The three appointments follow the expiry of the term for Board member William John CFP®, as well as the resignation of Angela Martyn CFP® in September 2025.

FAAA Chair David Sharpe CFP® said: “The appointment of Glenn, Ben and Jade to the FAAA Board come at a crucial time in the evolution of the financial advice profession.

“Each board member brings important skills and experience which will add to the depth of knowledge on the FAAA Board, and will play an important role in guiding our strategic direction as we navigate a challenging regulatory landscape.”

“I would like to sincerely thank this year’s departing directors.

“Angela has worked tirelessly on the Board and as the Chair of the Policy and Regulations Committee to bring about the best outcomes for members. For her three-year term she has been absolutely dedicated to the cause, and even before she was a Director was a great contributor.  Her work has ensured the highest quality of governance to the Board and the organisation.

“During Will’s six years on the Board he has been a passionate advocate for members with an unwavering commitment to ensuring the FAAA is always doing the right thing. Will has supported many committees for education, policy and standards during his term, and has volunteered extra time to special projects.

“On a personal note, it has been a delight to have worked with Angela and Will on the Board and their insight will be missed. Thank you for the amazing effort for the FAAA.”

More on the Board members elected:

Glenn Calder CFP® has been the Joint CEO and Executive Director at Viridian for the past 10 years, a public company that grew under his leadership from 15 staff to more than 400 across three countries, serving 8,000 clients. He has been a practising financial adviser for more than 15 years, supported by postgraduate study including an MBA, CFP and AICD Graduate, as well as specialist designations such as SMSF accreditation and ASX Derivatives Level 1 and 2. Glenn is currently completing further postgraduate study at the University of Melbourne. Most recently he has supported the profession through education and advocacy. Glenn is passionate about the importance of financial planning and its role in improving client outcomes.

Jade Khao (Tan) CFP® has been a member of the FAAA since 2002 and in 2007 became a CERTIFIED FINANCIAL PLANNER® professional. She holds a Bachelor of Business (Finance and Information Technology) and is also a Life Risk Specialist®, SMSF Specialist Adviser® and graduate of the Australian Institute of Company Directors (MAICD). Prior to joining the FAAA Board in November 2022, Jade spent 6 years on the FAAA Sydney Chapter including 4 years of being Chapter Chair. She is also an FAAA Women in Wealth Champion, a panellist at the last FAAA Professionals Congress, an Ambassador for Zen Tea Lounge Foundation supporting domestic violence victims and regularly attends local universities and TAFEs on behalf of the FAAA. Jade was also the NSW Gen Next Chair for the AFA and is a member of the ASIC Regional Liaison Committee advocating for the financial advice profession. Jade chairs the Major Events Advisory Committee, and is a member of the Board Finance, Risk and Audit Committee and the Board Conduct and Integrity Committee.

Ben Marshan CFP® is the Managing Director of Marshan Consulting and a director of the Future2 Foundation. Prior to this Ben led FAAA and CALI advocacy and standards teams resulting in tangible regulatory improvements, easing compliance and elevating professional standards. He pioneered member-focused guidance on retirement income, advice innovation, and digital SOAs—tools members use daily. Ben is also the Chair of the FPSB Regulatory Engagement Group helping shape global standards influencing local practice. His ongoing consulting work provides real-time insights into member needs, ensuring they inform board decisions. Ben serves on numerous advisory boards for social and fintech ventures. Ben is a CERTIFIED FINANCIAL PLANNER® and Life Risk Specialist®, with a Master of Commerce (Financial Planning) and MBA.

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David Sharpe

The Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) have achieved legal completion of their merger to form the Financial Advice Association Australia (FAAA), and have confirmed the board directors of the new association.  

From 3 April 2023, FPA and AFA staff come together as a single team in one office, and activity will begin to be undertaken under the FAAA name.  

The FAAA has also unveiled its new logo, created following extensive member consultation. The logo and new branding will be rolled out during April. Central to the new logo design are the three “a”s of the name represented as three speech bubbles, to symbolise its voice in dialogue with key stakeholders.

While FPA members will start to see a transition to the new FAAA branding over coming weeks, the AFA will continue to operate under its own brand until 30 June, when those members who renew will move to the FAAA.  

David Sharpe will be the chair of the FAAA and Michelle Veitch has been appointed as deputy chair.  

The FPA directors who will serve on the FAAA board are:  

• David Sharpe – chair 
• Diana D’Ambra
• Kearsten James
• William Johns
• Jade Khao
•  Julie Matheson 
• Angela Martyn
•  Julian Place  

The nominated AFA directors who will serve on the FAAA board are:  

• Michelle Veitch – deputy chair 
• Katherine Hayes
• Patricia Garcia
• Shaun McDonagh  

AFA national president Sam Perera, who will not be joining the new board, said he is proud to have played a part in bringing together the two associations.

“I have decided to refocus my time toward my family, staff and practice who have been patient with my absence whilst I served on the AFA board. I will remain an active member of the FAAA and continue to contribute in the areas of policy and advocacy,” Mr Perera said. 

Mr Perera will remain the president of the AFA and an AFA Board member until the AFA is wound up.  

FAAA chair David Sharpe paid tribute to Mr Perera’s three and a half years on the AFA board and his tireless dedication to the profession over many more years.  

“I would like to thank Sam for his work as the AFA national president, and his deep commitment to bringing our two associations together.  I also thank the other AFA directors who have worked so hard to make this merger a reality,” Mr Sharpe said.

“I would also like to acknowledge and thank Marisa Broome who, as immediate past chair of the FPA, was deeply involved in the early stages of talks and integral to the ultimate success of our merger.  

“On behalf of the board of the FAAA, I would also like to extend our gratitude to all staff who have worked so hard to get us to this point.”  

Mr Sharpe added that the new board represents a unified voice for the financial advice profession.  

“We had already taken steps to bring the board members together to start discussions following the merger, and the AFA nominated directors participated as guests at the last FPA board meeting and strategy day.  

“We are now in a strong position to start our work as a merged association, advocating on behalf of members,” he said.  

FAAA deputy chair, Michelle Veitch, said the formation of the FAAA represents a new chapter in the financial advice profession.

“I urge all members to renew with the new association. The FAAA will speak with one strong voice for the vast majority of financial advisers in the Australian market, as we work towards ensuring better outcomes for advice practices and their clients,” she said.  

FPA and AFA membership renewals will kick off in May, with all branding, website and membership activity due to be fully transitioned to the FAAA branding by 30 June. 

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All three positions are for a term of three years and will start at the Annual General Meeting on 22 November 2022.

The three appointments follow the expiry of the terms for Board members Alison Henderson CFP®, David Sharpe CFP® and William Johns CFP® in November 2022. Mr Sharpe has been appointed by the Board as an additional director and continues as FPA Chair.

Ms Henderson has served two terms on the FPA Board and is ineligible to stand again.

FPA Chair David Sharpe CFP® said: “On behalf of the FPA Board, we are delighted that William will continue to serve on the Board, and we’re also very pleased to welcome Angela and Jade. Each bring important skills and experience which will add to the depth of knowledge on the FPA Board.

“I would like to sincerely thank Alison for her exceptional contribution to the FPA Board, the association and the profession more broadly. On a personal note I would also like to thank her for her many years of wise and balanced counsel.”

More on the newly elected Board members:

• Angela Martyn CFP® is an active contributor to the FPA’s Policy and Regulations Committee, retiring President of the Boutique Financial Planners Principals Association (BFP), member of the Joint Association Working Group and a presenter at numerous FPA events, including the upcoming 2022 FPA Professionals Congress. In addition to being a Certified Financial Planner, Angela holds a Bachelor of Business (Ec & Fin), is a SMSF Specialist Adviser and an Accredited Aged Care Professional Adviser.
• Jade Khao CFP®  has been the Sydney Chapter Chair since 2018, a FPA Women in Wealth Champion, a panellist at the last FPA Professionals Congress, an Ambassador for Future2 and regularly attends local universities and TAFEs on behalf on the FPA. Jade is also the NSW Gen Next Chair for the AFA. In addition to being a Certified Financial Planner®, Jade is also a Life Risk Specialist®, as well as a SMSF Specialist Adviser® with a Bachelor of Business.

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