Marisa Broome CFP^® is the Managing Director of Wealthadvice, an FPA Professional Practice operating in Sydney. A CERTIFIED FINANCIAL PLANNER^® professional, Marisa has over 30 years’ experience in financial services – with the last 21 years owning her own firm and practising as a financial planner. In addition to her role as Chair of the FPA, Marisa is also a member of the Code Monitoring Working Group. While a director of the FPA, Marisa has been the Chair of the Professional Standards and Conduct Committee, Chair of the Policy and Regulations Committee, a member of the Audit and Risk Committee and the Chair of the FASEA Working Group. Marisa has been an active member of the FPA since its inception, being involved in national committees on education, annual conferences and the Sydney Chapter.

Jane Bowd is the Group Company Secretary & Corporate Counsel at Coca-Cola Amatil.  Jane holds a Graduate Diploma of Applied Corporate Governance, Master of Laws, Graduate Diploma of Legal Practice, Bachelor of Laws, Bachelor of Arts, and is a graduate of the Royal Military College Duntroon. Jane brings deep knowledge and expertise in legal and governance matters from her prior financial services roles, and private practice.

Alison is a Director and a Practice Principal of SWA Financial Planning (originally known as Symes Warne & Associates), an FPA Professional Practice based in Wollongong, NSW. She has been a CERTIFIED FINANCIAL PLANNER® professional since 1999, and holds a Bachelor of Commerce, two Masters of Commerce (Financial Planning and Economics), and a Diploma of Finance and Mortgage Broking. In addition to her financial planning role at SWA, Alison also oversees compliance, HR management and positive culture development for the business.

Alison has been an active FPA member for over 20 years, during which she has spent time on the Legislation and Regulation Committee. Alison is currently on the FPA Professional Designations Committee.

Delma has been a financial planner for over 20 years and has been a member of the FPA since 1995. She is a CERTIFIED FINANCIAL PLANNER® professional and holds degrees in Economics and Accounting. Delma runs her own Financial Planning business, Total Portfolio Management Pty Ltd.

Prior to being elected to the FPA board in 2014, Delma had served on the Brisbane Chapter Committee for over 10 years, 5 of these as Chapter Chair. Delma also served on the FPA Membership Committee. Delma’s current role on the Board is as the Chair of the 2015 FPA National Congress.

Mark has over twenty five years experience in providing financial advice, including extensive experience working with executives in senior management roles. He established his own business in 1998 and continues to strive to provide high quality advice aligned with his clients values and best interest.

Mark has been part of leading advice networks, including Deutsche Bank and Godfrey Pembroke. Within these networks Mark has played key roles as Chairman of both Deutsche Bank’s financial advisory board and Godfrey Pembroke’s Advisory Board. He is also a registered Tax Adviser with the Tax Practitioners Board of the Australian Government.

Mark has attended The Stanford Graduate School of Business executive education program in California, USA, and is a member of the Australian Institute of Company Directors. Mark is also currently a trustee for the Sunrise Foundation.

Paul is a Fellow of the Institute of Chartered Accountants in England and Wales, a graduate of the Australian Institute of Company Directors as well as the University of Wales and was a partner with a ‘Big 4’ accounting firm until 2016. He practised in a range of fields during his 30-year professional career with a focus on the audit of regulated financial services entities. Originally from the UK, he has lived and worked in North Asia and moved to Australia in 1995.

Paul currently acts as an independent director and member of audit and risk committees for a number of organisations. He is the Chair of the Audit & Risk Management Committee of the Board.

David has been a financial planner and FPA member since 2003. He is a CERTIFIED FINANCIAL PLANNER® professional, has completed a Diploma in Financial Planning and holds a Bachelor of Commerce (Distinction) from Curtin University.

David runs his own financial planning firm, Globe Financial Planning based in West Perth. In 2016 he was shortlisted for the FPA CFP® Professional of the Year Award.

Prior to being elected onto the board David spent four years on the WA FPA Chapter, including two years as Chair. David can often be found in various media roles (TV, radio and print) advocating strongly for the Value of Advice.

Michelle Tate-Lovery is the Managing Director and Principal Adviser of Unified Financial Services (Carlton, Victoria) and has been self-licensed since 1994. In her 28 years in the financial services industry, Michelle has carved out a successful career as a CERTIFIED FINANCIAL PLANNER® professional and has been nationally recognised in 2012 as the FPA winner of the CFP® Professional Award and Money Management Financial Planner of the Year and 2013 Mentor of the Year. Michelle has been a finalist for Woman of the Year – Money Management and Super Review 2014 and 2013 and was awarded Goals Based Adviser of the Year through IFA Excellence Awards, 2017. In 2017, Michelle was voted by her peers and recognised in Financial Standard Top 50 Influential Advisers. Michelle has been on the FPA Transition to Fee for Service Taskforce and on the CFP Curriculum Taskforce for Ethics, Professionalism and Compliance and has judged FPA Best Practice Awards 2012 – 2016.

Pene is Chief Operating Officer for the Financial Planning Association and has had wide ranging experience at an executive level for the past 16 years.

Previous roles include Chief Financial Officer and Director positions with various commercial property companies such as Cameron Brae and BIS Shrapnel. Pene is a member of CPA Australia and began her career as an accountant and financial controller.

Her current role at the Financial Planning Association covers all elements of the association – from finance to member engagement and from staff retention to IT. Pene is passionate about opportunities for women in finance and is a keen advocate for mentoring and career development.