• Governance
• Regulatory compliance expertise, including FAR, CCCFA and Conduct, all stages from consult through to implementation
• Wealth and Insurance – channel strategy, design, implementation
• Consumer Banking – channel strategy, design, implementation
• Advice operating models – design to implementation
• Organisation readiness and change management
• Operating Models
• Customer value propositions
• Customer remediation
• Board strategy and engagement

Tracey Berry specialises in the provision of complex advice and change across the financial services sector. Currently also on the Board of the Financial Markets Authority, Tracey previously served as the independent member of the Financial Advisers Disciplinary Committee (FMC Act) for over 10 years, was Chair of Nikko Asset Management, a Board member of the National Provident Fund, Trustee of Rata Foundation and Trustee of Ara Foundation and was the independent Adviser to the Ministries responsible for Student Loans.

During her career Tracey has established the wealth business for Kiwibank (Kiwi Wealth), BNZ and Westpac, has been the CEO of Gareth Morgan Investments, CEO of Kiwi Insurance, and the Group General Manager of Kiwibank, responsible for the Retail, Rural and Commercial/business channels, digital and all operational teams. Tracey has led significant regulatory change at four New Zealand banks, including responding to regulatory action and has been instrumental in a number of regulatory reforms.