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

FPA announces new appointments to Board

The Financial Planning Association of Australia (FPA) is pleased to announce that Kearsten James CFP®, Julie Matheson CFP® and Julian Place CFP® have been elected to the FPA Board.

Ms James and Mr Place will serve on the FPA Board for the first time, while Ms Matheson has been re-elected to the Board after previously serving until 2016.

All three positions are for a term of three years and will be commence at the Annual General Meeting on 25 November 2020.

FPA Chair Marisa Broome CFP® said: “On behalf of the FPA Board, I am looking forward to working with Kearsten, Julie and Julian. Each bring important skills and experience which will add to the depth of knowledge on the FPA Board.”

The three appointments follow the expiry of terms for Board members Marisa Broome CFP®, Delma Newton CFP® and Michelle Tate-Lovery CFP® in November 2020.

Ms Broome has been appointed by the Board as an additional director and continues as FPA Chair for an additional term.

Ms Newton has served two terms on the FPA Board and is ineligible to stand again. Ms Tate-Lovery was eligible for re-election but made the decision not to stand again.

“I would like to sincerely thank both Delma and Michelle for their exceptional contributions to the FPA Board. Their commitment and service has been exemplary,” said Ms Broome.

More on the newly elected Board members

Kearsten James CFP® is the Gold Coast FPA Chapter Chair, a multiple FPA Award finalist and winner and has presented at the FPA Professionals Congress. Kearsten’s goal as a director is to ensure financial planning businesses remain profitable and sustainable, in order to provide affordable advice for all Australians.

Julie Matheson CFP® is a long standing member of the FPA, an FPA Distinguished Service Award recipient and has previously served on the FPA Board and many FPA committees. Julie is passionate about the profession of financial planning and ensuring advice is accessible and cost effective through a balanced approach to the regulatory burden.

Julian Place CFP® has been the FPA Chapter Chair for Melbourne for the last 10 years and is a member of the Financial Planning Education Council (FPEC). He is a past recipient of the FPA Distinguished Service Award and he is heavily involved with Future2. Julian is passionate about the value of financial advice and the noble work that financial planners do every day.