Governance

Future2 is governed by a board of trustees comprising:

Future2 Trustee	Employment	Location
Peter Bobbin	Argyle Lawyers Pty Ltd	Sydney
Ray Griffin	AdviserVoice	Tamworth
David Haintz	Shadforth Financial Group	Melbourne
Steven Helmich	AMP Financial Services	Sydney
Michael Neary	Telstra Enterprise & Government	Sydney
Rob Pedersen	Matrix Planning Solutions	Sydney
Matthew Rowe	Hood Sweeney Pty Ltd	Adelaide

Peter Bobbin B Comm, LLB, MTax (DB) - Principal

Peter Bobbin is a Principal solicitor of Argyle Lawyers Pty Ltd. Peter specialises in the financial services industry as well as federal and state taxation law, company, estate and superannuation law. He was formerly a taxation accountant with Coopers & Lybrand (Australia and UK) and Peat Marwick Mitchell (Sydney) and is a former lecturer in the LLM (Taxation) Degree at the University of Western Sydney, as well as being a regular guest lecturer at a wide range of universities, institutes and associations.

An author and speaker on estate planning, superannuation and taxation, his work has been published by Asset, Australian Financial Review BRW, Money Management, SMH, The Australian and The Securities Institute of Australia.

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Raymond Griffin MBA (Executive) Dip FP GAICD CFP®

Ray Griffin is the Chairman of AdviserVoice Pty Limited an online information and financial services education provider. For many years he was a Certified Financial Planner at his Tamworth based business before selling to Capricorn Investment Partners Ltd in 2009. He is a Non-Executive Director of 'Capricorn'. He is a past Chairman of the Financial Planning Association of Australia and a winner of Money Management magazine’s Australian Financial Planner of the Year Award. In 2003 he served as Chairman of the International Council of Certified Financial Planners, a 20 member country organisation based in the United States and led the international push to establish the global professional body, the Financial Planning Standards Board (FPSB).

Ray is a well known writer and commentator in professional, local and national media, and has spoken at professional forums around the world. Ray holds an Executive MBA from the University of Technology, Sydney along with the Diploma of Financial Planning and is a graduate of the Australian Institute of Company Directors.

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David Haintz CFP FFPA BEd DipFP FAICD

A Principal and Private Client Adviser with Shadforth Financial Group, David is one of Australia's more prominent and experienced advisers. He holds the internationally recognised Certified Financial Planner™ designation, which is the highest qualification within the financial planning industry, and is an immediate past director of the Financial Planning Association of Australia (FPA). He was the sixth adviser in Australia to be awarded a Fellow of the FPA. He has served on the FPA Disciplinary Committee for 7 years, the FPA Professional Standards and Ethics Committee since 2004 (now Professionalism Committee), and was a National Judge at the FPA’s inaugural Value of Advice Awards in 2006.

David is a founding trustee of the Future2 Foundation (the Foundation for the Financial Planning Profession), and lectured at the Securities Institute of Australia (now FINSIA) for 6 years. He remains the only adviser in Australia to be awarded the two prominent awards in Australian financial planning - Australian Financial Planner of the Year (2005), and Australian Best Practice of the Year (2004).

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Steven Helmich

Steve Helmich is Director - Financial Planning, Advice & Services at AMP Financial Services. He has worked in the financial services industry for over 35 years, gaining experience in investments, customer service and distribution. In his current role Steve oversees the operation of AMP’s financial planning businesses and the support functions of FPAS Operations and the AMP Horizons Financial Planning Academy.

Steve was the Chairman of the Financial Planning Association (FPA) from August 2002 to November 2004. In November 2007 the FPA Board awarded him ‘Life Membership’, recognising his significant contribution and ongoing active role in the industry. He was appointed a Future2 trustee and Chair in September 2009.

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Michael Neary

Michael Neary was appointed Future2’s first independent director in August 2007 following an extensive search and interview process. He is currently Industry Director Financial Services at Telstra Enterprise & Government. Dr Neary holds a Doctorate In Business Administration and has worked in market development and strategic roles in the financial services industry.

Dr Neary was a director of Habitat for Humanity Australia, an international housing not-for-profit, and was a judge of the 2006 Prime Minister’s Award for Community Business Partnerships.

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Rob Pedersen CFP

Rob is a Certified Financial Planner professional with over 25 years experience in the financial services industry. He is one of the original founders of Matrix Planning Solutions Limited and sits on its board. Rob holds a Australian Insurance Institute diploma and several life insurance qualifications. He is a Board Member of the Financial Planning Association (FPA) and in that capacity was appointed a trustee of Future2 in 2009, taking up his appointment at the November board meeting.

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Matthew Rowe

Matthew Rowe is the Group Managing Director of Hood Sweeney. He has worked in the financial planning industry for over 15 years, providing professional advice in the areas of portfolio management, financial planning strategies, superannuation and advice for trustees of self managed superannuation funds. In his current role, Matthew is responsible for driving and implementing Hood Sweeney’s strategic plan, along with the day to day operations and performance of the business. Matthew is also the Chairman of the Financial Planning Association and is heavily involved in two charities in South Australia. Matthew was appointed a Future2 trustees in February 2011.

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Committees

Specialist committees have been established to provide guidance, expertise and operational capability in the following areas:

Investment (Chair: David Haintz)
Audit (Chair: David Haintz)
Grants and Projects (Chair: Corinna Dieters)
Marketing (Chair: Michael Neary)

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