FPA brings new faces to the board table
TheFinancial Planning Association(FPA) has had five new faces elected to its board after the association’s members were called to elect candidates to replace outgoing members.
The new members are Collins House Financial Services managing director Dominic Alafaci,BridgesPersonal Investment Services branch manager Julie-Anne Berry, WealthPartners Financial Solutions co-principal Andrew Heaven andAssociated Planners Financial Servicesmanaging director Ray Miles.
Sydney City Counsellor Kathryn Greiner also joins the board as an external director, a move that was announced at the time of the FPA’s national convention in October of this year.
The new board members replace practitioner representatives Paul Brady , Nick Bruining, and Ian Heraud, as well asMLC’s Steve Tucker, who was no longer eligible to stand due to a change of roles within MLC.
Miles was elected unopposed in the “large principal member” category, replacing Tucker, while Heaven and Berry were elected in the “practitioner” category and Alafaci was in the “small principal member” category.
The rest of the board is made up of chairman Steve Helmich (AMP), FPA chief executive Kerry Kelly, external director David Elsum, Sarah Brennan (Brennan Consulting), Leonie Henry (Henry and Co), Corinna Dieters (Accent Investment Services) and ex-head of Bridges Colin Scully.
Alafaci is based in Melbourne, was theMoney ManagementFinancial Planner of the Year in 2000, and is a regular financial commentator on a Melbourne commercial radio station. Heaven is also a regular commentator on financial planning issues in the Sydney media, and has been a member of the FPA for 12 years.
NSW Mid North Coast-based Berry has been involved with the FPA for 14 years and chaired the FPA’s Mid North Coast Chapter for eight years.
Miles has also had a long history of involvement with financial planning associations, and he is the chair of the FPA’s 2004 national convention and expo to be held in Sydney.
Recommended for you
Licensing regulation should prioritise consumer outcomes over institutional convenience, according to Assured Support, and the compliance firm has suggested an alternative framework to the “licensed and self-licensed” model.
The chair of the Platinum Capital listed investment company admits the vehicle “is at a crossroads” in its 31-year history, with both L1 Capital and Wilson Asset Management bidding to take over its investment management.
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies.
With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to compete in a “buyer’s market”.
