Financial Advisory Centre of Excellence (CoE) members will assist CPA Australia identify key issues facing members within the industry.
Financial services relates to the many roles our members have in this industry, including the advice role encapsulated in the financial planning and superannuation advice roles. The financial services area incorporates managed funds, superannuation, financial planning, economic issues and regulatory issues for the industry.
This is a key area in which CPA Australia is working to represent and provide thought leadership for our members.
Objective of the CoE
The CoE will assist CPA Australia to achieve its strategic objectives through:
thought leadership
advocacy and representation
supporting key areas
providing or identifying appropriate relationships
Areas of interest
The focus of the Financial Advisory Services CoE is on all aspects of matters that are relevant in financial planning including:
financial planning
superannuation
funds management
Background and experience
Examples of fields from which members may be drawn include:
industry consultants
senior management of large corporations
public sector representative involved in superannuation and financial planning
financial planner owner/managers
academics specialising in financial planning
Representation
In appointing members to represent the Centre of Excellence we look for a cross-section of members from:
corporate
public sector
public practice small & micro
business advisers and consultants
academics
not-for-profit organisations
This page is available online at:
http://www.cpaaustralia.com.au/cps/rde/xchg/cpa/hs.xsl/711_9585_ENA_HTML.htm
