FPA announces new appointments to Board

The Financial Planning Association of Australia (FPA) is pleased to announce Alison Henderson CFP® and David Sharpe CFP® have been re-elected to its Board, and welcomes William Johns CFP® as a new Board member.

Ms Henderson and Mr Sharpe will commence their second term on the FPA Board, while

Mr Johns, a long-standing member of the FPA since 2008, joins the Board for the first time. All three positions are for a term of three years and will be appointed at the annual general meeting on 27 November.

Chair of the FPA Board Marisa Broome CFP® said: “We are delighted that Alison and David will continue to serve on the Board, and we’re also very pleased to welcome William. Each bring a wealth of experience to the FPA.”

More on the Board members:

 

Alison Henderson CFP® was appointed to the Board on 22 November 2016. Ms Henderson is a Director and a Practice Principal of SWA Financial Planning (originally known as Symes Warne & Associates), an FPA Professional Practice based in Wollongong, NSW. She has been a CERTIFIED FINANCIAL PLANNER® professional since 1999, and holds a Bachelor of Commerce, two Masters of Commerce (Financial Planning and Economics), and a Diploma of Finance and Mortgage Broking. In addition to her financial planning role at SWA, Alison also oversees compliance, HR management and positive culture development for the business.

Alison has been an active FPA member for over 20 years, during which she has spent time on the Legislation and Regulation Committee and chaired the FPA Professional Designations Committee. Alison is the current Chair of the Policy and Regulations Committee and a Director of the Future2 Foundation.

David Sharpe CFP® was also appointed to the Board on 22 November 2016. Mr Sharpe has been a financial planner and FPA member since 2003. He is a CERTIFIED FINANCIAL PLANNER® professional, 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. Prior to being elected onto the board David spent four years on the WA FPA Chapter, including two years as Chair. In 2016 he was shortlisted for the FPA CFP® Professional of the Year Award. David can often be found in various media roles (TV, radio and print) advocating strongly for the value of advice. David chairs the Professional Standards and Conduct Committee and is also a member of the Governance and Remuneration Committee.

William Johns CFP® has been an FPA member since 2008 and a CERTIFIED FINANCIAL PLANNER® professional since 2010. He holds a Bachelor of Business (Applied Finance, Financial Planning) and a Master in Disability Studies, and has undertaken a NFP Board Member Course with the Institute of Company Directors. He is CEO and Founder of social enterprise Health & Finance Integrated (HFI), which offers financial advice to people with disabilities and chronic health conditions and their carers. He is also Founder of Claim Right Pty Ltd. William was a member of the FPA Board Policy and Regulations Committee from 2011 to 2016, the NSW State Winner in the CFP Professional Best Practice Award in 2012, the NSW State Winner for the Future2 Community Service Award in 2014, and was a finalist in the CFP Professional of the Year Award in 2016.

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