Institute of Financial Advisers Board and ManagementInstitute of Financial Advisers Board and Management

Nigel has operated his Financial Planning Practice in Hamilton since 1988 covering all of the core areas of Financial Planning having entered the profession via a career as a professional Insurance adviser with NMLA, he is passionate about the full range of services provided by advisers in their areas of speciality and has had many years supporting other practitioners via his involvement with:
*LUA Waikato Branch Committee (1989-1992)
*AXA Adviser Association Board Member (1998-2004)
*IFA
     o Waikato Branch Chair (2005-2007)
     o Waikato Branch Treasurer (2007-Present)
     o Board Member (2006-2008) and 2009-Present
     o Certification Committee Member (2006-2010)
     o Chaired review of IFA Code of Ethics and Practice Standards (2006)
     o Chaired Organising Committee Success Forum Rotorua (2007)
     o Education Pathways Review Working Group (2008)
     o Financial Planning SIG Member (2008-Present)
     o Chaired Professional Development Committee (2009-2010)

* FPSB (Denver)
     o Global Ethics and Practice Standards Working Group (2007-2008)
     o Global Portfolio of Evidence of Experience Working Group (2010)

* University of Waikato
     o Lecturer in Post Graduate Diploma Personal Financial Planning (2010)

As you will see from the above, Nigel is committed to assisting to raise the educational levels and Practice Standards of our Profession and would like to see the IFA taking a lead role in this to assist the regulators to get it as close to right first time as we can.  He was recently recognised by being nominated for and awarded 'Financial Alert Person of the year 2008'.

Nigel lives just out of Hamilton with his partner Michelle who teaches, and their 7 yr old daughters, Sophie and Jessica, with his other daughters Hannah (25) and Michaela (21) living their lives relatively independently.
Nigel enjoys most ball sports having refereed Basketball for over 15 years through NBL to International level and now follows and supports all teams from NZ and the Waikato in particular in most sporting codes, along with any other team playing Australia since several siblings have muddied the waters by immigrating to the 'Western Isle' in search of the good life. Occasionally he gets to hit a little white ball around a golf course badly but with lots of enjoyment to break up the frustration.  He is a lover of most music and holds an eclectic mix from Classical to Rock with a lot in between, it seems a common thread that most of the Board are purveyors of fine wine and Nigel is no exception.

Tony Vidler CFP^CM CLU

Board Chair

Strictly Business Ltd
PO Box 10078
Auckland 1446

Mobile (021) 221 9001
Email tony@strictlybiz.co.nz

Tony has been working in the financial services industry in both advisory and management capacities since June 1990, starting out as an old-fashioned tied agent with Norwich Union Life Insurance Society.  After a few years as an agent, he moved into sales management with Norwich and left to form an independent brokerage business in partnership in 1997.  Tony was both an adviser and the Managing Director of that business, and sold his share of it in December 2007 to his business partner.

Then he was employed by Fidelity Life in a number of successive roles, finishing his role of General Manager Investments in late June 2011.

From the early days Tony was actively involved in the LUA, the FPIA and then IIAA as it became, including holding branch committee positions.  He has always been committed to professional development and completed his industry qualifications during the 1990s, meaning he completed the CFP^CM and CLU programmes last century.

Within the IFA Tony has been a director for nearly 6 years, and has chaired the Professional Development Committee, the College of Insurance Advisers, and the Membership Committee.  He is currently a member of the Certification Committee, and has been heavily involved from the beginning with unfolding regulation, the formation of FAANZ and professional indemnity issues.

He remains remarkably passionate about creating an advisory profession within the financial services industry, and continues to work on the evolution of adviser qualifications and designations, professional organisations structure and future, professional indemnity insurance, impending regulation and adviser standards, and remains at the forefront of "best practice" and "advice" issues in the wider industry. As a regular presenter and speaker on topical industry issues, mentor and coach to adviser businesses, an innovative thinker, he is fuelled by a love of wine, food, friends, laugher and new experiences and new thinking.

• 11 years of professional trusteeship employment
• 4 years Fixed Interest Manager, Forsyth Barr Ltd, Shareborkers
• 7 years as a Comprehensive Financial Planner with Investment Portfolio Design Ltd (IPD) until 1996.
• 15 years as a Comprehensive Financial Planner with NZ Financial Planning Company Limited (since the merger with IPD back in 1996)

IFA Board member (3rd year) past Chair and current member of the IFA Otago Branch, J R McKenzie Trust Board Member (since November 2005), JAYAR Trust Board Member (since 2006), Chair of the Sophie Elliott Foundation and an active Rotarian since 1990 (Paul Harris recipient).

Married to Miranda and we have 2 children Samantha (22) living in Melbourne and Henry (18) at Massey University in Wellington. Our residential home in Dunedin is a lifestyle property which we broke in 18 years ago, situated 10 minutes' drive from Dunedin's CBD.

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

Liz Koh CFP^CM

Moneymax
PO Box 598
Paraparaumu

Phone  (04)2972294
Mobile  (021)313339
Email liz.koh@moneymax.co.nz 

Liz established her financial planning company - Moneymax - in 1999, after a successful career in management, including seven years as General Manager with a Crown Research Institute. Liz is a Certified Financial Planner, a Chartered Accountant and an Accredited Director (Provisional). She holds an MSocSc in Economics from the University of Waikato, a BCA in Accountancy from Victoria University, and a Graduate Diploma in Business Studies (Personal Financial Planning) from Massey University. A keen property investor, she belongs to the Capital Property Investors’ Association. She is a volunteer mentor with Business Mentors New Zealand, a member of Kapiti Rotary Club, a member of the Wellington Panel of the J. R. McKenzie Trust and a Trustee of the Kapiti Community Recreational Turf Trust. Liz is a former Deputy Chair of the Institute of Directors Wellington Branch and a former Chair of the Institute of Chartered Accountants (Wellington Branch) Financial Services Special Interest Group.

Liz is passionate about ensuring that New Zealanders have access to good financial advice. She contributes articles to a variety of newspapers, magazines and websites, and has published a best selling book - Your Money Personality - Unlock the Secret to a Rich and Happy Life, Awa Press, 2008.
Liz has three adult daughters and in her leisure time is a keen gardener and classical pianist.

Julie Berry CFP^CM FFPA

Independent Director

Email jberry@berryfs.com.au

Julie Berry is the former Chair of the Financial Planning Association, having completed a three year term in November last year. Julie had been an elected Board director since 2003.

Julie has been a financial planner for over 21 years. She is currently the Managing Director of Berry Financial Services Pty Ltd in Port Macquarie, on the New South Wales mid north coast and an Authorised Representative of Clearview Financial Advice.

Julie is a Certified Financial Planning^CM Professional.

In her professional life, Julie's success is built on long term relationships with her clients and providing them with quality advice and personal service.

Julie's commitment to the FPA is a long-standing one. She was Chair of the Mid North Coast Chapter for eight years, and the recipient of a Distinguished Service Award in 2000. Julie was awarded life membership in 2010.

Julie has also been a national judge for the Value of Advice Awards since inception.

 Jeremy is a Chartered Accountant and Managing Director of Bendall Advisory, a niche consulting practice which provides facilitation, strategic selling, risk governance and management, performance measurement & reporting and governance reform services.

He has completed assignments across a variety of sectors in New Zealand, Australia, South America, South Africa, Asia and the Pacific. He was a partner in Effective Governance NZ for the past three years and prior to that a partner with KPMG, leading their Board Advisory and Internal Audit service in New Zealand and Enterprise Risk Management (ERM) services team for Asia Pacific.

Jeremy has been a director of Tennis NZ for the past 8 years and deputy chairman since 2009. He chairs the Audit & Finance Committee and was a member of the Maiden Committee which successfully formulated a new structure for tennis in New Zealand. Jeremy was also appointed (by the Minister for Sport) as a special panel member to support SPARC in developing sport and business partnership models. He is a past director of Business Mentors NZ, which supports the SME sector, and in 2010 was appointed as Mentor on the NZ Olympic Committee (NZOC) Women Governors Mentor programme.

He has been extensively involved in community projects. Jeremy acted as Chairman of the Christchurch Youth Centre Trust for several years and continues to work with Not for Profit organisations to improve their governance and performance, with a particular focus on models of collaboration. Jeremy is a guest lecturer on Not for Profit governance and leadership at the University of Auckland Business School.

Jeremy heralds from Christchurch, worked in Wellington for 8 years and moved to Auckland in 2001. He has a strong community spirit and passion for enabling business success, innovation, change leadership, youth support music and sport.

Peter Lee has been Chief Executive of the IFA since July 2010.
 
Peter is a post-graduate-qualified marketing professional with experience in credit management, retirement planning, insurance broking, funds management and insurance. He was National Marketing Manager at Fidelity Life Assurance for over 7 years prior to joining the Institute, with responsibilities and experience including overall corporate marketing and branding of Fidelity Life, research,  product management and promotion, and  including membership of Fidelity's Investment Management Committee. During that time he advised many advisory firms on strategy and marketing.
 
Peter's involvement in financial services stretches back to 1979 and a holiday job in the credit office of Farmers Trading Co. Since then he has been involved in credit management, worked for an insurance and retirement planning brokerage, been client manager for respected research firm IPAC Securities (now Fundsource) and was marketing manager for Guardian Trust Funds Management. He also ran a successful consultancy with major corporate clients including  ASB, ANZ, Guardian Trust, ING and Tower. His involvement with many of today's largest advisory firms dates back to the early 1990s.
 
In his private life Peter is chairperson of the Supporters of Tiritiri Matangi, a large conservation organisation which co-manages the world-renowned Tiritiri Matangi island sanctuary near Auckland.