FPA announces new board
As the Financial Planning Association (FPA) embarks on the third year of its strategic plan to encourage professionalism throughout the industry and in the eyes of consumers, its members have voted that the 2008 chair, financial adviser Julie Berry, be re-elected for a second term.
Berry said the next 12 months would see the launch of a new Value of Advice campaign, incorporating television advertisements, print media and adviser toolkits, with the FPA currently testing and making final tweaks to the program.
Supporting Berry on the FPA board as deputy chair will be Mark Spiers, the chief executive of Westpac Financial Planning, who has also been re-elected for the second year in a row.
Representing large principal members, or dealer groups with 20 or more authorised representatives, will be Andrew Waddell, the general manager of the AXA Financial Advice Network, while Louise Lakomy, the principal investment adviser at Yellow Brick Road Investment Services, will represent the smaller groups of the FPA.
The other members to join chief executive Jo-Anne Bloch on the new FPA board, which comes into effect on November 21, are as follows:
• Louise Biti;
• Bruce Foy;
• David Haintz;
• Rob Gerrand;
• Julie Matheson;
• Rob Pedersen; and
• Matthew Rowe.
Recommended for you
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”.
Australia has marked a decade among the best countries for retirement, according to Natixis, but with high inflation threatening their retirement goals, a third say they would get professional advice to improve their chances.
When it comes to the risks of acting as a responsible manager at an AFSL, compliance firm Holley Nethercote has shared a range of red flags that could see them facing disciplinary action from the corporate regulator.
Wealth management platform provider Netwealth has announced a partnership with FinClear to streamline trading capabilities for advisers.