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Governance

As a professional association, the FAAA is governed by an elected Board and Executive team, and formal constitution that outlines how we should conduct our operations.

FAAA Board

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.

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.

Sheila is the Principle Financial Planner and owner of Wealth Forum, a small self-licensed practice in Sydney’s West. She is the Chair of the new Sydney Metro Community as well as having been a member of the Sydney Chapter since 2010, a Western Sydney Ambassador and a Women in Financial Planning Champion. Sheila is passionate about financial literacy and engaging with students and academics to advocate for careers in financial advice. In addition to being a CERTIFED FINANCIAL PLANNER® professional, Sheila is also a SMSF Specialist Adviser® and holds a Bachelor of Economics.

Diana is a non-executive director and independent business adviser.

Diana has more than 30 years executive experience delivering corporate finance and investment advice across a number of industry sectors .

With more than 15 years as a professional non-executive director Diana currently sits on five boards.

Diana has a Bachelor and Master of Commerce degrees, and is a fellow of Australian Institute of Company Directors (FAICD) , fellow of Chartered Accountants Aust & New Zealand (FCA) and is a fellow of the Governance institute of Australia (FGIA). Diana has successfully completed the Australia Institute of Company Directors Course (GAICD).

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.
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.
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.
Deborah is the co-founder of Integra Financial Services, a boutique financial advice business located in Parramatta, Sydney. She has been a financial adviser for over 30 years and some of her many achievements include an FAAA Distinguished Service Award in 2004, AFA President, AFA NSW Director, AFA National Treasurer, Director of the AFA Foundation, President of the Western Sydney Business connection and FASEA Board Director. Deborah is passionate about helping Australians get great financial planning advice and learn about money so they can make the most of their lives and live the way they want without fear or uncertainty. She is equally, if not more, passionate about helping women succeed as advisers.
Jade was Chair of the FAAA Sydney Chapter from 2018 until joining the FAAA Board in November 2022. Jade is also an FAAA Women in Wealth Champion, a panellist at the last FAAA Congress, an Ambassador for Future2 and regularly attends local universities and TAFEs on behalf of the FAAA. Jade holds a Bachelor of Business and is also a Life Risk Specialist® and SMSF Specialist Adviser®.

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.

Committees

The FAAA operates a number of committees, each of which are responsible for advancing certain areas within the association’s professional framework. The committees comprise a combination of practitioner members and industry experts, and each committee has a defined terms of reference.

The current Committees are as follows:

  • Finance, Risk and Audit 
  • Governance and Remuneration 
  • Policy and Regulations 
  • Member Events Advisory 
  • Culture and Community
  • Conduct and Integrity

Annual Report

The 2023 FAAA Annual Report provides information on the strategic priorities, key projects and results achieved on behalf of members.

For copies of legacy Annual Reports please email finance@faaa.au

FAAA Constitution

Download the Constitution for the Financial Advice Association Australia.

Board Elections

The election for Member elected directors is now complete, the
next election will be held in 2025.