The Financial Planning Standards Board (FPSB), the global standard setter for the financial planning profession, has appointed Matthew Boersen, Edwin Cheung and Angus Dale-Jones to its board of directors, effective April 1, 2027. It also confirmed elections to network leadership positions for terms beginning in January and April 2027.
Boersen, managing partner at U.S. firm Straight Path Wealth Management, chaired CFP Board in 2024, supporting career development and pathways into financial planning. Cheung is a former chairman of the Institute of Financial Planners of Hong Kong with more than 20 years of financial services experience spanning governance, international market development and strategic partnerships. Dale-Jones, executive director of New Zealand’s Corporate Trustees Association, brings regulatory and policy experience, including 17 years at the Australian Securities and Investments Commission and service as chair of New Zealand’s Financial Advice Code Committee.
Rolf Tilmes was elected FPSB Council chairperson and Ana Leoni chairperson-elect of the FPSB Chief Executives Committee, each for one year from Jan. 1, 2027. Cathy Zhang was re-elected to chair the Asia-Pacific Forum, while Mark Dukers was elected to chair the European Forum, both for two years from Jan. 1, 2027. Lelané Bezuidenhout was re-elected to the nominating committee, alongside newly elected members Emer Kirk and Martin Seay. All three will serve for one year from April 1, 2027.