New president for Institute of Financial Advisers
The Institute of Financial Advisers (IFA) has announced the appointment of Nigel Tate as president from July 1, replacing Lyn McMorran who is stepping down after two years in the job.IFA chairman Phillip Meyer said Mr Tate is a highly regarded adviser bas
Niko Kloeten
Fri, 14 May 2010
The Institute of Financial Advisers (IFA) has announced the appointment of Nigel Tate as president from July 1, replacing Lyn McMorran who is stepping down after two years in the job.
IFA chairman Phillip Meyer said Mr Tate is a highly regarded adviser based in Hamilton with extensive experience in all core aspects of financial planning.
He served as Waikato IFA branch chairman from 2005 to 2007, chaired a review of the IFA Code of Ethics and Practice Standards in 2006, and was an IFA board member from 2006 to 2008.
His vacant position has been filled by Liz Koh, who has been appointed as a new director to the board.
She is a chartered accountant and a certified financial planner who has published a book Your Money Personality; Unlock the Secret to a Rich and Happy Life.
During the IFA elections, board directors Jordi Garcia and Neville Caird were re-elected for a second term.
Mr Meyer, has also been appointed independent director of IFA, paid tribute to Ms McMorran for leading the institute during the biggest overhaul of New Zealand financial regulation in history.
“Without question, the financial services industry has undertaken one of its biggest transitions and Lyn has been at the forefront of this change, representing the IFA and its members with unequivocal commitment and dedication.”
Niko Kloeten
Fri, 14 May 2010
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