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

Netball World Cup superstars headline FPA Women in Wealth 2019


The Financial Planning Association of Australia (FPA) is delighted to announce its 2019 Women in Wealth event series will be headlined by sporting superstars, 2019 World Cup competitors and GIANTS Netball team mates, Caitlin Bassett and Jo Harten.

Platinum Asset Management is generously sponsoring the event series in Sydney, Melbourne, Brisbane, Adelaide and Perth* from 29 July through to the end of August. Details can be found here.

Caitlin shared her views on the challenges of leadership, teamwork and securing her own financial future in a recent Money & Life article, ‘Big dreams, big goals’, where she says, “You might not think that financial planning and female sport has much in common, but you’d be surprised. There’s plenty of similarities, like working as part of a team and dealing with setbacks and challenges. They’re the types of things that happen to people every day in business and that’s what I want to share with other women.”

Douglas Isles, Investment Specialist at Platinum Asset Management, will lead a conversation with Caitlin and Jo exploring what they’ve learnt about leadership, team work, resilience and more over their elite athletic careers.

The program is designed to support the career progression of women in financial planning and provide a powerful platform for networking, personal and professional development, and exploring mentorship opportunities.

Dante De Gori CFP®, CEO of the FPA, said: “Currently 27 per cent of FPA members are female, which compares favourably with the industry average of 20 per cent, but we want to help more women discover satisfying careers in financial planning. We want to support the growth of women in financial planning and this year’s inspirational headliners, Caitlin and Jo, remind us what tenacity, resilience and pursuing your passion can help you achieve.”

Douglas Isles said: “Research has shown the most important attributes for a good planner are being trustworthy, knowledgeable, and having strong emotional intelligence (EQ). Female advisers are associated strongly with these qualities – women in financial planning have a bright future.”

The FPA also partners with Financial Executive Women (FEW). Women attending in Sydney, Melbourne, Brisbane and Perth are invited to join FEW Founder, Judith Beck, when she hosts FEW Circle’s discussion group following the event from 2pm–3pm^. FEW’s Circle events are an opportunity to discuss topical issues with peers. Places are limited.

Caitlin and Jo will be competing on opposing teams at the 2019 Netball World Cup from 12-21 July in Liverpool, England: Caitlin as Captain of the Australia Diamonds, and Jo shooting for the England Roses.

Mentees, young planners or students invited by a paying delegate can access the event free of charge (limited tickets available). Please provide the name of your guest, their email, and organisation or university to [email protected]

* In Perth, only Caitlin will be speaking.

^ The FEW Circle will not be available at the Adelaide event.

The FPA Women in Wealth Program is presented by the FPA with generous support from Platinum Asset Management and FEW.