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About Future2
The story of our name and logo
The foundation of the financial planning profession
Getting off the ground
Priorities
The people behind Future2
The Future2 Foundation is a charitable trust with deductible gift recipient (DGR) status, enabling donors to qualify for a tax deduction.
Youth is currently an area of special focus for Future2 grants. The Foundation is looking to provide grants to not-for-profit organisations with creative and effective approaches to supporting young Australians whose lives are disadvantaged by poverty, homelessness or drug dependence. Often these are projects without established sources of funds and which, with relatively small financial investment, have the capacity to put these young Australians on the road to fulfilling and productive lives.
To download the Future2 brochure, click here
The story of our name and logo
Future2's name was chosen to reflect the foundation's vision: to give a second chance and hope for a better future to Australians trapped in difficult financial circumstances.
Our logo is inspired by a very Australian hero: the desert wattle.
with a little support it grows in the most arid conditions:
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It flourishes out of disturbed soil |
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Its roots knit together the soil and encourage other plants to grow |
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It offers shade for other, and a beautiful flower |
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It is the most prolific plant in the Australian desert. |
The foundation of the financial planning profession
What makes Future2 different from any other foundation is its roots within the financial planning profession.
Future2 is a channel through which the financial planning profession and wider financial services industry can make a positive difference to the lives of those in need. Individuals and organisations can do this by:
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Making donations to Future2 or to specific projects supported by Future2 |
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Talking with clients about philanthropic giving through Future2 |
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Setting up a workplace giving program for employees |
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Identifying community projects deserving of Future2 support. |
Getting off the ground
Future2 was the initiative of a small group of members of the Financial Planning Association, the peak professional body for financial planners in Australia. Their passion and commitment was instrumental in getting the foundation off the ground.
The FPA board gave its support to the proposed foundation in late 2006 and since then the FPA has assisted with set-up costs and in-kind support. Since its formal establishment in 2007, Future2 has worked to build its profile, to raise funds, and to make grants to community projects working with disadvantaged young Australians.
Some milestones
| Apr 2007 |
Trust deed established and trustees appointed |
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Granted fundraising authority by the NSW Office of Charities |
| May 2007 |
Recognised by the ATO as a charitable fund exempt from GST and income tax |
| Nov 2007 |
ATO confirmed Future2's status as a deductible gift recipient (DGR) |
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First Make the Difference! Grants awarded |
| Nov 2008 |
Second round of grants awarded |
| Feb 2009 |
Future2 launched its first emergency appeal, resulting in funds of $70,000 for allocation to special projects |
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Priorities
Our focus is on: |
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Developing relationships with the charities to which we have committed funds and support |
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Building a framework for sound corporate governance to underpin a growing foundation |
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Fundraising to establish a substantial capital base |
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Raising awareness of Future2 within the financial planning profession, the wider financial services industry and the community at large |
The people behind Future2
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Future2 is governed by a board of trustees comprising:
| Peter Bobbin |
Argyle Lawyers |
| Raymond Griffin CFP® |
Capricorn Investment Partners |
| David Haintz CFP® |
Shadforth Financial Group |
| Michael Neary |
Telstra Enterprise & Government |
| Rob Pedersen |
Matrix Planning Solutions Pty Ltd |
| Steven Helmich (Chair) |
AMP Financial Services |
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Peter Bobbin B Comm, LLB, MTax (DB) - Principal
Peter Bobbin is a Principal solicitor of Argyle Lawyers Pty Ltd. Peter specialises in the financial services industry as well as federal and state taxation law, company, estate and superannuation law. He was formerly a taxation accountant with Coopers & Lybrand (Australia and UK) and Peat Marwick Mitchell (Sydney) and is a former lecturer in the LLM (Taxation) Degree at the University of Western Sydney, as well as being a regular guest lecturer at a wide range of universities, institutes and associations. An author and speaker on estate planning, superannuation and taxation, his work has been published by Asset, Australian Financial Review BRW, Money Management, SMH, The Australian and The Securities Institute of Australia.
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Raymond Griffin MBA (Executive) Dip FP GAICD CFP®
Ray Griffin is a Director of Capricorn Investment Partners Limited, an independently owned financial planning firm. He is a Certified Financial Planner (CFP®) at Capricorn’s Tamworth office. Ray is a past Chairman of the Financial Planning Association of Australia and a winner of Money Management magazine’s Australian Financial Planner of the Year Award. In 2003 he served as Chairman of the International Council of Certified Financial Planners, a 20 member country organisation based in the United States and led the international push to establish the global professional body, the Financial Planning Standards Board (FPSB). He is a well known writer and commentator in professional, local and national media, and has spoken at professional forums around the world. Ray holds an Executive MBA from the University of Technology, Sydney along with the Diploma of Financial Planning and is a graduate of the Australian Institute of Company Directors. He is also consults privately to the financial planning profession through his firm, ConsultGriffin.
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David Haintz CFP FFPA BEd DipFP FAICD
Principal and Private Client Adviser, Shadforth Financial Group
David is one of Australia's more prominent and experienced advisers. He holds the internationally recognised Certified Financial Planner™ designation, which is the highest qualification within the financial planning industry, and is an immediate past director of the Financial Planning Association of Australia (FPA). He was the sixth adviser in Australia to be awarded a Fellow of the FPA. He has served on the FPA Disciplinary Committee for 7 years, the FPA Professional Standards and Ethics Committee since 2004 (now Professionalism Committee), and was a National Judge at the FPA’s inaugural Value of Advice Awards in 2006. He is a founding trustee of the Future2 Foundation (the Foundation for the Financial Planning Profession), and lectured at the Securities Institute of Australia (now FINSIA) for 6 years. He remains the only adviser in Australia to be awarded the two prominent awards in Australian financial planning - Australian Financial Planner of the Year (2005), and Australian Best Practice of the Year (2004).
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Steven Helmich
Steve Helmich is Director - Financial Planning, Advice & Services at AMP Financial Services. He has worked in the financial services industry for over 35 years, gaining experience in investments, customer service and distribution. In his current role Steve oversees the operation of AMP’s financial planning businesses and the support functions of FPAS Operations and the AMP Horizons Financial Planning Academy. Steve was the Chairman of the Financial Planning Association (FPA) from August 2002 to November 2004. In November 2007 the FPA Board awarded him ‘Life Membership’, recognising his significant contribution and ongoing active role in the industry. He was appointed a Future2 trustee and Chair in September 2009.
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Michael Neary
Michael Neary was appointed Future2’s first independent director in August 2007 following an extensive search and interview process. He is currently Industry Director Financial Services at Telstra Enterprise & Government. Dr Neary holds a Doctorate In Business Administration and has worked in market development and strategic roles in the financial services industry.
Dr Neary was a director of Habitat for Humanity Australia, an international housing not-for-profit, and was a judge of the 2006 Prime Minister’s Award for Community Business Partnerships. |
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Rob Pedersen CFP
Rob is a Certified Financial Planner professional with over 25 years experience in the financial services industry. He is one of the original founders of Matrix Planning Solutions Limited and sits on its board. Rob holds a Australian Insurance Institute diploma and several life insurance qualifications. He is a Board Member of the Financial Planning Association (FPA) and in that capacity was appointed a trustee of Future2 in 2009, taking up his appointment at the November board meeting.
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| Committees |
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| Specialist committees have been established to provide guidance, expertise and operational capability in the following areas: |
| Investment (Chair: David Haintz) |
| Audit (Chair: David Haintz) |
| Grants and Projects (Chair: Corinna Dieters) |
| Fundraising (Chair: Ray Griffin) |
| Marketing (Chair: Michael Neary) |
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