The Institute of Financial Planning will appoint Bluefin Wealth Management financial planner Marlene Shalton as president of the IFP at its annual conference later this month.
Shalton, who is currently IFP vice president, will take over the two year presidency from Paradigm Norton chief executive Barry Horner.
Helm Godfrey managing director Bruce Wilson will replace Shalton as vice president at the conference on September 20.
IFP chief executive Nick Cann (pictured) says: “Marlene’s enthusiasm and experience will be a great asset to us in working towards our goals. Her dynamism and clear enthusiasm for financial planning is sure to drive the organisation and our profession to reach new highs and milestones by 2012.
“Bruce’s vast experience is also a huge asset to us. Not only is he a chartered accountant, but also a registered life planner in addition to being a fellow of the IFP and a certified financial planner. He has a deep understanding of the requirements of a financial planner and is definitely prepared to challenge the status quo.”
Cann says Horner has provided valuable leadership as president over the past two years.
He says: “Our thanks go to Barry for his significant contribution to the development of our profession over the past four years, initially as IFP vice president and subsequently as president.
“His input as immediate past president for the next twelve months will also be important as we continue our work to drive the profession forward.”