FPA foundation appoints new co-managers

Yasmine Raso

Senior Journalist, Financial Newswire

26 September 2022

The Financial Planning Association of Australia’s (FPA) charitable foundation, the Future2 Foundation, has announced two managerial appointments to continue its work providing for disadvantaged young Australians.

This comes after the FPA announced a proposal to merge with the Association of Financial Advisers (AFA) earlier this month, with the appointments looking to “broaden its reach to all financial professionals”.

The new co-managers of the foundation, Lucy Timms and Madeleine Catlin, are also managers at medical not-for-profit (NFP) Coda, from which they will bring their experience and expertise in project management, event management, marketing strategy, team leadership, stakeholder engagement and financial management to the roles at the FPA.

“Lucy and Maddie enjoy the collaboration and innovation that role sharing brings and are excited to join the Future2 Foundation in this newly created role,” Julie Berry, foundation Chair, said.

“It’s timely to review the structure and resourcing of Future2 and working with Lucy and Maddie provides a dedicated resource to focus on ensuring that Future2 can continue in its work providing support to those in need in our local communities, in the next phase of our growth.”

Since it was founded in 2007, the Future2 Foundation Make the Difference! Grants program has provided over $1.5 million to community groups backed by financial planning professionals to support young Australians experiencing social, financial or physical hardship.

“Future 2 Foundation is the charity of choice for financial planning professionals. We see this as an opportunity for the leading charitable foundations in financial advice to explore ways to work more closely together,” Berry said.

“We also see benefit in expanding our presence to other advice professionals. 2021 and 2022 have been extraordinary years. Our local communities and charity partners have experienced unprecedented challenges.

“During this time, we have kept to our grant commitments and remain committed to engaging financial planning professionals around Australia to support initiatives that improve the lives of young Australians in need.”