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.
Recommended for you
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
