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

Match My Planner Support

Created by the Financial Planning Association of Australia, Match My Planner is an online service to help connect Australians looking for a financial planner with FPA CFP professional® members. It’s designed to create matches based on their personal profile of money and life goals, not just location. It instantly notifies eligible FPA members that consumers are interested in financial planning services and it facilitates open conversation between consumers and FPA members in order to build trusted relationships with potential clients via the messaging feature on the member app.

Looking for a financial planner?

FPA members represent the highest professional and ethical standards in financial planning. Use our Match My Planner service to find one near you.

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frequently asked QUESTIONS for cfp® professionals


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