Mr Diamantes has over 19 years of experience in financial services and product and joins Padua from Colonial First State where was senior manager, IT regulatory obligations. Prior to this he was general manager – policy & regulation at Australian Retail Credit Association in 2023, and also held senior roles at AMP, Asteron Life, Zurich, and the Financial Planning Association.  Mr Diamantes started his career as technical services manager at Advance Asset Management in 2006.

He holds a Bachelor of Financial Administration from University of New England and is a certified financial planner (CPA). Mr Diamantes also has a Master of Laws from The Australian National University.

Mr Haddad says the appointment is a key move supporting Padua’s ongoing growth, and consolidates its position in the financial advice market.

“Dimitri’s strong technical background and regulatory expertise make him ideally positioned to lead the integration of our software,  and technical solutions. We look forward to Dimitri playing a key role in strengthening our offering to advisers and licensees as we continue to grow and evolve in a rapidly changing industry,” Mr Haddad says.

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Mr Tattershall has more than 20 years’ financial industry experience and eleven years’ experience in the planning industry at Bridges Financial Services. Prior to joining Bridges Mr Tattershall spent eleven years in member-owned financial insitutions.

FPA CEO, Dante De Gori CFP® said members and partners would benefit from Mr Tattershall’s industry relationships and mentorship skills.

“Jason’s insight and breadth of experience will be an asset to our team. We are committed to supporting members in their businesses, and with Jason’s partnership we look forward to helping them continue to deliver excellent outcomes for their clients,” said Mr De Gori.

Mr Marshan has been promoted to Head of Policy following six months with the FPA as Professional Standards Advocacy Manager. He has a further ten years’ experience working with the FPA on member committees and working groups and spent nine years at State Super Financial Services (now StatePlus) as a Financial Planner and Senior Manager. Ben holds the CFP® and LRS® Life Risk Specialist designations, as well as a Masters of Commerce in Financial Planning.

Mr Diamantes previously headed the technical services divisions at institutions including Asteron Life, Midwinter Financial Services and Zurich; specialising in delivering technical strategy advice for financial planners and the wider industry. With over a decade of policy experience, his role at the FPA will focus on promoting the interests of members and consumers through submissions to government, with member input a key priority.

Mr De Gori said the appointments would further strengthen the FPA’s policy focus.

“I’m delighted to have both Ben and Dimitri in our policy team. They are both CFP® professionals with a deep understanding of the intricacies and complexities of the financial planning process.

“We recently surpassed 12,000 members and affiliates. With that comes a diverse need for member support and our growing team will ensure that members feel supported over the coming years. That will always remain a priority for us,” said Mr De Gori.

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Dante De Gori

The Financial Planning Association of Australia (FPA) former General Manager of Policy and Conduct, Dante De Gori, has officially taken over as Chief Executive Officer (CEO) of the FPA.

Mark Rantall, CEO since 2010, will remain on the FPA Board as a non-executive director.

An internal appointment, Mr De Gori has been integral in representing the financial planning profession through key reforms including the Future of Financial Advice (FoFA), raising of education and professional standards and the enshrinement of the term financial planner into law, due on 1 July. Mr De Gori led policy at the FPA from 2010 and becomes thesecond CEO in the FPA’s history to hold the CERTIFIED FINANCIAL PLANNER® designation after Mr Rantall.

Commenting on his transition to CEO, Mr De Gori said: “I am honoured to be appointed as FPA CEO. As we transition into a respected profession I’ll continue to work with our members, Government and other key stakeholders towards a better financial future for all Australians.

“In many ways it’s business as usual at the FPA. Our focus, dedication and drive to secure the right outcomes remains the same. Building consumer trust is a high priority and something I am personally passionate about.

“Building consumer trust is not a short term challenge but it is key to financial planning as a profession – and in the best interests of the many Australians who need financial advice.

“Less than one in five Australians access financial advice despite the fact that financial advice contributes positively to those who receive it. In my view, this is far too low.

“The year ahead will undoubtedly bring regulatory challenges, particularly around the implementation and transition process of the new education requirements. I am very aware of the concerns our members have about current proposals. The FPA will continue to work closely with Government, to ensure that collectively, our voice is heard.

“With so much uncertainty, one of my key priorities is to ensure FPA members are supported through the changes. We will continue to do this through timely updates, practical resources, events such as the FPA National Roadshow, webinars and social media.

“I will be encouraging more feedback from members, with a view to using this feedback to get better and better at what we do.

“I want to thank Mark Rantall for his dedication and leadership. Mark has been instrumental in driving the positive changes taking place in our profession. I look forward to building on his legacy,” said Mr De Gori.

The FPA Policy team continues to expand, with the appointment of Benjamin Marshan CFP® as FPA Manager of Professional Standards and Advocacy and Dimitri Diamantes CFP® as FPA Policy Manager.

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