Ethics for tax (financial) advisers


When: Wednesday 18th September 2019

What Time: 11.00am - 12.00pm AEST

Where: Online - join via your computer!

Cost: Complimentary


About the Webinar

Presented by TPB Board member Julie Berry and FASEA Chief Executive Officer Stephen Glenfield, this webinar will explore how the Codes will work together, and your obligations and responsibilities.

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Your Presenter

Julie Berry

Julie Berry is a registered tax (financial) adviser and a certified financial planner having practised for more than 29 years. She is the chair of Firm for 360 Financial Advantage and a member of Countplus. Julie is also the chair of the NSW Mid North Coast Chapter of the Financial Planning Association of Australia (FPA) and is a graduate of the Australian Institute of Company Directors. Previously she served as both the chair and board member of the FPA and as the chair and board member of the Institute of Financial Advisers in New Zealand. She is also a life member of the FPA and a recipient of the FPA Distinguished Service Award. Julie was appointed to the Board in December 2015 and reappointed in July 2017.


Stephen Glenfield, Chief Executive Officer, BEc, CA

Stephen Glenfield is the Chief Executive Officer of FASEA. Stephen has worked in financial services regulation for over three decades, most recently as a general manager within the Australian Prudential Regulation Authority (APRA). As well as his managerial responsibilities, Stephen was Chair of the APRA’s Superannuation Industry Group. He has also worked with the International Organisation of Pension Supervisors, the Victorian Financial Institutions Commission and KPMG.

Stephen holds a Bachelor of Economics from Monash University and is a member of the Chartered Accountants Australia and New Zealand.