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.

Chair

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

FSC Contact

Cecilia Storniolo

Senior Policy Manager

P: 02 8235 2533

E: cstorniolo@fsc.org.au

Members of the Advice Board Committee

Bill

Danaher

Q Invest Ltd

General Manager

Craig

Meller

AMP Financial Services Ltd

Managing Director

David

Carter

Suncorp Life & Superannuation Ltd

 

David

Lane

Count Financial Limited

Chief Executive Officer

Eric

Schimpf

Macquarie Bank Ltd

Head of Macquarie Private Wealth, BFS

Geoff

Lloyd

Perpetual Ltd

Group Executive Private Wealth and Head of Retail Distribution

Grahame

Evans

Professional Investment Services Group

Managing Director

Greg

Miller

MLC Financial Services

General Manager

John

Cowan

HWK Group

Head of Financial Services

Kevin

Stone

AMP Financial Services Ltd

General Manager - Operations

Mark

Spiers

BT Financial Group

General Manager - Advice

Marianne

Perkovic

Colonial First State Investments Ltd

General Manager - Advice

Michael

Carter

IOOF Holdings Ltd

 Head of IOOF Advice Division

Paul

Barrett

ANZ Wealth

General Manager - Advice & Distribution

Rick

Di Cristoforo

Matrix Planning Solutions

Managing Director

Simon

Harris

Guardian Advice

Executive Manager

Terry

Reid

State Super Financial Services Australia Limited

Acting Chief Executive Officer

Advice Board Committee - 2011 meeting dates

  • Monday 31 January 2011 @ 3pm to 4:30pm - FSC Boardroom, Lev 24, 44 Market St, Sydney
  • Monday 4 April 2011 @ 4pm to 5:30pm - FSC Boardroom, Lev 24, 44 Market St, Sydney
  • Monday 23 May 2011 @ 2:30pm to 4pm - FSC Boardroom, Lev 24, 44 Market St, Sydney
  • Monday 18 July 2011 @ 2:30pm to 4pm - FSC Boardroom, Lev 24, 44 Market St, Sydney
  • Monday 29 August 2011 @ 10am to 11:30am - FSC Boardroom, Lev 24, 44 Market St, Sydney
  • Monday 17 October 2011 @ 11am to 12pm - FSC Boardroom, Lev 24, 44 Market St, Sydney
  • Monday 7 November 2011 @ 3pm to 4:30pm - FSC Boardroom, Lev 24, 44 Market St, Sydney

Advice Board Committee - 2012 meeting dates

  • Tuesday 7 February 2012 @ 10am to 11:30am - FSC Boardroom, Lev 24, 44 Market St, Sydney
  • Thursday 15 March 2012 @ 3pm to 4:30pm - FSC Boardroom, Lev 24, 44 Market St, Sydney
  • Tuesday 15 May 2012 @ 10am to 11:30am - FSC Boardroom, Lev 24, 44 Market St, Sydney
  • Tuesday 17 July 2012 @ 10am to 11:30am - FSC Boardroom, Lev 24, 44 Market St, Sydney
  • Tuesday 11 September 2012 @ 10am to 11:30am - FSC Boardroom, Lev 24, 44 Market St, Sydney
  • Thursday 15 November 2012 @ 3pm to 4:30pm - FSC Boardroom, Lev 24, 44 Market St, Sydney