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Julie Berry (Chair)
CFP®, Dip FP, FPA Fellow, Dip ML, JP
Chair and Additional Director
Appointed 18 November 2005
Julie Berry is the current Chair of the Financial Planning Association, a position she assumed at the Annual General Meeting in November 2007, having been an elected Board director since 2003.
Julie has been a financial adviser for over 21 years. She is currently the Managing Director of Berry Financial Services Pty Ltd in Port Macquarie, on the New South Wales Mid North Coast and an Authorised Representative of Comcorp Financial Advice, AFSL 331367.
In her professional life, Julie’s success is built on long term relationships with her clients and providing them with quality advice and personal service.
Julie’s commitment to the FPA is a long-standing one. She was Chair of the Mid North Coast Chapter for eight years, and the recipient of a Distinguished Service Award in 2000. Julie has been an FPA Board member since 2003, having served as Deputy Chair in 2007. |
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Mark Rantall (Chief Executive Officer)
Appointed 1 July 2010
Mark is highly qualified and respected within the profession and has a wealth of experience working with financial planning practices of all sizes over the past 25 years. In 2008, Mark was involved in the creation of The NAB Academy, where he was dean of advice until his appointment as FPA CEO. Prior to this appointment Mark chaired the CFP Certification Committee for the FPA, and initially joined NAB as Managing Director of financial planning firm Godfrey Pembroke from 2003 – 2008. During 2006 Mark successfully helped Godfrey Pembroke transition more than 200 advisers to a fee-for-service remuneration model. Mark commenced his role as CEO on 1 July 2010.
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Bruce Foy
BCom LLB FAICD
Additional Director
Appointed 1 January 2006
Bruce is a professional non-executive director on a number of public and private boards including First State Superannuation Corporation, Transgrid Corporation, Southern Uranium Limited, and The Doctors' Health Fund Ltd. Bruce is currently a member of the Remuneration and Succession Planning Committee of the Board, and the Board Professionalism Committee. Previously Bruce was managing director and country manager for Australia of ING Bank N.V., and over 25 years held a number of chief executive roles in wholesale and investment banking, and stockbroking. He was admitted as a barrister to the Supreme Court of New South Wales in 1989, and he is a fellow of the Institute of Company Directors.
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Louise Lakomy
CFP®, MBA, GDFP, GDCCN, BN, JP
Appointed 21 November 2008
Louise Lakomy is Principal of Investment Advice at Yellow Brick Road Investment Services and has worked for this boutique financial planning company since 2006. Previously, she was a Senior Financial Adviser with St George Private Bank. Louise has a Master of Business Administration in Finance and Funds Management and a Graduate Diploma in Personal Financial Planning. Louise has been actively involved in the FPA including being FPA Sydney Chapter Chair for four years, a member of the FPA Careers Expo Committee from 2003-2009, Chair of the National Conference Committee in 2009 and she is currently a member of the Small Principals’ Forum of which she has been a member since 2008, and a member of the fee transition committee and audit committee.
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Philip Pledge
B.EC, FCA
Appointed 1 January 2009
Philip became a Partner in one of the antecedent firms of Ernst & Young in 1966 and remained a Partner until his retirement from Ernst & Young in 2001. He practiced in a range of disciplines over his career with his special interests being in the field of transaction support and performance improvement. In these roles he was involved in a number of capital raisings by IPO and Private Equity. His passion for corporate performance improvement was the skill that led to his promotion through the Ernst & Young organization to be South Australian Managing Partner from 1979 to 1998 and National Chairman from 1992 –1994.
Philip has held a number of Board positions and is currently Chairman of the SA Water Corporation.
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Matthew Rowe
CFP®, BEc, CPA (FPS), Dip FP, GradDipAcct
Appointed 30 November 2007
Matthew is the Group Managing Director of Hood Sweeney and has 16 years experience in the financial planning profession. Matthew is currently the Chair of the Board Professionalism Committee and is a member of the Professional Conduct Committee. Matthew also Chaired the FPA Remuneration working group and Chaired the FPA working group responding to the Parliamentary Joint Committee Inquiry into Financial Products and Services in Australia. Matthew has also previously held the position of Chair of the Professional Conduct Committee and Chair of the Principal Representatives Forum.
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Martin McIntosh
CFP®, Bach B(Fin Plan)
Appointed 8 June 2010
Martin McIntosh joins the FPA Board as a casual Director until November 2010, when a permanent Board member will be announced at the AGM.
Martin is a Certified Financial Planner professional and Managing Partner of Financial Services firm Planning Partners. He brings to the Board a diverse 19 year involvement in the financial services industry. With a Bachelor of Business from RMIT with a major in Financial Planning and an Associate Diploma of Business Accounting, Martin was selected for his experience in financial planning, as a Small Principal, and his ongoing involvement with the FPA that includes being a committee member of the Small Principals' Forum. Martin has been an Industry Representative on the panel of the Financial Ombudsman Service since 2009. |
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Andrew Waddell
Dip Bus (Marketing)
Appointed 30 November 2007
Andrew is General Manager of AXA's Financial Advice Network (FAN) which has over 1400 advisers, $27b FUA and over $400m of inforce annual premiums making it one of the leading advice networks in Australia. Andrew is a member of the Board Strategy and Audit & Risk Management Committees. Andrew holds an Associate Diploma of Business (Marketing) from Swinburne and is a member of the Australian Institute of Company Directors. |
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