Welcome to our Spring issue
Each issue we talk to FAAA Members about their career experiences, delve into different areas of specialities within advice and celebrate the professional milestones and achievements of our Members.
In this issue, you will hear about two advice practices named as top places to work by The Australian, and what it takes to make the top workplaces list. You will also meet the three finalists for our Gen Next Rising Star Awards. They are a talented group and safe hands for the next generation of advisers for our profession. Other articles include:
- Adviser Profiles:
- Cathryn Gross: Transitioned from investment banking to financial planning.
- Luke Marshall CFP®: Moved from a military career into financial advice.
- Alman Partners’ 40th Anniversary: Celebrating a major milestone for the firm.
- WA Community Spotlight: A look at the activities of the vibrant Western Australia financial advice community ahead of Congress 2025.
- SA Community & Future2 Foundation: Coverage of initiatives and contributions from South Australia and the Future2 Foundation.
We hope you enjoy this issue. Please email us with any feedback. We’d love to hear from you.
FAAA Member businesses join the culture club
Two leading advice businesses – Boutique Advisers Private Wealth (Subiaco, WA) and Verse Wealth (Melbourne, VIC) – have been recognised on The Australian’s Best Places to Work 2025 list.
FAAA Awards - Meet the rising stars of financial advice
Past issues
