About Us

Advice Board Committee

Mandate

This Committee has responsibility for the development of the Financial Services Council's strategies and policies in relation to financial advice and Financial Advisory Networks (FANs).

The Committee’s objectives are to:

  • enhance the operation of the financial services regulatory regime to ensure that FANs are able to provide affordable quality advice;
  • demonstrate the value of advice and FANs;
  • promote sound quality assurance and governance practices in the financial advice industry; and
  • maintain and increase consumer confidence in FANs and financial advice.

The Committee also has oversight of the Financial Services Council's relationship with relevant regulators and government departments that have responsibility for financial advice and FANs, including: the Australian Securities and Investments Commission (ASIC) and the Department of Treasury.

Co-Chairs

FSC Deputy Chairman, Craig Meller, Managing Director, AMP Financial Services Ltd

FSC Director, Geoff Lloyd, CEO & MD, CEO Group, Perpetual Ltd

 

FSC Contact

Cecilia Storniolo

Senior Policy Manager (Advice)

P: 02 8235 2533

E: cstorniolo@fsc.org.au

Members of the Advice Board Committee

Craig

Meller

AMP Financial Services Ltd

Managing Director

David

Lane

Count Financial Limited

Chief Executive Officer

Eric

Schimpf

Macquarie Bank Ltd

Head of Macquarie Private Wealth, BFS

Geoff

Lloyd

Perpetual Ltd

CEO & MD, CEO Group

Greg

Miller

MLC Financial Services

General Manager

John

de Zwart

Professional Investment Services

Chief Executive Officer

John

Nantes

WHK Financial Planning

Head of Financial Services

Kevin

Stone

AMP Financial Services Ltd

Managing Director - Charter Financial Planning

Marianne

Perkovic

Commonwealth Bank Australia

Executive General Manager - Advice

Mark

Spiers

BT Financial Group

General Manager - Advice

Michael

Carter

IOOF Holdings Ltd

Head of IOOF Advice Division

Neil

Younger

ANZ Wealth

Head of Practice Based Financial Planning

Nick

Langton

Perpetual Investment Management Limited

General Manager, Private Clients, Perpetual Private

Rick

Di Cristoforo

Matrix Planning Solutions

Managing Director

Simon

Harris

Guardian Advice

Executive Manager

Stephen

Cullen

Q Super

Chief Officer Advice & Q Invest

Terry

Reid

State Super Financial Services Australia Limited

General Manager, Corporate Development

Advice Board Committee - 2013 meeting dates

  • Tuesday 19 February 2013 at 3.30pm to 5pm - FSC Boardroom, Lev 24, 44 Market St, Sydney
  • Monday 8 April 2013 at 10.30am to 12noon - FSC Boardroom Lev 24, 44 Market St, Sydney
  • Thursday 16 May 2013 at 9.30am to 11am - FSC Boardroom, Level 24, 44 Market St, Sydney
  • Tuesday 16 July 2013 at 9.30am to 11am - FSC Boardroom, Level 24, 44 market Street, Sydney
  • Wednesday 4 September 2013 at 9.30am to 11am - FSC Boardroom, Lev 24, 44 Market St, Sydney
  • Thursday 7 November 2013 at 9.30am to 11am - FSC Boardroom, Lev 24, 44 Market St, Sydney

 

 

 

 

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