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"Finsia President David Cox outlines new 3 year Strategy"
David Cox
David Cox


To embed professionalism in financial services through enhanced, measurable standards of conduct and competence.



Develop and support a growing community of financial services professionals to realise their ambition and advance their career.



To be Australia and New Zealand’s leading financial services membership body, whose members make a significant contribution towards a better society for all.


Deliver lifelong learning

Deliver relevant and timely knowledge to all our members throughout their career.

• Expand range of knowledge events to cover all financial services.
• Extend our knowledge events across technical and non-technical skills.
• Introduce new CPD framework and accreditation. 
• Leverage practitioner-led learning opportunities.


Grow our community

Better support and diversify our community of members in Australia and New Zealand.

• Deliver a stronger value proposition for membership.
• Gather deep insights into our members’ views.
• Boost member engagement and brand profile in New Zealand.
• Roll-out comprehensive Young Finance Professionals strategy.
• Establish a membership structure that is fit for the future.


Advocate for purpose

Actively promote policy and regulation that supports a strong society underpinned by integrity and professional conduct.

• Enhance the quality and breadth of engagement with government and regulators.
• Lift awareness of FINSIA with key external stakeholders.
• Refresh the Code of Conduct applicable to all members.
• Actively promote the role of integrity and ethics in society.


Create connection and belonging

Facilitate connections and networks to enable our members to succeed.

• Expand the range of events delivered across the Australia and New Zealand. 
• Refresh the FINSIA Mentoring Program. 
• Build deeper engagement across all Councils and Committees.
• Create opportunities to connect members with one another to forge relationships.

FINSIA CEO Yasser El-Ansary outlines new three-year Strategy

Yasser El-Ansary