The Boutique Financial Planners (BFP) lobby group has chosen a new president at its annual conference in Brisbane, to replace outgoing leader Wayne Roggero.
Following an executive meeting yesterday, Mr Roggero has stepped aside to be replaced by Coffs Harbour-based practice principal Dacian Moses of boutique firm Waterfall Way Associates.
Mr Roggero, who will remain part of the executive body of the BFP, said Mr Moses was promoted with the “full support of the members and executive”.
“Over the past few years we have seen significant change within the advice profession and that will continue,” Mr Roggero said.
“Dacian and I have worked closely together and he will be an excellent president to take the BFP onto the next level of growth,” he added.
Mr Moses said he was “honoured” to take on the role and paid homage to past BFP presidents.
“The BFP is a unique practitioner association made up of vocal and passionate professionals. I am proud to represent them,” Mr Moses said.
The SMSF Association is the latest body to push for the inclusion of managed investment schemes in the CSLR; however, ...
While the rules around the tax deductibility of advice fees were technically updated in December 2023, the profession ...
Financial adviser at Complete Wealth, Dr Ben Neilson, explains how advisers have improved their perceived value over the ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin