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

Cbus advice referral program a window to Australia’s bright professional future

A landmark referral arrangement struck between the Financial Planning Association of Australia (FPA) and the Construction and Building Industry Superannuation Fund (Cbus) will open new pathways to connect more Australians with high quality advice from CERTIFIED FINANCIAL PLANNER® professional members of the FPA.

Cbus represents over 700,000 industry and general public members, and serves in excess of 80,000 employer groups.

“These formal arrangements with Cbus give us an exciting insight into a future where trusted professionals may openly collaborate with member-based organisations to deliver high quality outcomes in the best interest of the member,” said FPA CEO, Mark Rantall.

The scheduled 1 September 2014 commencement of the national referral program by Cbus follows an extended pilot arrangement during which eligible members of the industry superannuation fund gained access to professional financial planning services, delivered by a CFP® practitioner operating within an FPA Professional Practice.

David Atkin, Cbus CEO, said: “We are delighted to have concluded a successful pilot program and are in the process of rolling out the referral arrangements nationally.

“It means Cbus members can access world class professional financial planning services. Importantly, this is a sound and proven initiative that represents ongoing value and benefits for our members.

“The program is expected to encourage deeper engagement among members with their super and retirement planning,” Mr Atkin added.

Mark Rantall, FPA CEO, said: “FPA again acknowledges Cbus and its Board for taking the final step in bringing Cbus members close to CFP® professionals operating within the FPA Professional Practice network.

“These collaborative pathways are a window to a bright future where more Australians are served by professionals who uphold world class standards in education and ethics,” Mr Rantall concluded.