BOARD MEMBERS

Alessandro (Alex) Vagliviello – Managing Director

Principal of Charles Alexander Financial Services, Alex Vagliviello has been appointed as Managing Director of the UFAA Ltd and is also the Chairperson of the UFAA Management Committee.

Like all the other Committee members, Alex is passionate in helping preserve the credibility of advisers nationally – and he is particularly committed about helping the UFAA in its quest to establish a forum to promote advocacy and provide clear understanding to our policy-makers that individual practice business operators are fundamental to a sustainable financial services industry.

Mr Vagliviello, who joined the UFAA in January 2019, is honoured to be a part of the UFAA and is looking forward to the challenges that lie ahead.

He has a clear understanding of the turmoil the industry finds itself in and with the knowledge he has gained over the past 30 years places him in a strong position to clearly articulate adviser’s collective concerns and views to remedy some of the misunderstandings that prevail in the community.

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Robert Porte – Executive Director

Mr Porte became a Board Director effective January 2020 and  is a Financial Adviser with Wealthporte Financial Group with over 33 years of experience. He is a Chartered Tax Adviser (CTA) and SMSF & Estate Planning Specialist Adviser.

He is passionate about providing access to cost effective financial advice for all Australians.

In this era of unprecedented change, he suggestes, collaborative support is required not only to influence policy but prevent the dominance of the institutions, and demise of the advice industry.

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Eric Koelmeyer – Executive Director

With a background in taxation and financial services since 1986, Eric has devoted his life to the betterment of the financial planning industry.  A strong advocate of competition and fair play when it comes to respecting the advice profession, Eric joined the UFAA in November 2019.

As an adviser, Eric has seen the turmoil the industry has gone through and believes that while improvements are always needed in any profession, the execution of the required steps to become professional in the financial planning industry has been compromised by some with questionable motives and their enablers. All to the detriment of not just advisers but importantly consumers as well.

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