Governance

Julie Berry CFP® GAICD

Chair

Julie Berry is a registered tax (financial) adviser and a Certified Financial Planner professional who has practised as a financial planner for more than 30 years. Julie is an Independent Director of Xplore Wealth Limited (ASX:XPL).  As Technical Specialist for Drs Financial Services AFSL # 487758 Julie works closely with Financial Planners.  Julie has previously served as both Chair and a 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.