The Institute of Financial Advisers (IFA) has announced the appointment of Nigel Tate as president from July 1, replacing Lyn McMorran who is stepping down after two years in the job. His vacant position has been filled by Kāpiti’s Liz Koh, who has been appointed as a new director to the board.
Mr Tate served as Waikato IFA branch chairman from 2005 to 2007, chaired a review of the IFA Code of Ethics and Practice Standards in 2006, and was an IFA board member from 2006 to 2008.
Ms Koh is a chartered accountant and a certified financial planner who has published a book Your Money Personality; Unlock the Secret to a Rich and Happy Life. She is also the finance columnist for KCNews.
During the IFA elections, board directors Jordi Garcia and Neville Caird were re-elected for a second term.
