AMP combines leadership role for ipac and Charter

appointments/financial-planning/

21 August 2015
| By Jassmyn |
image
image image
expand image

AMP has internally promoted Tim Mitchell-Adams as managing director to two of its financial planning firms, Charter and ipac.

The appointment follows a decision to combine the leadership of ipac and Charter. After this decision former head of ipac, Tim Steele, and former head of Charter, Kevin Stone, decided it was the right time to look for new opportunities outside AMP, according to the firm.

Mitchell-Adams is now responsible for leading the Charter, ipac, Jigsaw, and self-managed super fund (SMSF) Advice business and is reporting to AMP's group executive advice and banking, Rob Caprioli.

Most recently, Mitchell-Adams was AMP's head of retail sales and national accounts responsible for servicing the group's advice licensees across platforms, investments, insurance, SMSF, and AMP Bank.

Prior to this he was at AXA leading its national sales team.

"He has developed strong relationships with advisers across Charter and ipac over many years and his focus will be on ensuring high standards of adviser professionalism," Caprioli said.

"Both Charter and ipac have a strong reputation for quality financial advice and under Tim's leadership I look forward to this continuing."

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo