AFA creates new leadership role



Roz Kaye has been appointed as the Association of Financial Advisers' (AFA) newly created role of member services manager.
Kaye will be responsible for delivering high-value member services and support membership growth of the AFA.
AFA general manager for member services, partnerships and campus AFA, Nick Hakes, said the role was created on the back of the association's 40 per cent growth over the past year.
"We are delighted to have someone of Roz's calibre and expertise join the AFA leadership team," Hakes said.
Kaye was most recently head of operations for Netwealth Advice Group, and prior to that she was a licensee relationship manager at Premium Wealth Management.
AFA chief executive, Brad Fox, said the appointment followed a redesign of the association's leadership team.
"We recently appointed Samantha Clarke to the newly created role of general manager, policy, professionalism and marketing, and refocused the role of Nick Hakes," Fox said.
Recommended for you
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fidelity International.
Zenith Investment Partners has lost its head of portfolio solutions Steven Tang after 17 years with the firm, the latest in a series of senior exits from the research house.