MLC nabs internal staffer to grow planning arms
Apogee Financial Planningwill be recruiting for a new managing director after parent companyMLCannounced that incumbent Wayne Handley has been appointed to a new role in the MLC group focusing on expanding the aligned planning businesses.
Handley will be responsible for developing and implementing adviser growth strategies and initiatives for MLC’s aligned advice businesses including Apogee Financial Planning,Godfrey PembrokeandGarvan/MLC Financial Planning.
Handley brings more than twenty years of industry experience, and has been involved with Apogee Financial Planning since its inception in 1994.
MLC advice solutions chief Matt Lawler says Handley’s depth of knowledge and understanding of what advisers are seeking in an alliance partner would be invaluable in his new role.
“We have spent the past few years investing in our offer to advisers with a strong focus on how we can assist advisers to deliver quality advice and an improved customer experience,” Lawler says.
Meanwhile, MLC is in the process of finding a replacement for Handley at Apogee and is likely to make an announcement by the end of the month.
The transition of Handley from Apogee comes two weeks after MLC unveiled Adviser Central - a new platform for planners to be rolled out as part of the $220 million Amazon project.
Recommended for you
The top five licensees are demonstrating a “strong recovery” from losses in the first half of the year, and the gap is narrowing between their respective adviser numbers.
With many advisers preparing to retire or sell up, business advisory firm Business Health believes advisers need to take a proactive approach to informing their clients of succession plans.
Retirement commentators have flagged that almost a third of Australians over 50 are unprepared for the longevity of retirement and are falling behind APAC peers in their preparations and advice engagement.
As private markets continue to garner investor interest, Netwealth’s series of private market reports have revealed how much advisers and wealth managers are allocating, as well as a growing attraction to evergreen funds.

