FPA brings new faces to the board table
TheFinancial Planning Association(FPA) has had five new faces elected to its board after the association’s members were called to elect candidates to replace outgoing members.
The new members are Collins House Financial Services managing director Dominic Alafaci,BridgesPersonal Investment Services branch manager Julie-Anne Berry, WealthPartners Financial Solutions co-principal Andrew Heaven andAssociated Planners Financial Servicesmanaging director Ray Miles.
Sydney City Counsellor Kathryn Greiner also joins the board as an external director, a move that was announced at the time of the FPA’s national convention in October of this year.
The new board members replace practitioner representatives Paul Brady , Nick Bruining, and Ian Heraud, as well asMLC’s Steve Tucker, who was no longer eligible to stand due to a change of roles within MLC.
Miles was elected unopposed in the “large principal member” category, replacing Tucker, while Heaven and Berry were elected in the “practitioner” category and Alafaci was in the “small principal member” category.
The rest of the board is made up of chairman Steve Helmich (AMP), FPA chief executive Kerry Kelly, external director David Elsum, Sarah Brennan (Brennan Consulting), Leonie Henry (Henry and Co), Corinna Dieters (Accent Investment Services) and ex-head of Bridges Colin Scully.
Alafaci is based in Melbourne, was theMoney ManagementFinancial Planner of the Year in 2000, and is a regular financial commentator on a Melbourne commercial radio station. Heaven is also a regular commentator on financial planning issues in the Sydney media, and has been a member of the FPA for 12 years.
NSW Mid North Coast-based Berry has been involved with the FPA for 14 years and chaired the FPA’s Mid North Coast Chapter for eight years.
Miles has also had a long history of involvement with financial planning associations, and he is the chair of the FPA’s 2004 national convention and expo to be held in Sydney.
Recommended for you
While model figures provide valuable insights on how advisers can draw benefits from managed accounts, Zenith’s head of portfolio solutions has argued that professional judgement and quality research are key to successful implementation.
While the number of financial services staff using AI has almost doubled in the last year, two surveys have revealed that fast-paced AI adoption has led to governance gaps and growing concerns about job security.
Entireti has partnered with Striver to connect graduates and job seekers with its advice network to support the placement of new talent.
ASIC has cancelled the Australian financial services licence of Ivy League Capital Pty Ltd, a firm authorised to provide advice in relation to managed investment schemes.
