FPA announces new board
As the Financial Planning Association (FPA) embarks on the third year of its strategic plan to encourage professionalism throughout the industry and in the eyes of consumers, its members have voted that the 2008 chair, financial adviser Julie Berry, be re-elected for a second term.
Berry said the next 12 months would see the launch of a new Value of Advice campaign, incorporating television advertisements, print media and adviser toolkits, with the FPA currently testing and making final tweaks to the program.
Supporting Berry on the FPA board as deputy chair will be Mark Spiers, the chief executive of Westpac Financial Planning, who has also been re-elected for the second year in a row.
Representing large principal members, or dealer groups with 20 or more authorised representatives, will be Andrew Waddell, the general manager of the AXA Financial Advice Network, while Louise Lakomy, the principal investment adviser at Yellow Brick Road Investment Services, will represent the smaller groups of the FPA.
The other members to join chief executive Jo-Anne Bloch on the new FPA board, which comes into effect on November 21, are as follows:
• Louise Biti;
• Bruce Foy;
• David Haintz;
• Rob Gerrand;
• Julie Matheson;
• Rob Pedersen; and
• Matthew Rowe.
Recommended for you
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.
As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.
