AFS appoints Xplan site administrator



Australian Financial Services Group (AFS) has announced the appointment of Mary Delzoppo as AFS Xplan site administrator.
AFS chief executive and managing director Peter Daly stated the newly created role would provide a central in-house resource and point of contact for all AFS advisers and practice principals.
Delzoppo's role will be pivotal at AFS as she will be responsible for the management and execution of all Xplan technical queries and ongoing financial adviser support, Daly added.
Prior to joining AFS, Delzoppo was the financial support consultant at Guild Financial Services where she managed the Xplan database and provided support to the group's financial planners and paraplanners nationally.
Before that, she worked for boutique financial planning firms Alkimia Financial and ANZ Mortgage Solutions.
According to AFS, Delzoppo's key priority will be to manage the AFS Xplan Integrated Solution, an Xplan service specifically customised for the dealer group.
In addition, Delzoppo will work to provide training to ensure AFS staff are aware of new software developments.
Recommended for you
A former Sydney investment manager has pleaded guilty to two counts of insider trading regarding a potential takeover of Platinum Asset Management, having acquired $2.6 million of Platinum shares.
As the firm enters a new growth phase, Orbis Investments managing director Jason Ciccolallo has said it is looking to strengthen relationships with retail advisers to align with the firm’s institutional reputation.
The former director of United Global Capital has received a decision from the Administrative Review Tribunal regarding an appeal of his 10-year ban from providing financial services.
AMP-owned North has announced a senior manager appointment as the platform explores growth opportunities in its addressable adviser market.