Angus Dale-Jones among three new FPSB directors appointed for 2027
New Zealand will have a voice on the board of the global body that sets financial planning standards. Angus Dale-Jones (pictured), who chaired the Financial Advice Code Committee for nine years, has been appointed to the Financial Planning Standards Board (FPSB).
Dale-Jones is one of three new directors announced by the Denver-based standards body. They will take up their roles on 1 April 2027. He will be joined by Matthew Boersen, CFP, from the United States and Edwin Cheung, CFP, from Hong Kong.
A regulator’s view from New Zealand
Dale-Jones brings long experience in regulation and policy on both sides of the Tasman. He spent 17 years at the Australian Securities and Investments Commission (ASIC) and led the Code Committee from its inception until stepping down in August, when Tony Dench took over. He is currently executive director of the Corporate Trustees Association.
According to FPSB, he is focused on lifting professional standards and consumer trust, and on helping the profession respond to artificial intelligence.
The appointment brings New Zealand advice experience to a board that oversees standards for CFP professionals. FPSB said its global network now certifies 236,300 CFP professionals across 29 territories, including both New Zealand and Australia.
Experience from the US and Hong Kong
Boersen is managing partner at Straight Path Wealth Management and chaired the US CFP Board in 2024. In that role he concentrated on building pathways into the profession for younger planners through university partnerships, scholarships and mentoring.
Cheung has more than 20 years’ experience in financial services, covering governance, international market development and strategic partnerships. He is a former chairman of the Institute of Financial Planners of Hong Kong.
Technology on the agenda
FPSB said the incoming directors would bring expertise in regulation, Asia-Pacific market development, the next generation of planners, and the growing role of technology and AI in financial planning.
“The future of financial planning rests on embracing new possibilities while upholding the standards that protect consumers and earn public trust,” FPSB board chair Caroline Dabu said.
“Their perspectives on regulation, international market development and the next generation of financial planners will support our Board to navigate the profession’s future as technology reshapes financial planning,” she added.
Dabu said the board’s focus would remain on “helping more people access trusted advice, make confident financial decisions and achieve their life goals”.
The three will join directors from Brazil, Canada, Malaysia, the UK and the US. FPSB also announced other leadership elections across its network for 2027. They include the re-election of Cathy Zhang, CFP, chairperson and CEO of FPSB China, as chair of the FPSB Asia-Pacific Forum.
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