ABOUT the CRC
The CRC is an independent body put in place to ensure members are held accountable to the FPA Code of Professional Practice and Code of Ethics. The CRC plays a vital role in regulating the conduct of FPA members and upholding the highest ethical standards within the financial profession.
The key functions of the CRC are the following:
- Determining whether disciplinary proceedings should commence against members
- Hearing and determining complaints against members in respect of breaches
- Hearing and determining appeals.
CRC Panel members
The CRC is made up of experienced members of the financial planning profession, relevant experts and members of the public. The CRC may comprise up to 15 members, including the Chair and a Deputy Chair(s) each of which are appointed for a term of three years. The role of CRC Chair is typically held by a legally trained professional.
(CRC Chair – from 1 March 2017)
( CRC Deputy Chair – from 1 July 2017)
|Sandra Bowley CFP®||Financial Planner/Principal||SBFP||Appointed 1/08/18|
|Michael Chalmers CFP®||Financial Planner/Principal||Chalmers Private Wealth Pty Ltd||Appointed 1/08/18|
|Gregory Cook CFP® FFPA LRS®||Financial Planner/CEO||Eureka Whittaker Macnaught||Appointed 1/08/18|
|James Cotis CFP®||Financial Planner/CEO||Logical Financial Management Pty Ltd||Appointed 1/08/18|
|Cherie Feher CFP® LRS®||Operations and Insights Manager||BT Financial Group||Appointed 1/08/18|
|Dacian Moses CFP®||Financial Planner/Director||Waterfall Way Associates||Appointed 1/08/18|
|Lisa Palmer CFP®||Financial Planner/Practice Manager||Statewide Super||Appointed 1/08/18|
|Ragnhild Sky CFP®||Client Services Manager||Legal Super||Appointed 1/08/18|
|Petra Churcher||Consultant||IPAC||Appointed 1/12/17|
|Pippa Elliot CFP®||Financial Planner/Director||Momentum Planning||Appointed 1/12/17|
|Michael Miller CFP®||Financial Planner/Director||MLC Advice||Appointed 1/12/17|
|Shane Nicholas CFP®||Financial Planner/Principal||Innate Financial Services group||Appointed 1/12/17|