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

Currently, women make up 27% 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 a financial adviser.

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

2019 FPA Women in Wealth events

This year’s FPA Women in Wealth networking event series will feature sporting superstars, 2019 World Cup competitors and GIANTS netball teammates, Caitlin Bassett and Jo Harten.

Caitlin and Jo will join us straight from the 2019 Netball World Cup where they’ll play on opposing sides with Caitlin captaining the Australian Diamonds and Jo shooting for the England Roses.

Douglas Isles, Investment Specialist, Platinum Asset Management will lead a conversation with Caitlin and Jo exploring what they’ve learnt about leadership, teamwork, resilience and more.

Read the interview with Caitlin in the FPA’s Money & Life magazine.

Our FPA Women in Wealth events provide a powerful platform for networking and exploring mentorship opportunities as you engage in a lively and inspirational conversation. Everyone is welcome to attend!
We encourage you to invite your colleagues and host your clients at this networking event.

Sydney – Monday 29 July Book your ticket
Melbourne – Monday 5 August Book your ticket
Brisbane – Monday 12 August Book your ticket
*Adelaide – Monday 19 August Book your ticket
^Perth – Monday 26 August Book your ticket

Women attending an event are invited to join Financial Executive Women founder, Judith Beck, when she hosts a FEW Circle discussion group following the event from 2 pm – 3 pm.

Judith developed FEW to provide a confidential base for women to obtain support and guidance so they can realise their full potential. FEW’s Circle events are an opportunity to discuss topical issues with your peers. Limited seats available.

FPA Women in Wealth events are generously supported by Platinum Asset Management.

*Please note the FEW Circle is not available at the Adelaide event.

^Please note only Caitlin Bassett will be speaking at the Perth event.

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 – 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
Paul Garner CFP®
Novo Wealth
Adelaide
Marietta Gibbs
Allan Gray
Brisbane
Fran Hughes CFP®
FPA WA Chapter Chair / Intuitive Money
Western Australia
Jade Khao
FPA Sydney Chapter Chair / 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
Sydney