New board members for FAAA
The Monetary Recommendation Affiliation of Australia (FAAA) has welcomed Felicity Cooper, Deborah Kent CFP® and Sheila Gutierrez-Cabacungan CFP® as new Board members. All three positions are for a time period of three years and can begin on the Annual Normal Assembly on 20 November 2023.
The three appointments comply with the expiry of the phrases for Board members Kearsten James CFP®, Julie Matheson CFP® and Julian Place CFP® in November 2023.
FAAA Chair David Sharpe CFP® mentioned: “On behalf of the FAAA Board, we’re happy to welcome Felicity, Deborah and Sheila. Every deliver vital expertise and expertise which is able to add to the depth of data on the FAAA Board.
“I wish to sincerely thank the three departing administrators.
“Julie has been on the Board for over 10 years. Throughout this time she has continued to be a staunch advocate for the CFP program and dedicated to selling the very best skilled requirements within the occupation.
“Throughout Kearsten’s time period she has been instrumental in bringing the AFA and FPA communities collectively, and labored tirelessly to make sure the very best high quality of governance to the Board and the organisation.
“Julian has introduced a wealth of data and expertise to the FAAA Board, all the time specializing in members as a precedence and dealing in direction of the very best training requirements.
“Kearsten and Julian have additionally contributed enormously to the event of the vastly profitable Masterclass collection.
“On a private be aware, it has been delight to have labored with Julie, Kearsten and Julian on the Board and their perception might be missed.”
Extra on the newly elected Board members:
Felicity Cooper has been the director and authorised consultant of her self-licenced AFSL for over six years on the Gold Coast. With over 20 years of expertise within the finance sector, Felicity is the recipient of the AFA Adviser of the Yr in 2022 and a earlier winner of the FPA Monetary Planner AFP of the Yr in 2018 in addition to different quite a few awards. Felicity has been concerned in her native chapter for a lot of occasions and lately offered on the 2023 FAAA Roadshow across the nation. Felicity is keen about monetary literacy and representing advisers. Felicity holds a Grasp of Monetary Planning and a Bachelor of Enterprise.
Deborah Kent CFP® is the co-founder of Integra Monetary Providers, a boutique monetary recommendation enterprise positioned in Parramatta, Sydney. She has been a monetary adviser for over 30 years and a few of her many achievements embody an FAAA Distinguished Service Award in 2004, AFA President, AFA NSW Director, AFA Nationwide Treasurer, Director of the AFA Basis, President of the Western Sydney Enterprise connection and FASEA Board Director. Deborah is keen about serving to Australians get nice monetary planning recommendation and study cash to allow them to profit from their lives and stay the best way they need with out concern or uncertainty. She is equally, if no more, keen about serving to ladies succeed as advisers.
Sheila Gutierrez-Cabacungan CFP® is the Precept Monetary Planner and proprietor of Wealth Discussion board, a small self-licensed observe in Sydney’s West. She is the Chair of the brand new Sydney Metro Group in addition to having been a member of the Sydney Chapter since 2010, a Western Sydney Ambassador and a Ladies in Monetary Planning Champion. Sheila is keen about monetary literacy and interesting with college students and teachers to advocate for careers in monetary recommendation. Along with being a CERTIFED FINANCIAL PLANNER® skilled, Sheila can be a SMSF Specialist Adviser® and holds a Bachelor of Economics.
