Judge planners on behaviour, not title

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FPA board member Peter O’Toole is standing for re-election on the board and hopes to drive a big change in the profession, starting with how planners treat each other.

O’Toole says that there is still unfinished business on the table, and the journey to “fully professionalise” financial planning is not over.

One thing holding the profession back is the bickering between various categories of planners, such as employed versus self-employed, or type of licensee, says O’Toole.

“The important issue is not what tag people give themselves or others, but their individual behaviour.

“The vast majority of our practitioner members are very professional and I certainly want to continue to encourage that. However, I would also like to see an increase in respect amongst professionals in our field. To see an end to criticism of other members merely because of the particular employment/ licensee arrangements.”

O’Toole hopes that he will be able to drive this change by being re-elected on the board. He says that the re-election of existing Board members should ensure on-going stability to build on the success of the past few years.

“The FPA has made great progress under the current board of which I have been pleased to be part of” said O’Toole. “Board stability and cohesion of the last few years has assisted the FPA to carry out necessary changes and achieve results in the face of an enormous range of issues”.

Voting for the FPA board elections will be open on line from 26 September to 10 October 2013.

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  • alleycat on 4/09/2013 11:47:06 AM

    Peter, whether you like it or not, the whole profession/industry is clouded in hypocrisy. The FPA et al can't bang on about commission conflicts when 80.0% of the industry is owned by a Bank, Fund Manager, Life Insurance Company and the ISN who propogate and promote their own in-house products.
    That penny has even dropped with ASIC in recent times but I see you all as a metaphor for the Labour Party.
    Self -serving first.

  • Merv Gay on 4/09/2013 10:06:14 AM

    At Last.....someone with a positive view and intending to do something about it. Congratulations Peter.

WP forum is the place for positive industry interaction and welcomes your professional and informed opinion.

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