Created by the Financial Planning Association of Australia, Match My Planner is a new online service to help connect Australians looking for a financial planner with FPA practitioner 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.
frequently asked QUESTIONS for cfp® professionals
How does the matching process work?
Why not filter by area of financial planning specialisation?
Why am I not able to message client requests? They are greyed out and the only option is to 'ignore’.
So when I get an app notification, do I have to respond?
Why am I receiving leads from people whose financial needs don’t match my service?
I'm getting a 'Something's gone wrong' message. How do I fix this?
I'm having issues logging into Match My Planner. How do I fix this?
How do I change my profile details?
If your question hasn’t been answered, please contact us using the form below, or directly via our Contact Page.