Women in Financial Planning

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

(formerly FPA Women in Wealth) is designed to benefit our members by fostering community, innovation and leadership. Women make great financial planners, yet are under-represented in having long-term careers in advice.

What could The Great Resignation mean for you and your business?

Celebrating International Women’s Day 2022

Research shows almost half of Australian workers plan to look for a new job in the next six months. Now is the time to get clear on your strengths and your ‘why’ so you can confidently plan the next steps of your career. It’s also an opportunity for employers to find better ways to attract, invest in and retain a diverse workforce. To mark International Women’s Day 2022, our guest panel share their views.

Watch the recording of our International Women’s Day webinar featuring Marisa Broome CFP®, Nikki Smith, Naomi Alletson AFP®, Ceara Keene and Sarah Abood discussing the pandemic’s effect on women in financial planning, how to achieve a satisfying career and the “Great Reunion”.

Hear from women who are making a difference in our profession

Our 2021 International Women’s Day webinar is still available to view. Access the recording here.

We explore how women are making a difference in our profession and why the decision to be a financial planner has positively impacted their lives.

Hosted by Sue Viskovic, business coach and keynote presenter, you’ll hear our panel of CFP®professionals discuss:

  • Diverse career pathways and opportunities within the profession
  • The opportunities and benefits of a career in financial planning
  • The differences women bring to our profession within a business, when interacting with clients and the ways they give back.

Our panel share their career stories, how they have overcome their challenges and the lessons they’ve learnt.

FPA Women in Financial Planning champions

We gratefully acknowledge the many committed FPA Women in Financial Planning champions who are local advocates for our female financial planners.