FPA names new directors

Gold Coast FPA chapter chair Kearsten James and the body’s Melbourne chapter chair Julian Place will serve on the national board for the first time, while business specialist Julie Matheson has been re-elected after previously serving on the board for ten years up to 2016.

All three positions are for a term of three years and will commence at the FPA’s annual meeting on 25 November.

Ms James is a financial planner from Cooper Wealth Management, having previously been head of advice and a senior paraplanner at Brisbane-based practice Tupicoffs.

Meanwhile, Mr Place was formerly a partnership manager at Hillross Financial Services and Charter Financial Planning.

Ms Matheson was also previously chair of the FPA Perth chapter.

They have come as Tupicoffs planner Delma Newton and Michelle Tate-Lovery, managing director and principal of Unified Financial Services, are set to exit the FPA board.

FPA chair Marisa Broome commented each of the new directors “bring important skills and experience which will add to the depth of knowledge on the FPA board”.

Ms Broome’s first term will end in November and she will continue as FPA chair for a further term.