Chair. He is a member of the Financial Planning Education Council (FPEC), and a current member of the RMIT Industry Advisory Committee. A past recipient of the FPA Distinguished Service Award, Julian has lectured in financial advice at several universities and is heavily involved with the Future2 Foundation. A past director of not for profit organisations, and a CERTIFIED FINANCIAL PLANNER^® professional since 2005, Julian is passionate about the value of financial advice, the significant difference advisers make in the lives of their clients, and advocating for sensible regulation that makes financial advice accessible for consumers and an attractive and sustainable profession.

David is Deputy Chair of the FPA Board and 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 self-licensed 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.

David chairs the Professional Standards and Conduct Committee, the Regional Chapter Committee and is also a member of both the Governance and Remuneration Committee and the Board Audit and Risk Management Committee.