Dealer group Matrix Planning Solutions has appointed Helen Shao to the newly created role of practice development manager.
Together with Geoff Martin, general manager – practice development, Shao will assist Matrix practices to develop their business models and support their strategic advice offerings to clients.
Shao has more than 20 years experience, having worked with Westpac, HSBC and Stockford Financial Services before establishing her own financial planning practice in 2002. More recently, she has held senior roles with Fiducian Financial Services and AXA Financial Services.
“To have someone of her experience both as a practice development manager and a practicing adviser alongside her academic knowledge will be an asset to the company and will greatly support our advisers in further developing their businesses,” said Matrix managing director Rick Di Cristoforo.
