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Home News

Boutique planning group elects committee

The Boutique Financial Planning Principals' Group has elected a new committee of planners.

by Julie May
September 17, 2010
in News
Reading Time: 2 mins read
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The Boutique Financial Planning Principals’ Group (BFPPG) has elected a new committee of 12 financial planners to lead the group, with Claude Santucci re-elected as its president.

Speaking at the BFPPG’s conference in Brisbane, Santucci said the new committee brought together a wide cross-section of experienced financial planners who would help the BFPPG take a leading role in the coming period of industry reform.

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“The BFPPG has elected an experienced group of active practitioner advisers who will lead the way in promoting the interests of independently owned financial planning practices with consumers, government, Treasury and the FPA,” he said.

The executive committee’s Queensland-based members include Retirewell’s Tony Gillett, Donaldson Financial Planning’s Ian Donaldson, Strategic Solutions’ Wayne Roggero and Clark Financial’s Stephen King.

Members from New South Wales include Quantum Financial’s Tim Mackay, Waterfall Way Associates’ Dacian Moses, Armstrong & Associates’ Paul Armstrong, Virtue & Partners’ Tony Virtue and Powell Capel Securities’ Keith Powell.

Semaphore Private’s Andrew Peters and FinancialCare Group’s Deborah Rognlien have also been elected to the committee and are based in Victoria.

Santucci said he was honoured to have been chosen again by his peers within Australia’s leading boutique financial planning practices to represent their interests.

“The BFPPG has a long and proud tradition of working alongside the FPA where our interests overlap,” Santucci said.

“We also have a solid record of ensuring our voice is actively heard, both within government and Treasury, with our numerous submissions.”

The BFPPG, which was originally an informal study group made up of financial planners, was established in 2002.

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