Global Financial Planning Organisation Appoints Gerhardt Meyer as Chairperson-Elect
02 February 2018: Johannesburg
– Gerhardt Meyer, CFP®
, Head of Governance for the Wealth Division of Old Mutual South Africa has been appointed chairperson-elect of Financial Planning Standards Board (FPSB) effective, April 2018. Meyer will then serve another year as Chairperson to FPSB’s Board of Directors in 2019.
Commenting on his appointment Meyer said, “It has been a great privilege to serve on FPSB’s board for the past two years and I am very grateful for the opportunity to be elected to play a leadership role in the board over the next two years. The financial planning profession is developing globally at a rapid pace and it is a fantastic time to be closely involved in these developments. I look forward to continuing my engagement with FPSB and its global community.”
Together with FPSB’s Board of Directors, Meyer will be responsible for guiding the organisation’s administration of its public interest mission and vision; developing governing policies that address the broadest levels of all organisational decisions and situations; identifying needs and advocating on behalf of FPSB’s membership; and overseeing organisational performance and providing strategic guidance to FPSB’s CEO.
Said Noel Maye, FPSB CEO “Gerhardt has been active in FPSB activities for many years, including as an FPSB Council delegate, chairperson of FPSB’s Regulations Advisory Panel, and as a member of our Board of Directors.”
“His in-depth experience, both with FPSB and FPI, will greatly benefit the global financial planning community,” concluded Maye.
Meyer has been a member of various committees and has previously held position of chairperson of the Pension Lawyers Association and of the Financial Planning Institute (FPI). He is currently a director at Financial Planning Standards Board (FPSB) and chairperson of its Regulatory Advisory Panel as well as its Audit Committee.
Responding to Meyer’s appointment, Godfrey Nti, FPI CEO said “I would like to congratulate Gerhardt on his appointment as FPSB’s chairperson-elect. The valuable contribution he made while serving on the various FPSB and local committees and structures, including previously chairing the Board of FPI, together with his extensive financial planning knowledge and deep experience engaging with policymakers and regulators, will hold him in good stead in his new role.
The Financial Planning Institute (FPI)
Tsholofelo Dihutso CPRP
Communications and PR Manager
About Gerhardt Meyer, CFP®,
Gerhardt Meyer, CFP®
, is head of governance for Old Mutual Wealth in South Africa. He started his financial services career at Old Mutual in 1998. In 2002, Meyer joined Acsis and held many roles at Acsis, including managing governance, business development, product development and strategy. He also served on some Acsis subsidiary boards and was chairperson of the retirement funds. Meyer returned to Old Mutual in 2013.
Meyer has been a member of various committees and has previously held position of chairperson of the Pension Lawyers Association and of the Financial Planning Institute (FPI). He is currently a director at Financial Planning Standards Board (FPSB) and chairperson of its Regulatory Advisory Panel as well as its Audit Committee. Meyer holds BCom (Law), LLB, and is a CFP®
About the Financial Planning Institute of Southern Africa
The Financial Planning Institute of Southern Africa (FPI), a South African Qualifications Authority (SAQA) recognised professional body for financial planners, which serves the public by ensuring that people who carry the CFP®
designation are qualified, experienced and professional. FPI has recently been approved by the South Africa Revenue Services (SARS) as a Recognised Controlling Body (RCB).
The Institute is also recognised internationally and is a founding, and a current affiliate member, of the international Financial Planning Standards Board Ltd (FPSB)
based in the USA, along with 25 other affiliate member countries who offer CFP®
certification, the highest recognised professional designation worldwide for a financial planning professional.
In 2012, FPI was highly commended by FPSB and awarded Tier 1 Affiliate Status for receiving 96% in the global assessment. This is the highest achievement any affiliate has ever received. For more, visit www.fpi.co.za
or follow @FPISANews.