Professional Affiliations

Strategic Financial Solutions Pty Ltd's membership of the Financial Planning Association (FPA) provides to our clients the additional assurance of:

  • quality service,
  • qualified and skilled advisers, and
  • effective investment planning advice.
What is the FPA?

The Financial Planning Association of Australia Ltd (FPA) is the peak professional organisation for the financial planning industry in Australia.

With over 12,000 members through a network of 31 Chapters across Australia and a state office in each capital city, the FPA is the only organisation which represents qualified financial planners in Australia. FPA members manage the financial affairs of over five million Australians with an investment value of more than $156 billion.

The FPA represents the views of the industry to key decision makers including government and media. Established in 1992, the FPA promotes improved quality of financial advice for consumers, and high standards of ethical and professional behavior among its members.

Who are the FPA's Members?

The FPA's membership consists of companies and individuals who practise within or support the financial planning profession. The increase in size and stature of the FPA in recent years reflects the rapid growth of the international financial planning industry.

In addition to those who have trained and practised within the financial planning industry, many FPA members are specialist professionals such as accountants and stockbrokers. These members are now gaining qualifications as financial planners, and are re-orienting their businesses to meet the growing market need for financial planning.

The FPA's vision is:

Through industry and professional leadership the FPA and its members strive to improve the financial well being of all Australians.

In support of this vision the FPA provides a range of services to members and consumers. In particular, the FPA:

  • Builds public awareness of the need for objective and professional advice in making secure financial decisions
  • Provides members with education, training, and information to enhance their provision of objective and professional financial advice
  • Develops and maintains high ethical standards for members
  • Represents FPA views to Government, media and key stakeholders to ensure effective input into major policy and regulatory issues affecting the financial planning industry.

Reproduced with the kind permission of the FPA.

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