Institute of Financial Advisers Board and Management

		Lyn McMorran CFP^CM President Westpac Private Banking PO Box 691 Wellington 6140 Phone (04) 498 1757 Mobile (027) 226 3985 Email lyn_mcmorran@westpac.co.nz
	Lyn has been involved in financial services and the financial advice profession for over 20 years. Her current position of Area Manager Southern for Westpac's Private Bank is based in Wellington and involves leading the Private Bank team in the Lower North and South Islands - 25 Advisers in all looking after the financial needs of the Bank's most highly valued personal customers. Lyn and her team are able to provide their customers with the full range of financial advisory services from transactional banking and lending advice to the comprehensive financial planning service. Lyn's qualifications include a Graduate Certificate in Management from Charles Stuart University, NSW, Australia and the Graduate Diploma in Business Studies (Endorsed in Personal Financial Planning) from Massey University. She also holds the Certified Financial Planner mark. Current President of the IFA and Chair of IFA's Audit Committee, immediate past Chair of the College of Financial Planners, and in 2005/06 was Chair of the Organising Committee for Success Forum 2006. Helping to raise the professional standards of financial advice in New Zealand is a particular concern of Lyn's and, in addition to her work with the IFA, she is heavily involved in mentoring and training people who are keen to progress as financial planners and relationship managers. She is a member of Women in Superannuation and the Institute of Directors, and is a Senior Associate of Finsia. She is also a contributor to the book "Women 2 Women" - an inspirational book for women profiling over 70 New Zealand women sharing tips for success in business, career and other aspects of life. Away from work, Lyn and Ed have four children between them - three grown up and one still living at home. They lead a busy social life revolving around entertaining, collecting and drinking wine and Wellington's cultural events. When time permits, she can be seen walking the dog around the Khandallah hills or the Wellington waterfront but would prefer to curl up somewhere quiet and read a good book.
		Neville Caird CFP^CM NZ Financial Planning PO Box 5844 Dunedin 9058 Phone (03) 477 7477 Email neville@dn.nzfp.co.nz
	11 years of professional trusteeship employment Four years Fixed Interest Manager, Forsyth Barr Ltd, Shareborkers Seven years as a Specialist Financial Planner with Investment Portfolio Design Ltd (IPD) until 1996. 11 years as a Specialist Financial Planner with NZ Financial Planning Company Limited (since the merger with IPD back in 1996) Immediate Past Chairperson IFA (Otago, J R McKenzie Trust Board Member (since November 2005) following ten years chairing the J R McKenzie - Youth Education Fund, JAYAR Trust Board Member and an active Rotarian since 1990 (Paul Harris Fellow). Married to Miranda who owned and continues to operate Roost Ltd, a National Franchised Mortgage Brokering Company. We live on a lifestyle property within ten minutes of Dunedin CBD and have two children, Samantha (18) studying in Wellington and Henry (14) at home.
		Garth Clarricoats CLU AFP Optimum Professional Services PO Box 5075 New Plymouth 4343 Phone (06) 757 5645 Fax (06) 757 5645 Email mail@insureinvest.co.nz
	I am director of Optimum Professional Services Ltd, a company providing financial advice and services primarily to clients in Taranaki. I hold a NZ Diploma in Business and am a Chartered Life Underwriter (CLU). My primary business is insurance but my main business focus is in life planning and mentoring; services for which I charge fees as well as commissions. Since 2003 I have been involved in the following areas: • Insurance College; Chair (2004-2006) • Professional Development Committee; Chair (2004-2006) • Asia Pacific Financial Services Assn (APFinSA); Principal delegate (2004-present) • Code of Ethics Review Committee (2005) • FPIA to IFA Renewal Project Committee (Odyssey) (2005) I value education, integrity and the need to have a strong national organisation that represents both. Key achievements during my tenure have been the development of the Certificate in Financial Services (CFS), substantial increases in CLU designations, liaison with tertiary education providers, paralleling the education path for CLU and CFP, strengthening relationships in the Asia Pacific region and "championing" the needs of insurance advisers in the organisation. My Mission is to keep the Institute on track with the core values of professionalism, personal development and "Client first, last and always". I will do my best. I also chair the Taranaki Special Needs Trust whose role it is to provide rehabilitation and therapy facilities for people with physical disabilities. I love laughing at myself (usually because everyone is laughing at me, so why buck the trend). My family keeps my grounded and my life philosophy is "Carpe Jugulum", one which I share with vampires - and bull terriers.
		Jordi Garcia CFP^CM NZ Financial Planning PO Box 105190 Auckland 1143 Phone (09) 309 3680 Mobile (021) 888 336 Email jordi@akld.nzfp.co.nz
	Jordi is a founding director and principal of New Zealand Financial Planning and has over 23 years experience in the financial services industry, with the last 20 in financial planning. Prior to financial planning Jordi worked in the banking and mortgage broking industries and gained experience putting together tax orientated structures for investors. He is a Certified Financial Planner (CFP^CM). Jordi was awarded the 2001 New Zealand Financial Planner of the Year Award sponsored by Good Returns Magazine, for excellence and professionalism within the industry. For the last 16 years Jordi has also tutored and lectured at the University of Auckland on a part-time basis in Engineering Economics and Management Accounting for the School of Engineering, and Accounting and Personal Financial Planning for the Department of Continuing Education and the University's Centre for Professional Development. Jordi served for 20 years as a part-time member of the Territorial Force of the NZ Army finishing in 1999 as the Commanding Officer of the 3rd Auckland (CRO) and Northland Battalion, Royal New Zealand Infantry Regiment as a Lieutenant Colonel. He was awarded the Efficiency Decoration (E.D.) in 1992. Jordi and his wife Sara have four children and live on the North Shore. Currently Jordi's interests revolve around the family. In addition he loves to read a good book, playing games and enjoys keeping fit.
		Tony Vidler CFP^CM CLU Fidelity Life Assurance PO Box 25062 Christchurch 8140 Phone (0800) 027 007 Mobile (021) 221 9001 Email tonyv@fidelitylife.co.nz
	I have been working in the New Zealand financial services industry in both advisory and management capacities since June 1990, including operating our own insurance and investment brokerage business with my business partner for ten years. Since entering the industry I have been actively involved in the LUA, and subsequent transformation until it became the IFA, at branch level. In 2006 I was co-erced onto the Board of the IFA, taking on the role of Chair of the College of Insurance Advisers. Over the years I gradually completed the various IITC courses and Massey diploma, finishing in 1997, resulting in CFP. I became eligible at that time for the ChFC (Chartered Financial Consultant) designation, which I was granted in 1998. Following further study I eventually attained CLU status also in early 2005. I am a firm believer that by co-operating with other organisations in our industry we can create a true profession of financial advisers, which must result in better advice and service to New Zealanders, and respect for the practitioners in the industry. At a personal level, I am married to Judith and have been for a very long time. I am an Australian, but could be more accurately described as an Australian Cantabrian. Judith is just 100% red and black. Before moving to NZ (back home in Judith's case) we were both reasonably well travelled as I was in the Australian Navy, the last three years was in Submarines, (which is a poor way to travel) and Judith was in the New Zealand Navy. When spare time suddenly presents itself these days I try to spend it on developing a large-ish garden, playing golf, and drinking and eating with friends. Having sold my interest in our business in late 2007, I have taken on the role of Senior Business Development Manager with Fidelity Life, based in Christchurch.
		Ross Butler Independent Director Merlot Limited PO Box 10037 The Woods, Nelson Mobile (021) 359 899 Email ross@merlotconsulting.co.nz
	Ross is the immediate past Interim Chief Executive of the Institute of Financial Advisers in New Zealand, having been previously elected the first independent director of the organisation. Ross is a professional company director with many commercial and community interests. - Mortgagelink (NZ) Limited, Chairman - Wilkinson Insurance Brokers Limited, Chairman - Geological and Nuclear Sciences, Director - Nelson Marlborough Institute of Technology, Ministerial Appointee - Swimming New Zealand, Independent Director - Nelson School of Music, Deputy Chair - Triplejump Limited, Director - Youth Hostels Association of New Zealand, Chairman. Ross is a New Zealander, but has spent most of his working life as an executive or director of financial service companies in Australia, with a brief posting in USA and Asia. His interests include rugby and wine collecting.
		Phillip Meyer Independent Director
	Phillip Meyer is an experienced company director and investment banker. He is Chairman of Australian Financial Services Group, New Zealand Institute of Management Central Inc, Deputy Chairman of the Wellington Zoo Trust, a Director of Southern Cross Healthcare Group, Kordia Group Limited, Enterprise New Zealand Trust, the Wellington Orchestra Foundation, a member of the Disciplinary Tribunal of the Institute of Chartered Accountants of NZ, NZX Discipline, the National Council and Wellington Branch Committee of the Institute of Directors. He is also Crown Monitor of the Whanganui District Health Board. He has a number of other commercial business interests in Australia and New Zealand. He was a financial adviser in the Sydney Olympics 2000 bid and advised Australian State Governments on the growth of economic development arising out of the Olympics. Phillip Meyer is an Accredited Fellow of the Institute of Directors, Fellow of the Australian Institute of Management and the New Zealand Institute of Management. He was awarded the honour of being made a Legend of Tourism in recognition of his work for the Australian tourism industry over a number of years and in particular for his contribution to the Sydney Olympics.
Institute Management
		David Hutton Chief Executive Institute of Financial Advisers PO Box 5513 Wellington Phone (04) 499 8062 Fax (04) 499 8064 Mobile (0274) 462 656 Email: david@ifa.org.nz
	David Hutton has had a wide and varied career before joining IFA as its chief executive. Having begun his career as an auditor, David had almost 20 years in senior roles in businesses where managed investment funds, insurance, retail distribution, public sector policy and strategy linked to change processes were common themes. This included senior roles in Government Life (now Tower) and ACC, five years with the International Monetary Fund in Washington and eight and a half years as chief executive of Public Trust (NZ's largest business). After leaving Public Trust, David had five years in consulting roles, mainly in Pacific Islands countries on SOE strategy, financial management, project management planning, and governance. He has masters degrees in accounting and public policy as well as undergraduate majors in economics and public administration. He is a Fellow Chartered Accountant and has had experience in setting the entry educational requirements for NZ chartered accountants. David is also a board member of Trust House Limited and the Open Polytechnic of NZ. As the only non-musical member of his family he contributes his management and financial management skills as a volunteer board member of SOUNZ (the Centre of NZ Music Trust) and Wellington Chamber Music Society. David is married to Heather and has three adult sons. Recreational interests include attending concerts, tramping, cooking and wine.