FPA announces new board

FPA chief executive financial adviser

9 October 2008
| By By Sara Rich |

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.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

1 month 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 months 1 week ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 days 13 hours ago

Lonsec has appointed a new chief executive for its research and ratings division as Mike Wright takes up a new role in light of the acquisition of Evidentia Group by Lons...

3 weeks 6 days ago

The Financial Services and Credit Panel has cancelled the registration of an NSW adviser for two years as it felt he displayed a ‘level of incompetence’ in providing advi...

3 weeks 5 days ago

TOP PERFORMING FUNDS