Advice support firm hires two
Financial planning support firm Virtual Business Partners (VBP) has made two appointments in newly-created roles.
Lia Gunawan was appointed as strategic relationship manager while Hannah Pike was appointed as client services specialist.
Gunawan joined from AMP where she was commercial partnerships manager and would be tasked with refining and enhancing the firm’s strategic relationship management framework and delivering strategic key account plans across its client base.
Pike was a former financial planner and had 13 years’ experience in the industry, most recently as an operations manager in a financial planning practice. In her new role, she would be responsible for the firm’s development of financial planning assistants across administrative tasks and serve as subject matter for financial planning administration.
Chief executive, David Carney, said: “We’re pleased to have someone of Lia’s calibre joining us at VBP. Her experience at AMP will broaden our ability to deliver effective advice strategies for financial planning firms right around the country.
“In addition, Hannah’s appointment will further enhance our ability to continue our operational excellence within our client services team.
“Both Lia and Hannah are subject matter experts in their respective areas and have successfully established and developed global teams previously.”
Recommended for you
Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy.
Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector.
Recruitment manager Robert Half has shared the most in-demand roles in financial services that firms are finding difficult to fill, driven by ASIC’s growing focus on risk and compliance.
ASIC chief executive, Warren Day, is among senior executives to depart the corporate regulator amid changes to its leadership team.