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

FPA to showcase professionalism at annual National Conference

Mr Rantall said the 2011 FPA National Conference, to be held over November 16-18 at the Brisbane Conference and Exhibition Centre, has been designed to continue to lift FPA members’ professional standards.

“We have themed this year’s Conference ‘Together we’re raising the bar’ because we recognise it will take a collective effort to transform the financial planning industry into a universally respected profession,” Mr Rantall said. “The Conference offers FPA members an important opportunity to discuss and debate the many aspects of what it means to be a professional financial planner in the post-GFC era as well as working through practical means to achieve this in a post-FoFA world.”

The Conference content has been created by a select Committee of FPA practitioner members, the majority of whom are Certified Financial Planner® professionals, and includes a series of ‘Masterclasses’ led by well-known experts.

For example, financial services legal specialist, Dr June Smith, will facilitate one Masterclass on ‘Implementing the FPA Code of Professional Practice into your business’. Elsewhere, Grant Holley and Tim Nethercote of Holley Nethercote Commercial Lawyers; Matt Fogarty of OnePath; and Alastair White of pHuel will put delegates through their paces in a Future of Financial Advice (FoFA) fitness Masterclass.

Mr Rantall said the 2011 FPA Conference agenda does not neglect big-ticket items with both FoFA and the changing superannuation system tackled in high-profile presentations, including a headline appearance by Bill Shorten, Minister for Financial Services and Superannuation and a motivational presentation by Olympic Gold Medallist, Kieren Perkins.

Delegates will also be treated to exclusive sessions that they won’t find at other industry events.  This includes the FPA Portfolio Construction Masterclass, presented by PortfolioConstruction Forum. 
Back again by popular demand, this session features a once-only gathering of the heads of all of the leading fund research houses in Australia in a panel session: Lonsec, Mercer, Morningstar, Standard and Poor’s, van Eyk and Zenith.

The Conference will also cover a diverse range of other business, practice management and technical issues including an update on the latest financial planning research by FPA chief professional officer, Dr Deen Sanders, and a philanthropy session headed by the legendary Chris Cuffe.

“It’s certainly been a watershed year for FPA members with FoFA and other reforms challenging how we operate,” Mr Rantall said. “But 2011 has also been a significant one for the FPA, our members and the Australian public as we transitioned into a purely professional member body.”

“This Conference is the largest and most well-established specialist event for financial planners in Australia.  This year’s Conference will be the premier event on the FPA calendar to showcase what we’ve achieved so far in our journey to raise the professional standing of our members.” said Mr Rantall.

Registration for the 2011 FPA National Conference is now open with early bird registration discounts of up to 30% available only until September 30.  Please visit the conference website to register at