After nearly 28 years serving the financial planning profession, respected FPA Chapter Relationship Co-ordinator, Di Bungey, has announced her retirement.
In making the announcement, FPA chief executive officer, Mark Rantall said Di had been an iconic part of the FPA since its inception, serving a dedicated 28 years to the advancement of the profession.
"Di has seen many changes over this time and has made many friends, both with the FPA staff and also with many members through her Chapter involvement," he said. "Di will be sadly missed."
Di first joined the profession in April 1987, when she was recruited by Barry Lambert, Maurice Harris and Max Vardanega to become the first full-time employee of the fledgling Australian Investment Planners Association (AIPA), where she was responsible for looking after the principal members. The association later changed its name to the Australian Society of Investment and Financial Advisers (ASIFA), which later merged with the International Association for Financial Planning (IAFP) on 1 January, 1992, to form the FPA.
With a career spanning over 27 years, Di recalls many fond memories working at the FPA, saying her 10, 15, 20 and 25 year anniversaries were all memorable. However, she particularly recalls April 2002, when the FPA passed a special resolution to recognise the contribution made by non-financial planners to the member association. Di was the first person to receive this award, which she says was a great honour and a personal highlight working at the FPA.
After having worked for eight CEOs at the FPA and more presidents and chairs than she cares to recall, Di said the time was right for her to leave the FPA.
"I don't see this as retirement but the beginning of the next phase of my life," Di said. "I may even make the move from Sydney to Perth in the next year or so to be closer to family, although the heat is going to take some getting used to."
To read more about Di's involvement with the financial planning industry, click on the following link:
Di Bungey profile