FPSB Board of Directors:
Gerhardt Meyer, CFP, 2019-20 FPSB Board ChairpersonSouth Africa
Gerhardt Meyer, CFP, is the Head of Governance for the Wealth division of Old Mutual South Africa. He is responsible for a national team of legal advisors, based across South Africa, providing legal support across both the “back office” and “client-facing” parts of the business. He has been a member of various South African and international industry bodies and committees and is a past Chairperson of the Financial Planning Institute (FPI) of Southern Africa.
He also previously held the positions of National President of the Pension Lawyers Association of South Africa, Vice-Chairperson of the FPI and Chairperson of the FPI’s Tax Committee. Mr. Meyer also chaired FPSB’s Regulations Advisory Panel to the Financial Planning Standards Board (FPSB) and has been elected to join the Board of Directors of FPSB with effect 1 April 2016. Mr. Meyer has a BCom degree and a LLB degree from Stellenbosch University, is a Certified Financial Planner professional and an Advocate of the High Court of South Africa. His term on the FPSB Board of Directors ends 31 March 2021.
Garry Muriwai, 2019-20 FPSB Board Chairperson-electBahrain
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, Mr. 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.
Barry Horner, CFPUnited Kingdom
Barry Horner, CFP, is chairperson of FPSB’s Board of Directors and is the chief executive for Paradigm Norton. Mr. Horner, together with the 46-strong Paradigm team has built one of the foremost respected and multi award winning U.K. financial planning practices.
Mr. Horner is a regular contributor to the financial press. In 2008 he served as president of the Institute of Financial Planning. Mr. Horner is included in the top 20 of ‘The Most Influential Financial Advisers in the UK’. His term on the FPSB Board of Directors ends 31 March 2020.
Nancy A. Kistner, CFPUnited States
Nancy A. Kistner, CFP is a Managing Director and a Wealth Strategy Executive at U.S. Trust, Bank of America Private Wealth Management. In this role, she is responsible for managing a team of wealth strategists for the Northeast region. The team offers high net worth clients cash flow and lifestyle planning, trust, gift and estate tax planning, charitable giving strategies, retirement planning, risk management, business succession, concentrated stock management, asset location and asset preservation strategies.
She provides personalized strategies by leveraging U.S. Trust’s broad range of investment management services and Bank of America affiliates. Nancy focuses on helping lead U.S. Trust’s women and wealth focus, serving high net worth women experiencing life transitions and those in need of legacy planning as well as eldercare planning.
Prior to joining Bank of America, she served as head of financial planning at the Citi Private Bank where she managed a team of financial planning professionals and delivered complex financial, trust and estate planning advice to high net worth individuals and families. Previously, she also served as Head of Financial Planning Training at MetLife Financial Services.
Nancy earned her B.A. degree in Economics from the University of California, Los Angeles (UCLA). She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. She serves on the Board of Directors of the Financial Planning Standards Board Ltd. (FPSB) which establishes, upholds and promotes worldwide professional standards for financial planning to foster public confidence in the financial planning profession. Her term on the FPSB Board of Directos ends 31 March 2021.
She also served on the Board of Directors of the Certified Financial Planner Board of Standards, Inc. in the United States and was the Chair of the Board in 2013. She is the Founder and Chair of the CFP® Board’s Women’s Initiative, the WIN Advisory Council.
Nancy does not provide tax advice in her role at U.S. Trust.
Noel Maye, MBA, CAEFPSB Chief Executive Officer
Noel Maye is the 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.
Maye holds the Certified Association Executive 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.
Andrea Middel, CFPThe 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.
Ms. 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.
Her term on the FPSB Board of Directors ends on 31 March 2023.
Kimmis Pun, CFPSingapore
Kimmis Pun, CFP, has extensive management experience in corporate finance and syndication as well as global investment. Equipped with professional investment and financial planning qualifications from the U.K., U.S., Switzerland and Singapore, she is the Managing Director and Head of Private Banking for VP Bank.
With a passion to contribute and share, Ms. Pun speaks and gives lectures at universities, academies, public and private seminars. Furthermore, she is frequently portrayed in financial magazines and newspapers in the region. Her term on the FPSB Board of Directors ends on 31 March 2021.
Malcolm Rodgers, who retired from the Australian Securities and Investments Commission in 2009, served in a variety of capacities as a regulator, including executive director, executive director/strategy, and director of policy and markets. During his tenure, Mr. Rodgers was involved in issues that helped to shape the landscape for financial advice in Australia, including competency standards and disclosure.
In recent years, Mr. Rodgers has served as a consultant to the International Monetary Fund, assessing financial sector compliance with principles established by the International Organization of Securities Commissions (IOSCO). His term on the FPSB Board of Directors ends 31 March 2020.
Ana Cláudia Akie Utumi, CFPBrazil
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.
She was a founding board member of Planejar, FPSB’s member organization in Brazil; served as a member of the organizing committee for the 71st International Fiscal Association Congress and as member of 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 2022.