ANZFP restructures leadership roles
ANZ Financial Planning has created a head of advice and partnerships role as part of restructuring of the dealer group’s operations.
Former Victoria state manager Ashley Stewart has been appointed to the new role, reporting to ANZFP general manager Alan Logan.
The tasks of his new role include “ensuring planner training supports ANZ strategy, and integrating compliance into our advice process and ensuring it is industry best practice”, Logan said.
Darrel Caulfield has taken on the role of acting state manager for Victoria while a search is undertaken for a permanent appointee.
Chief operating officer Les Tarves has had the scope of her existing role expanded, while retaining responsibility for “projects, propositions and strategy, operations and paraplanning”, Logan said.
“She will have an increased focus on a range of activities that are critical to the sustainability of our business,” he said.
Among these is “driving cost management initiatives across the businesses and leveraging best practice in the areas of operations and project management”.
Recommended for you
ASIC has released the results of the latest financial adviser exam, held in November 2025.
Winners have been announced for this year's ifa Excellence Awards, hosted by Money Management's sister brand ifa.
Adviser exits have reported their biggest loss since June this week, according to Padua Wealth Data, kicking off what is set to be a difficult December for the industry.
Financial advisers often find themselves taking on the dual role of adviser and business owner but a managing director has suggested this leads only to subpar outcomes.
