Helmich joins FPA board
AMP Financial Planning managing director Steve Helmich has been appointed to the Financial Planning Association’s (FPA) board to represent the large dealer groups.
AMP Financial Planning managing director Steve Helmich has been appointed to the Financial Planning Association’s (FPA) board to represent the large dealer groups.
He replaces Colin Scully, who recently resigned for personal and professional rea-sons. Scully is now managing director of Bridges Personal Investment Services, the company he founded.
Despite being the only applicant for the position, Helmich is believed to have the backing of the majority of larger dealer groups (those with 50 or more proper authority holders).
After attending his first strategy meeting, Helmich says: “There is more of a degree of commonality in the FPA than there has ever been in the past.”
“My challenges will be similar to the rest (of the FPA’s board). We want to make sure that financial planning gets the positioning in the market that it deserves, that it is a very strong profession in its own right with high educational standards that is recognised by the public as the first point of call when looking for financial ad-vice.”
Another area of interest to Helmich is helping the FPA’s clearly formulate a strat-egy to take it forward.
“The strategy in the past may have been set with the best intentions, but may not have been implemented or communicated as well as it should have been,” he says.
“To me the execution is probably more important than the planning.”
Recommended for you
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer.
