ipac Financial Planning has appointed the former head of BT Financial Group’s Magnitude dealership, Deborah Potts, as national head of partnership and advice strategy.
Potts’ appointment will round out the latest management restructure in ipac Financial Planning, which has included the appointment of four state general managers and a national head of sales.
Reporting directly to general manager Libby Roy (pictured), Potts will be responsible for driving advice strategy across both the financial planning and equity partners retail businesses.
Prior to this appointment, she held senior positions at BT Financial Group in the areas of distribution, marketing, product development and relationship management. Potts’ most recent position was as national head of Magnitude.
