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

Women in Wealth

The FPA’s Women in Wealth program is designed to attract more women to the profession and to foster community, innovation and leadership amongst existing financial planners.

FPA Women in Wealth

FPA is proud to present FPA Women in Wealth – a program designed to advance the progression of women in financial planning.

Currently, women make up 26% of the FPA membership, and only around 20% in the profession.  In order to continue to nurture and grow our profession, it is vital that we support more women to consider a career in financial planning as well as to progress from financial associate roles to that of financial advisor.

The program offers mentoring and personal and professional development opportunities to support career progression.

FPA Women in Wealth events in 2019

The FPA Women in Wealth event series features inspirational speakers and opportunities for networking.

Stay tuned for announcements about the 2019 event series!

FPA Women in Wealth events are generously supported by Macquarie Bank.

Partnership with Financial Executive Women

Our collaboration with Financial Executive Women (FEW) will help foster community, innovation and leadership amongst existing female financial planners and also encourage more women to choose financial planning as their profession.

FEW provides structured career advocacy and support programs to help women progress in their careers. As part of our partnership, FPA members receive discounted rates on FEW membership and events.  FPA also partners with FEW to offer members the opportunity to participate in a ‘Circle’ discussion at selected FPA Women in Wealth events.

I’m a man – so what’s in it for me?

Our FPA Women in Wealth event series is intended to benefit men and women alike since everyone has a role to play in advancing work culture and diversity.

In an increasingly competitive business environment, gender diversity has been proven to support sound business strategy: young employees look to work for progressive companies and they want to feel represented and supported in their career development goals.

FPA Women in Wealth Champions

We gratefully acknowledge the many committed FPA Women in Wealth Champions who are local advocates for our female financial planners.

Position title Chapter
Marisa Broome CFP®
Chair, FPA
Sydney

Sheila Cabacungan CFP®

Carnegie Financial Planning

Sydney

Marietta Gibbs

Allan Gray

Brisbane

Samantha Harrison CFP®

Wotherspoon Wealth

SA

Fran Hughes CFP®

FPA WA Chapter Chair and Intuitive Money

WA

Jade Khao

Aon

Sydney

Allison Macfarlane

Centuria Capital Ltd

Sydney

Sally Mackey CFP®

NAB Financial Planning

Melbourne

Caroline Rees CFP®

Telstra Super

Brisbane

Tracey Sofra CFP® 

Founder & CEO, WOW Women

 Goulburn Valley

Rosa Velkovski

NAB Asset Management

 Melbourne

Pene Lovett

FPA Chief Operating Officer