Governance

Julie Berry is an Independent Director on several firm Boards within the Count group (ASX: CUP).

Julie is a CERTIFIED FINANCIAL PLANNER® professional who practised as a financial planner for more than 30 years, running her own business for 12 years.

Julie has previously served as both Chair and Board member of the Financial Planning Association(Australia) (FAAA), and Chair and Board member of the Institute of Financial Advisers in NZ.

She is a Life member of the FPA and recipient of the Money Management Lifetime Achievement Award. She is also a Graduate of the Australian Institute of Company Directors.

Dave is our specialist risk adviser. He has worked in financial services since 2007, and has developed extensive knowledge of the industry and diligently assisted clients through their insurance and superannuation needs. He has also worked with SME’s and their teams to educate them on superannuation and insurance to equip them with knowledge so that they can make better informed decisions about their own superannuation and superannuation requirements.

Prior to Financial Services, Dave gained people and management skills whilst working as a sales manager and running a sales team.

As part of Dave’s philanthropic work, he has chosen to give back to the financial services industry by spending seven years on board of the Association of Financial Advisers (AFA) where he played an extensive part supporting the financial adviser community. His commitment to the community also extends to supporting families caring for children with rare illnesses in the form of an annual event – ‘The Super Loong Lunch’ – now in its 8th year. Since its establishment he has played a major role in raising more than $300,000 to help provide children with lifesaving medical treatments.

Outside of work Dave supports the greatest football club (Port Power) and loves going to the games with his 2 daughters. He is also an avid cook and loves cooking up a storm in the kitchen.

Ben Marshan is a seasoned professional in financial services, advocacy, and government relations, with over 18 years of experience in the field. Specialising in strategy, professional standards, risk and compliance, and member support. Ben has a proven track record of helping businesses navigate significant regulatory changes, deliver financial services efficiently, and as a thought leader, which he now delivers through Marshan Consulting. Ben has also recently co-founded Impaktful to support Australians find purpose in their retirement through philanthropy and volunteering.

Before founding Marshan Consulting, Ben served as Director of Policy at the Council of Australian Life Insurers and spent 8 years as Head of Policy, Standards, Strategy, and Innovation at the Financial Planning Association of Australia. He also worked as a Financial Planner and Senior Manager at State Super Financial Services (now Aware Super) and as KPMG’s financial advice subject matter expert.

Ben holds the Certified Financial Planner® and Life Risk Specialist® designations, an MBA, a Master of Commerce in Financial Planning, a Bachelor of Science with first-class honours and is a member of the Australian Institute of Company Directors.

Olivia is the Managing Director and Principal of Godfrey Group, where she champions personalised service and long-term client relationships in financial services recruitment. With a strong track record in business management and strategic leadership, Olivia has partnered with leading organisations across Australia’s wealth management sector. Her career spans executive roles in Corporate HR, Financial Services, and IT, enriching her expertise as a Relationship Manager and Consultant. Olivia is widely recognised for her transparent approach and ability to deliver positive outcomes, even amidst industry challenges. She is deeply committed to advancing financial literacy for all Australians, believing it is key to empowering individuals and communities.

Steve is the Director of Financial Services at Forsyths in the New England region of NSW and has over 30 years’ experience in financial services as an adviser, licensee, and responsible manager. Steve’s experience includes working with small businesses, large Australian companies and multinationals, and numerous not-for-profit directorships. He holds a Diploma of Financial Services and a Master of Financial Planning and is a member of both the Financial Advice Association of Australia and the Australian Institute of Company Directors.

Steve joined the Board of Future2 in July 2023 and is Chair of the Fundraising Committee.