MenuThe FAAA has launched an upgraded Find a Planner tool to help members connect with
potential clients and grow their businesses.
The new Find a Planner has an improved user interface and enhanced profile pages to better
match financial advisers with consumers. Members will be able to take advantage of greater
personalisation options for their profiles to better illustrate their points of difference.
Sarah Abood, CEO of the FAAA, says it is the final step in the FAAA’s digital transformation,
which also includes a redesign of the Money & Life website, now purely a consumer- hub
focused on financial wellbeing and giving members the opportunity to contribute their
expertise and knowledge.
“Our members have told us that greater engagement with consumers was something they
would like to see from the FAAA. The relaunch of the Find a Planner tool, and revamped
Money & Life website including a monthly newsletter, are key elements of this focus.
“Money & Life offers insights and tips from FAAA members, and other experts, to help
Australians take control of their financial future, as well as better understand the value of
advice, while the Find a Planner tool will enable them to find the right adviser for them,” she
said.
New features of Find a Planner include allowing consumers more options to filter their search,
including by credentials, areas of specialisation and focus, languages spoken, gender, and
years of experience. There is also a keyword search that will pick up any words used in the
member’s profile.
Members can now update their profiles to include details such as the starting rates for fees
and whether they offer virtual or face-to-face meetings. There is also a ‘quick links’ section for
access to social media profiles, their FAR profile or Adviser Ratings profile.
The FAAA will also be undertaking a marketing campaign to encourage consumers to visit the
Find a Planner resource, which will start later in the year.
