Affinia Financial advisers hires business consultants
TAL-backed national dealer group Affinia Financial Advisers has recruited two business consultants to round out its consultancy team.
The dealer group has hired Nadia Docker as it business consultant in Victoria and Tasmania, and Natalie Pegg as the business consultant for Western Australia and South Australia.
They join Kerrin Glover in NSW/ACT and Belinda James in Queensland and the Northern Territory.
Affinia general manager Craig Parker said the appointments come at a time when changing social and regulatory environment highlights the importance of putting customers first.
"The days of developing practices purely around sales and products without considering the end-to-end process with the client at the centre should become a thing of the past," he said.
Docker previously consulted with 55 boutique practices covering 250 advisers. She also has experience in practice management, strategic marketing, engagement of accountants and mortgage brokers, and compliance.
Pegg has vast experience as a risk adviser, dabbling in life risk advice, technical strategies and underwriting and claims services.
Affinia's business consultants work with more than 100 advisers.
Recommended for you
Lonsec Research and Ratings has appointed a head of sales, completing the leadership team to boost its reach with financial advisers.
Allianz Retire+ has announced major leadership changes with the appointment of a new CEO and distribution heads to help expand its presence across the wealth channel.
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
