FPSB’s Board of Directors is responsible for guiding FPSB’s administration of its public interest mission and vision; developing governing policies that address the broadest levels of all organizational decisions and situations; identifying needs and advocating on behalf of FPSB’s membership; and overseeing organizational performance and providing strategic guidance to FPSB’s CEO.

For candidates interested in serving on the board, see the FPSB Board Member Job Description and the FPSB Board Member Roles and Responsibilities.

 
 
 

FPSB Board of Directors:

  • Garry Muriwai, CFP, 2021-22 FPSB Board Chairperson

    Garry Muriwai, CFP, 2021-22 FPSB Board Chairperson

    Bahrain

    Garry Muriwai is a Bahrain-based consultant in financial services who previously served as the Director of the Bahrain Institute of Banking and Finance. As a Chartered Accountant, Muriwai has also served as the Chief Executive of the New Zealand Institute of Chartered Accountants, and was the founding chairman of the Global Accounting Alliance, a network of leading professional accountancy bodies that represent over 1,000,000 accountants globally. Prior to that position, he served as the Chairman of New Zealand’s Maori Television Service.

    Mr. Muriwai’s term on the FPSB Board of Directors ends 31 March 2023.

  • Ana Cláudia Akie Utumi, CFP, 2021-22 FPSB Board Chairperson-elect

    Ana Cláudia Akie Utumi, CFP, 2021-22 FPSB Board Chairperson-elect

    Brazil

    Ana Cláudia Akie Utumi, CFP, is the founding partner of Utumi Advogados in Brazil. In addition to heading up her own tax specialty legal practice, Utumi is Professor of Tax Law at the University FIPECAFI in São Paulo, a visiting professor at the University of Zurich and a member of the practice council of the NYU School of Law International Tax Program.

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    Utumi was a founding board member of Planejar, FPSB’s affiliate organization in Brazil; served as a member of both the organizing committee for the 71st International Fiscal Association Congress and the IFA Permanent Scientific Committee (2010-2017); and serves as the current chairperson of the Brazilian Branch of the Society of Trust and Estate Practitioners – STEP.

    Ms. Utumi’s term on the FPSB Board of Directors ends 31 March 2025.

  • Jeff Farrar, CFP

    Jeff Farrar, CFP

    United States

    Prior to co-founding Procyon Partners – an independent, employee-owned financial advisory firm based in Shelton, Connecticut, and New York City – in 2017, Jeff Farrar, CFP, worked at UBS, serving as a Senior Portfolio Manager, Wealth Advisor, Institutional Consultant and Senior Retirement Plan Consultant. Before UBS, he worked at Merrill Lynch as both an advisor and a resident director overseeing an office of advisors.

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    A decorated veteran, Farrar served for 20 years in the US Coast Guard, first on active duty, and later in the Coast Guard Reserves. Farrar was previously a member of the Board of Directors for CFP Board, FPSB’s US Affiliate, and a past President of the Financial Planning Association’s Fairfield County Chapter.

    Mr. Farrar’s term on the FPSB Board of Directors ends 31 March 2024.

  • Dr. Kaja Kroll

    Dr. Kaja Kroll

    Mexico

    Dr. Kaja Kroll, is the Head Wealth Management & Private Clients of HSBC Mexico, and has held leadership positions at BNP Paribas PF Mexico and DaimlerChrysler Financial Services. With experience in organizational development, business strategy, customer service and operations management, Kroll received a master coach designation from Spain’s International School of Coaching in 2009.

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    In addition to her doctorate, which she received from the University of Phoenix, Kroll holds an MBA degree from Tecnológico de Monterrey, Mexico and the Thunderbird School of Global Management, as well as a Bachelor’s degree in Business Administration from Berufsakademie Berlin in Germany.

    Dr. Kroll’s term on the FPSB Board of Directors ends 31 March 2024.

  • Noel Maye, MBA, CAE

    Noel Maye, MBA, CAE

    FPSB Chief Executive Officer

    Noel Maye is Chief Executive Officer of FPSB. Before joining the organization, Maye was Senior Vice President of Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States, where he oversaw the international, legal, consumer and public affairs, and communications departments, and served as corporate spokesperson. Prior to CFP Board, he was an associate with Ogilvy, Adams & Rinehart, a New York-based public relations firm, where he specialized in working with financial services clients.

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    Maye holds the Certified Association Executive (CAE) credential, completed the National Association of Corporate Directors’ director training program, and qualified as a lead auditor for certification bodies through the American National Standards Institute. Born and raised in Ireland, he holds an undergraduate degree in electronic engineering from Trinity College Dublin, an MBA in business administration from the University of Colorado and INSEAD’s Executive Certificate in Global Management.

    As CEO, Mr. Maye is a non-voting member of FPSB’s Board of Directors.

  • Darren McShane

    Darren McShane

    Australia

    Darren McShane, an experienced public policy professional from Australia, is a consultant who works with financial services regulators and industry participants on issues such as disclosure, pension system design, investment regulation, risk and compliance.

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    He has an extensive work history with the Australian Securities and Investments Commission (ASIC) and the Mandatory Provident Fund Schemes Authority (MPFA) in Hong Kong, as well as with the International Organization of Pension Supervisors (IOPs) based in France. He holds a Bachelor of Laws degree from the University of Queensland and a Master of Laws degree from the University of Sydney.

    Mr. McShane’s term on the FPSB Board of Directors ends on 31 March 2024.

  • Andrea Middel, CFP

    Andrea Middel, CFP

    The Netherlands

    After a banking career of 13 years in account management, marketing, financial planning and management, Andrea Middel started her own advisory practice in 2006, and currently has two partners. Lyncs financiële planning is mainly concerned with financial planning for entrepreneurs.

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    Middel is involved in process and project management for (pension fund) boards, for example as process supervisor of self-evaluations or as (technical) chairperson. She was chosen as financial planner of the year in 2011 during the PFP Forum.

    She served on the board of the FFP (Federation of Financial Planners) from 2012 to 2018 mainly responsible for the ‘professional competence’ file. In addition, she was appointed as Member of Merit of the FFP. In April 2017, she was appointed to the Professional Standards Committee which advises on the standards for the worldwide profession of financial planning.

    Ms. Middel’s term on the FPSB Board of Directors ends on 31 March 2023.

  • Adv. Sankie Morata, CFP

    Adv. Sankie Morata, CFP

    South Africa

    Adv. Sankie Morata, CFP, is the chief executive officer of Sanlam Fiduciary Services in Cape Town, South Africa. He has held leadership positions at Nedbank and BOE Fiduciary Services, where among others he specialized in estate planning, compliance, risk management, public policy, legislation and regulation, client relationships, and audit management.

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    Morata served as chairperson of the board of directors of the Financial Planning Institute (FPI) of Southern Africa from 2014 to 2017, and as chairperson of FPSB’s Launching and Developing Markets Forum from 2014 to 2016. A Certified Financial Planner professional, Morata also holds Bachelor of Laws and Master of Laws degrees from the University of the Free State, a post-graduate diploma in financial planning from Stellenbosch University, a post-graduate diploma in compliance management from the University of Johannesburg, a certificate from the University of the Witwatersrand in managing business turnaround and corporate renewal, and Advanced Leadership in Design Thinking from the University of Cape Town.

    Adv. Morata’s term on the FPSB Board of Directors ends 31 March 2024.

  • Adam Samuel

    Adam Samuel

    United Kingdom

    Adam Samuel is a London-based lawyer, arbitrator and financial services compliance consultant who advises businesses, law firms and regulators on financial services regulation and practice. Over the course of his career, Mr. Samuel has served as an independent panelist/advisor on disciplinary cases and a member of the Ethics Committee for the Institute of Financial Planning (which merged into FPSB’s current UK Affiliate, the Chartered Institute for Securities & Investment); a member of the Practice and Standards Committee and Arbitration Sub-Committee of the Chartered Institute of Arbitrators; and an ad hoc member of the Exam Committee for the UK-based Chartered Insurance Institute.

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    Prior to starting his business, Adam Samuel Training and Consultancy, in 1996, Samuel’s positions included Personal Investment Authority Second Ombudsman and Staff Lawyer at the Swiss Institute of Comparative Law, where he was responsible for the English-speaking world. Samuel is a dual member of the New York Bar and the Bar of England and Wales, and a visiting lecturer on international arbitration at the University of Westminster in the UK.

    Mr. Samuel’s term on the FPSB Board of Directors ends 31 March 2024.