All Articles tagged with 'Julie Berry'

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Future2 Foundation increases grants to disadvantaged young Australians in 2020

From Future2 Foundation

The Future2 Foundation, the foundation of the Financial Planning Association of Australia (FPA), has awarded $199,769 in new grants to 20 not-for-profit organisations in 2020, an increase of nearly 5 per cent over last year. Future2 has now committed $1,394,981.00 in grants since its inception in 2007. FPA members endorse every dollar awarded by the

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30 Nov 2020

Future2 Foundation announces new Chair and Deputy Chair

From FPA - Financial Planning Association

The Future2 Foundation is pleased to announce the appointment of Ms Julie Berry CFP®GAICD as Chair and of Ms Olivia Maragna CFP® as Deputy Chair to lead the foundation of the Financial Planning Association of Australia (FPA) into the next chapter of its work helping disadvantaged young Australians. Ms Petra Churcher is stepping down as Future2

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29 Oct 2020

Future2 appoints new Director to the Board

From Future2 Foundation

The Future2 Foundation is pleased to welcome Mr Giles Gunesekera to its Board of Directors. Mr Giles Gunesekera is Founder and CEO of Global Impact Initiative and is a member of the global advisory board of the United Nations (Climate & Health and Sustainable Finance) as well as a wide range of not-for-profit boards

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14 Feb 2020

Xplore Wealth Ltd appoints New Non-Executive Director as Mr Peter Brook departs

Xplore Wealth Ltd (ASX: XPL) has announced the appointment of Julie Berry as Non-Executive Director to the Xplore Wealth board, as the Company embarks on a new stage of its growth and development plans. Ms Berry is an accomplished director who has advised public listed entities and privately owned businesses with an emphasis on advice and

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13 Dec 2019

Future2 welcomes three new Board Directors

From Future2 Foundation

The Future2 Foundation is pleased to announce three new appointments to its Board of Directors: Ms Julie Berry CFP®, Mr Hugh Humphrey, and Ms Olivia Maragna CFP®. Future2 is the foundation of the financial planning profession in Australia. Through its annual Future2 Make the Difference! Grants program, Future2 supports young Australians experiencing social, financial or

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02 Aug 2019

Financial planners conquer new heights to help kids in need

From Future2 Foundation

At sunrise on 25 February, four CFP professionals reached the summit of the world’s highest freestanding mountain knowing that they had raised tens of thousands of dollars to help disadvantaged young Australians through Future2, the foundation of the Financial Planning Association of Australia (FPA). For Julie Berry, Anne Graham, David Graham and Sam Hunt the

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15 Mar 2016

Earn CPD Points

CPD: Ethics and financial control
Financial control, a form of financial or economic abuse, is unfortunately an increasingly common occurrence across a range of age [...]
CPD: The Pandemic accelerant - digital age business strategies
The following article is an excerpt from a white paper written by two investment experts from Epoch Investment Partners: William [...]
CPD: The pool’s lovely, come on in! An essential guide to life insurance underwriting in Australia
The gatekeeper to the pool In an earlier article we explained risk pooling, a foundational concept in insurance. By aggregating [...]
CPD: Don't be fooled by most ESG rankings - focus on materiality instead
Are ESG investors being fooled? The Wall Street Journal recently ran an article about how big technology stocks dominate ESG [...]
CPD: Life underinsurance – from gap to chasm, the advice challenge
Life underinsurance has been a much discussed – and debated – topic for more than a decade. Denounced by some [...]