FPA names new chief executive
TheFinancial Planning Association(FPA) has announced the appointment of Kerrie Kelly as its new chief executive.
The announcement was made at the opening of the association’s annual conference in Adelaide this morning by board chair Steve Helmich.
The appointment of Kelly follows the recent decision of the previous head Ken Breakspear not to renew his contract with the association and who subsequently stepped down as chief executive on October 3.
Kelly takes over at the helm of the FPA from her role at theAustralian Stock Exchange(ASX) where she heads up national corporate actions for the exchange’s joint venture ASX Perpetual Registrars.
Prior to working with the ASX Kelly was a national director of theTrustee Corporations Association of Australiaand has also worked in retail banking with the ANZ Bank.
According to Helmich the new appointment would strengthen the FPA and drive its objectives of raising standards in the industry as Kelly has extensive experience in managing an industry body.
Helmich also announced the appointment of two new board directors, in the form ofAssociated Plannersmanaging director Ray Miles and Sydney City Councillor Catherine Greiner.
Miles joins as the large dealer group representative and takes over fromMLC’s Steve Tucker who has moved from a role in distribution to funds management at MLC and is no longer eligible to stand.
Greiner joins the board as an external director and is widely known for her active community interests, her media roles and her participation on many charitable and academic boards
Helmich has also extended his time as chair of the board after accepting an invitation from his fellow directors to remain in the role for another year.
AUTHOR
Jason Spits
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
