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
The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to switch their superannuation into a poorly performing product.
With adviser losses set to continue, Wealth Data founder Colin Williams has detailed which business model is likely to drive the exodus.
Traditional relationships between advisers and business development managers are evolving, with the expectations for them to provide meaningful guidance to the advice practice.
Padua Solutions has poached an individual from Colonial First State to take on a newly created role focused on overseeing its technical capabilities.
