Julie Berry CFP® GAICD


Julie Berry is an Independent Director on several firm Boards within the Countplus group (ASX: CUP) and Chair of the Future2 Foundation, the charitable foundation of the Financial Planning Association of Australia (FPA).

As the Technical Specialist for Doctors Wealth Management, Julie Berry works closely with financial advisers to assist them in delivering high quality financial advice to Avant Mutual members.

She is a registered tax (financial) adviser and a CERTIFIED FINANCIAL PLANNER® professional who has 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 FPA, 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.  Julie is regularly sought by media for comment on financial matters.