Governance

David became chair of the FPA Board in May 2022 after a year as deputy chair and has been a financial planner and FPA member since 2003. He has completed a Diploma in Financial Planning and holds a Bachelor of Commerce (Distinction) from Curtin University.

David runs his own self-licensed financial planning firm, Globe Financial Planning, based in West Perth.

Appointed 3 April 2023
Michelle is the Deputy Chair of the Board. Michelle has over 25 years financial services experience as a Senior Financial Adviser and is the founding principal and Managing Director of her South Australian based practice, Mybluesky.

At the AFA she was the Vice President and served the AFA community in various leadership roles for over 10 years including State Chair and South Australian Director. Michelle is a Fellow Chartered Financial Practitioner (FChFP), Member of the Australian Institute of Company Directors (MAICD) and Certified NLP Practitioner (Bus. Comms).

Michelle is a member of the Board Finance, Risk and Audit Committee of the FAAA.

Diana has over 30 years experience as a non-executive director and independent adviser. She is currently a board member on six boards, four of which she chairs. Diana has a Bachelor’s & Masters of Commerce Degree, is a Fellow of the Institute of Chartered Accountants Australia and New Zealand, (FCA), a graduate and member of the Australian Institute of Company Directors (GAICD), and a Fellow of the Governance Institute of Australia (FGIA).

Appointed 3 April 2023
Patricia has been an Adviser since 2012 and a director of her own Queensland-based firm, Your Vision Financial Solutions, since 2016. She was an AFA board member for over four years. Some of her most recent successes include being a finalist for ‘Fortnum’s Adviser of the Year’ award in 2022 and 2021 and being awarded one of the ‘50 Most Influential Advisers‘ in 2022.  She also won the FAAA AFP Financial Planner of the Year award in 2017.

Appointed 3 April 2023
Katherine is the owner of Canberra-based Hayes and Co Insurance Services and has been working in the financial advice profession for 20 years. She was the winner of the 2017 & 2018 IFAA Risk Adviser of the Year Award and served as the AFA’s NSW and ACT state director from October 2020. Katherine is a member of the Policy and Regulations Committee and a member of the Joint Task force for Life Insurance and has served on Life insurance advisory boards.

Kearsten James CFP® joined the financial planning profession in 2004 and has been a CERTIFIED FINANCIAL PLANNER^® professional since 2009.  Kearsten runs her own self-licensed financial planning firm, Addi House, based on the Gold Coast.

Kearsten won the FAAA Paraplanner of The Year Award in 2018 and was awarded the FS Power50 in 2022 for being one of the 50 most influential financial advisers in Australia.  She was also a finalist in the FAAA CFP® Professional of The Year Award in 2019 and AFA Excellence in Education Award in 2019.

Prior to joining the board in November 2020, Kearsten was the Gold Coast FAAA Chapter Chair.  Since joining the board, Kearsten has been involved in the development of the FAAA Masterclass Series and the FAAA Professionals Congress.  Kearsten is the Co-Chair of the Culture and Community Committee and the Chair of the Professional Standards and Conduct Committee since January 2023. Prior to this she was a member of the Board Finance, Risk and Audit Committee and the Board Governance and Remuneration Committee.

William is a practitioner member of the Board with a special interest in human rights, government policy relating to vulnerable Australians and disability policy. William has been a member of the FPA since 2008 and was a member of the FPA Board Policy and Regulations Committee from 2011 to 2016. In addition, he holds a Bachelor of Business (Applied Finance, Financial Planning) and a Master of Disability Studies.

Jade was Chair of the FPA Sydney Chapter from 2018 until joining the FPA Board in November 2022. Jade is also an FPA Women in Wealth Champion, a panellist at the last FPA Professionals Congress, an Ambassador for Future2 and regularly attends local universities and TAFEs on behalf of the FPA. Jade is also the NSW Gen Next Chair for the AFA. Jade holds a Bachelor of Business and is also a Life Risk Specialist® and SMSF Specialist Adviser®.

Appointed 3 April 2023
Shaun is a senior executive with over 25 years industry experience across education, training, health, community services, media, disability support, financial services and the not-for-profit (NFP) sectors. A graduate and member of the Australian Institute of Company Directors (GAICD) holding business and law qualifications along with 16 years as a board director, Shaun served as an independent director of the AFA from February 2021. He is a member of the Board Governance and Remuneration Committee of the FAAA.

Angela Martyn CFP® is a practitioner member of the Board.  She has been a member of the FAAA since September 1993 and a CERTIFIED FINANCIAL PLANNER^® professional since May 1999. Her experience in financial planning spans a variety of different licensee structures, including as an AFSL holder for 22 years in her own business which recently merged with the Yarra Lane Group.

Angela is Chair of the FAAA’s Policy and Regulation Committee, a member of the Board’s Governance and Remuneration Committee and was a member of the AFA/FPA merger Steering Committee. She is a member of ASIC’s Financial Adviser Consultative Panel and previous Past President of the Boutique Financial Planners Principals Association.

Professional qualifications and designations include a Bachelor of Business (Ec & Fin), SMSF Specialist Adviser (since Jan 2006) and an Accredited Aged Care Professional Adviser (since December 2014).
Angela is a regular presenter at FAAA and industry events and actively involved on various finance and investment committees outside the profession.

Julie is a founding member of the IAFP (1989) >FPA >FAAA and was elected to the Board as a non-executive Director in 2006, 2010, 2013 and 2020. Julie served as a WA Chapter Chair and on many committees of the Board since 1992 including the development of DFP 8 of the Diploma of Financial Planning, Chair of the Professional Designations Committee,  CFP® professional, LRS®, AEPS®, member of the Board Remuneration and Governance Committee and is a current member of the Board Finance, Risk and Audit Committee.

Some of the Board achievements while Julie has been a Director include the appointment of three successful CEOs to advocate for members to government, oversight of budgets to grow members funds from $6 million to more than $16 million with little or no increase in membership fees, and the development of a positive workplace culture which encourages innovation and business enterprise for the benefit of members.

Julie is an FAAA Distinguished Service Award recipient and received the WA Local Government Association Merit Award for distinguished services to the community as an elected Councillor. Julie also served a five-year term as an elected Councillor and Treasurer of the University of Western Australia’s Convocation Council.

Julian Place CFP® was appointed to the FPA Board in 2020 and has been an active member of the FPA for over 20 years including the past 14 as Melbourne Chapter Chair. Previous Chair of the Professional Standards & Conduct Committee, Julian is deputy-Chair of the Financial Planning Education Council (FPEC), and a member of the Remuneration & Governance Committee. Guest lecturer at several universities, and current member of the RMIT Industry Advisory Committee, Julian has also held directorships in the not for profit sector including the Future2 Foundation. A recipient of the FPA Distinguished Service Award, Julian holds two undergraduate degrees, DipFP, CFP, MBA and is a Graduate of the Australian Institute of Company Directors (GAICD).