Helmich to depart AMP

financial-planning/

18 June 2015
| By Mike |
image
image image
expand image

AMP executive director of Financial Planning, Steve Helmich, is to leave the business.

The company has announced that Helmich will be departing the business in September to "pursue other opportunities in the industry".

In doing so, Helmich will be ending a 41-year career with the company.

AMP's Group Executive Advice and Banking, Rob Caprioli, said Helmich had made a considerable contribution to AMP.

"Steve is one of AMP's longest serving employees and I'd like to thank him for his commitment and loyalty. His achievements are extensive, in particular his work to increase adviser professionalism, our ongoing focus on providing high quality service to our customers and the development of AMP's financial planning model.

"Steve was the driving force behind the creation of AMP's Horizons Academy and has led the way in improving education standards for advisers, not just within AMP, but across the industry," Mr Caprioli said.

Mr Helmich will continue to Chair the International Financial Planning Standards Board (FPSB) and is also Chair of Future2, the FPA Foundation.

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