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.
AUTHOR
Mike Taylor
Recommended for you
Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees commencing.
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio returns has almost doubled since April.
CoreData has shared the top areas of demand for cryptocurrency advice but finds investors are seeking advisers who actively invest in the asset themselves.
With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they navigate clients through the shifting landscape.
