Advisor poaches Westpac exec
Advisor Investment Services has scored something of a coup with the poaching of Westpac’s head of financial planning, Bruce McCreedy.
Advisor Investment Services has scored something of a coup with the poaching of Westpac’s head of financial planning, Bruce McCreedy.
McCreedy will take on the newly created role of general manager following a ma-jor restructure of the group over the past year. McCreedy had been with Westpac Financial Services for about nine years in various executive roles.
Starting with the group next week, McCreedy will work alongside Advisor chief executive Wes McMaster on developing the existing business and recruiting new advisers into the group. He will be based in Sydney which McMaster describes as “the heart of the Advisor businesss”.
McCreedy’s appointment follows a similar announcement at fellow Mercantile Mutual subsidiary Bleakleys. Lyle Jones takes on the general manager position at Bleakleys after a number of years presiding over Queensland operations.
While both McCreedy and Jones will oversee much of the day to day operations of the dealer groups, McMaster will continue to take a hands-on role with the groups.
McMaster has been heading up both groups since the departures of Tony Ash and Lionel Rodriguez about 18 months ago. Since taking on the role, the former FPA chairman has performed major restructures of both groups through initiatives in business development, training and compliance.
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