Advice platform Xplore Wealth has appointed a new non-executive director to its board, replacing non-executive chair Peter Brook.
Julie Berry currently serves as director of the Tax Practitioners Board and as director of the Future2 Foundation, according to a statement to the ASX.
Before joining Xplore Wealth, Ms Berry was chair of a subsidiary company of CountPlus, chair of the Financial Planning Association of Australia and chair of the Institute of Financial Advisers in New Zealand.
She replaced Mr Brook, who formally departed the board on Monday. The board will now have four non-executive directors.
Xplore chairman Alex Hutchison said the board welcomes Ms Berry’s appointment.
“Ms Berry’s experience demonstrates leadership, change management and stakeholder management skills,” Mr Hutchison said.
“These skills together with her broad financial services industry experience that includes financial advice, superannuation, not-for-profit, government and domestic and overseas regulation, are well regarded and the board looks forward to her contribution for the mutual benefit of the Xplore Wealth business, its clients and stakeholders.”
Adrian Flores is a deputy editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.
You can contact him on [email protected].
Companies, investors and other stakeholders have been urged to provide feedback on draft sustainability reporting standards.
The corporate regulator said the adviser failed to prioritise his clients’ interests over his own.
Registrations have opened for the New Broker Academy, a free event set to help financial advisers who want to switch to a career in mortgage and finan...
Get the latest news! Subscribe to the ifa bulletin
Get notifications in real time and stay up to date with content that matters to you.