FPSB Board of Directors:
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Ana Cláudia Akie Utumi, CFP, 2023-25 FPSB Board Chairperson
BrazilAna Cláudia Akie Utumi, CFP, is the founding partner of Utumi Advogados in Brazil and has more than 30 years of experience in tax. In addition to heading up her own tax specialty legal practice, Utumi is Professor of Tax Law at the University IBDT in São Paulo and guest lecturer at the University of Zurich.
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 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.
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Andrea Middel, CFP, 2023-25 FPSB Board Chairperson-elect
The NetherlandsAfter 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.
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 2026.
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Caroline Dabu
CanadaCaroline Dabu, Head of Wealth Distribution and Advisory Services at BMO Private Wealth in Canada, currently serves as chair of the FP Canada Foundation and was a former board member of the Financial Planning Standards Council from 2015-2018, now known as FP Canada.
She holds a Bachelor of Journalism degree from Carleton University.
Dabu’s term on the FPSB Board of Directors ends 31 March 2026.
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Jeff Farrar, CFP
United StatesPrior 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.
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.
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Dr. Kaja Kroll
MexicoDr. 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.
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 2025.
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Darren McShane
AustraliaDarren 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.
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 2027.
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Brett Millard, CFP
CanadaBrett Millard, CFP, CIM, Regional Director of IG Wealth Management in Canada, is former director and chairperson of FP Canada’s Board from 2014 – 2021 and was a member of the FPSB Council from 2018-2020.
He holds a business degree from Thompson Rivers University.
Millard’s term on the FPSB Board of Directors ends 31 March 2026.
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Adv. Sankie Morata, CFP
South AfricaAdv. 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.
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.
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Dante De Gori, CFP
Chief Executive OfficerDante De Gori, CFP, is the Chief Executive Officer of the Financial Planning Standards Board Ltd. (FPSB).
Prior to this, De Gori served as Chief Executive Officer of the Financial Planning Association of Australia (FPA) – the financial planning professional body in Australia and sixth largest Affiliate within the FPSB Network. For six years, he led teams focused on standards, certification, education, events, advocacy and consumer awareness, and made exceptional contributions to the Australian financial planning profession through a period of tremendous reform to help raise education and professional standards.
A proud CFP professional, De Gori is passionate about advancing the profession of financial planning and supporting CFP professionals around the globe. He has served on several FPSB committees and working groups, including as chair of the Council and chair of the Chief Executives Committee (CEC) from 2018 to 2021. In early 2022, De Gori joined FPSB as Head of Stakeholder Engagement.
De Gori has more than 20 years of experience in the financial planning profession. He’s worked in various senior roles within financial planning and compliance at ClearView Financial Management, Zurich Financial Services, Asteron Life and Suncorp Bank. He also spent six years as General Manager, Policy and Government Relations at FPA Australia before being named CEO. De Gori also served as Director of the Future2Foundation, the charity foundation of the financial planning profession in Australia, from 2016 to 2021.
De Gori was recently awarded the Association Influencer of the Year 2022 by the Australasian Society of Association Executives (AuSAE). He holds a Bachelor of Commerce (finance and marketing), a graduate certificate in politics and policy, a diploma in financial planning, has completed the Australian Institute of Company Directors Course (2021), and is currently completing a Master of Laws at the Australian National University.
De Gori is a proud husband and father who dedicates his life to the four F’s: family, food, football and financial planning.
As CEO, De Gori is a non-voting member of FPSB’s Board of Directors.
Contact Dante at ddegori@fpsb.org.