InvestorWeb on recruiting spree
Online financial services group InvestorWeb has beefed up its commitment to financial planning software with the signing of former AM Corporation executive David Harley as chief operating officer of Visiplan.
Harley’s newly created position is one of nearly 10 new recruitments the group is to make by the end of the month.
InvestorWeb chief executive officer Otto Buttula says the appointments are part of the group’s re-focus on financial planning software, following last month’s split with its funds management arm, Investors Mutual.
“We have already recruited four people, with the plan to recruit five to six more,” Buttula says.
“Harley will be responsible for fully integrating [the Visiplan software] into the InvestorWeb group. He will also be responsible for the coordination of the Visiplan product, the web product, desktop product and the day to day operations,” he says.
At AM Corporation Harley was deputy general manager, technical and adviser services/national manager private fund services. He brings more than 22 years of planning experience to the InvestorWeb group.
Prior to AM Corporation, Harley worked with Sedgwick Noble Lowndes Financial Planning as its Queensland state manager. He has also worked in various financial planning roles within Advance Bank and Commonwealth Bank of Australia.
The InvestorWeb group bought Vision FPS, the creator of VisiPlan in June last year for $15 million.
Recommended for you
Major licensee Count has enacted its latest M&A deal, acquiring the accounting and audit client base of a Sydney accounting firm.
Australian Unity has announced a successor for chief executive Rohan Mead, who will depart the firm after more than 20 years.
Bravura Solutions has appointed a group chief executive following the exit of Andrew Russell, but the successor will be based outside of Australia.
ASIC has clarified the outcome of whether it will “name and shame” AFSLs over their reportable situations and internal dispute regimes following feedback from industry stakeholders.
