FPA connects more Australians with quality advice through enhanced ‘Find a Planner’ technology
The Financial Planning Association of Australia (FPA) is connecting more consumers with FPA members via its enhanced Find a Planner tool.
The ‘Find a Planner’ directory enables consumers to search for a local financial planner. The latest enhancements now enable consumers to contact financial planners directly, through a new ‘Send a Message’ feature. Financial planners can now also personalise their profile by uploading a photograph.
“Our environment is undergoing rapid technological change, with research showing that for those seeking advice, online sources are the second most popular source of information after family and friends,” said FPA CEO Mark Rantall.
“It’s therefore important that we evolve to offer new opportunities that ensure Australians can easily engage with financial planners in a way that suits them best, in this case from a PC, tablet or mobile phone. Prominently displayed on the new FPA website, the Find a Planner tool is now fully mobile responsive, providing visitors with a better experience.
“We know that many Australians don’t know where to find high quality financial advice. The latest features make it easy for consumers to interact with a financial planner they can trust.
“I encourage CFP® professionals and Financial Planner AFP® members to update their Find a Planner profile by uploading a photo and summary about themselves today. We have developed a simple guide to help members do this, and this can be found in the Member Centre.
“The FPA vision, ‘Through our members, we stand with Australians for a better financial future’ is something the FPA lives and breathes every single day. We see our latest technological upgrade as another important step towards helping Australians build a better financial future.” said Mr Rantall.
Find a Planner can be found at www.fpa.com.au/find-a-planner
 FPA Investment Trends research: Investment Trends 2014 Advice & Limited Advice Report