AFS appoints Xplan site administrator
Australian Financial Services Group (AFS) has announced the appointment of Mary Delzoppo as AFS Xplan site administrator.
AFS chief executive and managing director Peter Daly stated the newly created role would provide a central in-house resource and point of contact for all AFS advisers and practice principals.
Delzoppo's role will be pivotal at AFS as she will be responsible for the management and execution of all Xplan technical queries and ongoing financial adviser support, Daly added.
Prior to joining AFS, Delzoppo was the financial support consultant at Guild Financial Services where she managed the Xplan database and provided support to the group's financial planners and paraplanners nationally.
Before that, she worked for boutique financial planning firms Alkimia Financial and ANZ Mortgage Solutions.
According to AFS, Delzoppo's key priority will be to manage the AFS Xplan Integrated Solution, an Xplan service specifically customised for the dealer group.
In addition, Delzoppo will work to provide training to ensure AFS staff are aware of new software developments.
Recommended for you
LGT Crestone has signed an agreement to acquire CBA’s personal advice business, Commonwealth Private Advice, including $5 billion in assets and 20 investment advisers.
In a time of constant adviser movements, one licensee has managed to stay “steady on their skates” over the years to sit jointly with AMP Financial Planning in having the highest number of advisers.
ASIC commissioner Alan Kirkland has described the problem of telemarketers encouraging people to switch their super as “the worst behaviour”, and one where the regulator is taking significant action.
Financial advice and its associated technology have been identified by industry experts as key hotspots in the Australian M&A landscape.
