Once a consensus was agreed on, the Australian community of advice technology providers was set a challenge to create their vision of what the future SOA could look and feel like, as a starting point for the next decade of financial planning.
The FPA would particularly like to thank the working group, made up of different parts of our profession; individual financial planners, adviser groups, paraplanners, lawyers, academics, research, compliance, small, medium and large AFSLs, Fintechs and Regtechs, consumer advocate, and video animation communication. ASIC was also invited to be part of this group and attended the meetings in observation only capacity.
Thank you for all the time, effort and considerable work that has been given to this report.
The members of the FPA SOA Technology Working Group included:
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- Ben Marshan – FPA
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- Clayton Daniel – XY Adviser
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- Hayley Knight – Contract Paraplanning Services
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- Zoe Higgins – Holley Nethercote
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- Dr Katherine Hunt – Griffith University
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- Jason Andriessen – CoreData
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- Michelle Tate-Lovery
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- Peita Diamantidis
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- Peter Richards
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- David Hunt – Madison Financial Group
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- Andy Marshall – IOOF
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- Tanya Seale – Clearview and LaVista Licensee Solutions
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- Sarah Abood – Profile Financial Services
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- Fraser Jack – Advice Intelligence
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- Samantha Clarke – Advice Regtech
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- Danielle Cornelissen – 3 Genies
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- Emma Heath – Words by Nuance
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- Michael Back – Human to Human
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- Mark La Bozzetta – Sales Preso
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- Patrick Flynn – Simply Kaizen Consulting
Finally, a special thank you to Fraser Jack and Jason Andriessen for putting together this report and lending their expertise in technology, consumer behaviour and the future.
Disclaimer
This report does not constitute legal advice. We encourage you to seek your own professional advice to find out how the Corporations Act and other applicable laws apply to you, as it is your responsibility to determine your obligations. Examples within this report are purely for illustration; they are not exhaustive and are not intended to impose or imply particular rules or requirements.