Governance

Julie Berry CFP®

Berry Financial Services

1Julie Berry is a registered tax (financial) adviser and a CFP® professional who has practised as a financial planner for more than 30 years. Julie is a Director of Xplore Wealth Limited (ASX:XPL) and Deputy Chair of the Future2 Foundation.

Julie has previously served as both Chair and a board member of the FPA and Chair 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 a Graduate of the Australian Institute of Company Directors. Julie was appointed to the Board in December 2015 and reappointed in July 2017.