Mark was the Chief Executive Officer of the Financial Planning Association of Australia (FPA), the leading body for professional financial planners and the only certification body in Australia for the global CERTIFIED FINANCIAL PLANNER(r) designation, up until February 2016. Mark continues to serve as a director on the Board of the FPA.
Mark is a passionate CFP(r) professional, with a 40 year career in financial services. Appointed as CEO by the FPA Board in 2010, he spearheaded the campaign to raise the standing of Australia's professional financial planners and build consumer trust in the profession through lifting educational and professional standards. His drive and determination has seen the FPA achieve many milestones in this journey.
Prior to the FPA, Mark had already spent several years at the forefront of an evolving profession. He was involved in the creation of The NAB Academy and held the post of Dean of Advice after serving as Managing Director of Godfrey Pembroke from 2003 to 2008. In this role, Mark successfully facilitated more than 200 Godfrey Pembroke advisers to transition to a fee-for-service remuneration model.
Mark is a FCPA and Certified Financial Planner and is committed to excellence in advice and a lifelong commitment to education.
Mark is the founder and proprietor of the Intiger Group.
For the last twenty years Mark has worked globally in senior executive roles for the world’s most respected Tier 1 investment, retail and commercial banking and management consulting firms, including Barclays International Retail and Commercial Bank, Lloyds of London, HSBC Merchant and Capital Markets, GE Capital Bank Europe, Barclays Capital Investment Bank, Nationwide Bank UK, Navigant Consulting Europe, Cembra Money Bank Switzerland and Budapest Bank Hungary.
Specialising in large scale global change programs, offshore processing, cost reduction strategies and institutional restructuring, Mark has lived and worked in a variety of global locations including the US, UK, Switzerland, Nigeria, Spain, France, Portugal, Italy, France, Ecuador, Colombia, India, Philippines, Latvia, Romania, Poland and Hungary.
In 1999 Mark was Program Lead under Jack Welch at GE Capital Bank USA. At the time, Mr Welch made one of the first attempts by any Western commercial institution to transfer white good/administrative processes offshore.
As recent Head of Strategy and Change for the Royal Bank of Scotland SS&P, Mark oversaw its strategic positioning inclusive cost reduction and efficiency gains via captured Indian offshore processing platforms.
Patrick has over 30 years’ experience in financial services and is nationally recognised in the media and financial services for his leadership and innovation in financial planning. He is a Certified Financial Planner and holds a Masters of Applied Finance and Investment. He is also a Fellow of the Financial Services Institute of Western Australia and a Graduate member of the Australian Institute of Company Directors.
Patrick is a member of the Financial Planning Association and was recently presented with their Distinguished Service Award. Patrick is also a former director of the Financial Planning Association Ltd and past-President of the Western Australian Club Inc. Currently his directorships include being a director/trustee of the Future 2 Foundation Ltd and director of Pajoda Investments Pty Ltd trading as ipac Western Australia.
Mr. Walker is a businessman and entrepreneur with extensive experience in the management of public and private companies, corporate governance and the provision of corporate advice. In a management career spanning three decades, Mr. Walker has served as executive Chairman or Managing Director for public companies with operations in North America, South America, Africa, Eastern Europe, Australia and Asia. He is co-founder of technology incubator Alchemy Venture Capital and Chairman of boutique corporate advisor Cicero Advisory Services (Cicero).
For twenty five years Mr. Walker has served as Managing Director of his family livestock business, which was sold in part to Australia’s largest beef cattle producer the Australian Agricultural Company Limited (ASX: AAC) in 2006, described by AAC at the time as “the world’s largest and most credentialed full blood herd outside of Japan and is viewed as Australia’s premier Wagyu Business”. He remains active in the agricultural industry, with extensive family beef cattle interests in both New South Wales and Western Australia, is one of Western Australia’s leading grain producers and a known industry advocate for animal welfare.
Mr. Walker holds a Bachelor of Business from the University of Technology, Sydney, and is an Economic Development Ambassador for World Vision Australia.
Mr Cheema holds the position of Accountant and Company Secretary for Cicero Corporate Services Pty Ltd with over 10 years’ experience working with public and private companies in Australia and abroad. Roles and responsibilities conducted by Mr Cheema include completion and preparation of management and ASX financial reports, investor relations, initial public offer (IPO), mergers and acquisitions, management of capital raising activities and auditor liaison. Currently Mr Cheema is a Company Secretary for Corizon Limited (ASX: CIZ), Intiger Group Limited (ASX: IAM), Yojee Limited (ASX: YOJ), Sugar Dragon Limited, CFDT Pty Ltd and Technology Metals Australia Limited.
Mr Cheema has completed a Bachelor of Commerce majoring in Accounting at Curtin University and is a CPA member. Having completed the CPA Program, the core competencies and key areas of focus by Sonu include Financial Reporting, Taxation, Management Accounting and Ethics and Governance. His core strengths include the ability to communicate and complete regulatory reporting requirements, assist company board and management personnel with implementing strong business structures and controls, sound governance and compliance with reporting requirements.