AMP financial planning director elected to FPSB board
|
|
AMP director of financial planning advice solutions, Steve Helmich, has been elected to the Financial Planning Standards Board (FPSB) for a four-year term.
Helmich has over 35 years’ experience in the financial services industry, including a track record of introducing a financial planning model in a large-firm setting in Australia, FPSB board chairperson Corinna Dieters said.
“Considering that the majority of the world’s CFP professionals work within large financial services firms, Steve will be able to guide the FPSB’s standards of professionalism and serve the broader market’s need for financial planning delivered by competent and ethical financial planners,” Dieters said.
Helmich is responsible for all of AMP’s person-to-person financial planning licensees, which includes almost 700 CFP professionals.
He was also chair of the Financial Planning Association board from 2002 to 2004.
AUTHOR
Corrina Jack
Recommended for you
Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy.
Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector.
Recruitment manager Robert Half has shared the most in-demand roles in financial services that firms are finding difficult to fill, driven by ASIC’s growing focus on risk and compliance.
ASIC chief executive, Warren Day, is among senior executives to depart the corporate regulator amid changes to its leadership team.
