Search Results | Showing 11 - 20 of 25 results for "Julie Berry" |
| | ... a financial adviser to the Tax Practitioners Board (TPB) after long advocating for the position. Former FPA chair Julie Berry is one of five new board appointments at the TPB and she has joined for an 18-month period. FPA chief executive Mark Rantall ... |
| | | ... financial planners provide true value for their advice as well as peace of mind," he said. This year's awards judges were Julie Berry, Marisa Broome, Roger Colbeck, John Godfrey, Peeyush Gupta, John Hewison, Martin McIntosh, Peter O'Toole, and Michelle ... |
| | | ... Matthew Rowe has officially assumed the role of chair at the annual general meeting today following the departure of Julie Berry. Rowe said that the board of the FPA was committed to improving the association for its members, with a focus on vision ... |
| | | ... year of supervised experience before being authorised to promote themselves as an FPA professional. Outgoing chair Julie Berry told advisers at the conference that the changes would help financial planners be viewed in a similar light to other professions. ... |
| | | ... month. Martin McIntosh, who stood in as an appointed director in June 2010 to replace Rob Pedersen, will step down. Julie Berry, chair of the FPA board, will also end her term at the AGM. Matthew Rowe, current deputy chair of the FPA, will begin his ... |
| | | After three years at the helm of the Financial Planners Association, Julie Berry will be stepping down as chair in November. Berry, who began her three-year tenure in 2007 has decided not to put herself forward for re-election at the annual general ... |
| | | ... are some wrong assumptions made about how a financial planner would use a term deposit in a client's profile," said Julie Berry, chair of Financial Planners Association of Australia. "Basically a term deposit is a 'dollar-in, dollar-out' approach, there ... |
| | | ... qualification that consumers understand as opposed to a designation, which I think they don't understand," he said. Julie Berry said Pedersen's comments on the FPA's stance on planner remuneration are "peculiar" because he was involved in the process. ... |
| | | ... leaves the association to take up another senior position in the financial services sector, said an FPA statement. Julie Berry, chair at the FPA, said Bloch's decision was a surprise. "Nobody was expecting Jo-Anne to go, she had signed an extra contract ... |
| | | ... whistleblowing service and has flagged tougher educational requirements for people who want to become financial planners. Julie Berry, chair at FPA, said the FPA Confidential is an online, anonymous reporting system, which has been outsourced to Deloitte ... |
|