Governance

Julie Berry CFP®

Berry Financial Services

1Julie Berry is a registered tax (financial) adviser and a CERTIFIED FINANCIAL PLANNER® professional, having practised for more than 29 years.

She is a director of the Tax Practitioners Board, chair of Firm for 360 Financial Advantage and is a graduate of the Australian Institute of Company Directors.

Previously she served as both the Chair and Board member of the Financial Planning Association of Australia (FPA), and as the Chair and Board member of the Institute of Financial Advisers in New Zealand. She is also a life member of the FPA and a recipient of the Money Management Lifetime Achievement Award.