New chair for FPA
Port Macquarie-based financial planner Julie Berry is to become the new chair of the Financial Planning Association (FPA) succeeding Corinna Dieters as a result of recent board elections.
The FPA today announced Berry’s elevation to the chair of the key organisation along with the chief executive of the Magnitude Group, Mark Spiers, who will be deputy chair.
The other directors elected to the FPA board were Andrew Waddell, representing large principal members, Paul Gerrard, representing small principal members, Matthew Rowe, representing practitioner members, and Rob Pedersen, representing practitioner members. The full board effective from November 30 is Julie Berry, Mark Spiers, Louise Biti, David Haintz, Julie Matheson, Andrew Waddell, Paul Gerrard, Matthew Rowe, Rob Pedersen, Rob Gerrard, Bruce Foy and Jo-Anne Bloch.
Recommended for you
The corporate regulator has cancelled the AFSL of a Perth advice firm, with the firm having previously seen its licence temporarily suspended in 2020.
Having proposed changes earlier this year, ASIC has clarified how it will support licensees with additional relief under the reportable situations regime.
AMP has partnered with BlackRock and research house Lonsec to provide a model portfolio capability on its North platform that offers “portfolio customisation at scale” to advice practices of all sizes.
Money Management rounds up actions ASIC took against advice individuals in the first half for FY25 from exam falsifications to dishonest conduct.