Julie Berry to head NZ planning body
Former Financial Planning Association (FPA) board chair Julie Berry has been elected as board chair of its New Zealand counterpart, the Institute of Financial Advisers (IFA), by the NZ board of directors.
Berry, who holds the Certified Financial Planner (CFP) designation, has been an independent director of IFA for the past two years and was reappointed for a second two-year term. She was an FPA board member from 2003 to 2010 and board chair from 2007-2010.
Berry is also the chair of the Mid North Coast Chapter of the FPA and was the recipient of a Distinguished Service Award in 2000, as well as awarded life membership in 2010. She is currently the managing director of Berry Financial Services in Port Macquarie on the New South Wales mid-north coast.
IFA president Nigel Tate said Berry was appointed due to her experience as an adviser and past involvement with the FPA. He said Berry had an understanding of the needs of IFA members and its role in representing those needs.
IFA represents financial planners and advisers in New Zealand. It has 900 members and administers the CFP designation in New Zealand.
AUTHOR
Staff Writer
Recommended for you
Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy.
Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector.
Recruitment manager Robert Half has shared the most in-demand roles in financial services that firms are finding difficult to fill, driven by ASIC’s growing focus on risk and compliance.
ASIC chief executive, Warren Day, is among senior executives to depart the corporate regulator amid changes to its leadership team.
