ANZFP restructures leadership roles
ANZ Financial Planning has created a head of advice and partnerships role as part of restructuring of the dealer group’s operations.
Former Victoria state manager Ashley Stewart has been appointed to the new role, reporting to ANZFP general manager Alan Logan.
The tasks of his new role include “ensuring planner training supports ANZ strategy, and integrating compliance into our advice process and ensuring it is industry best practice”, Logan said.
Darrel Caulfield has taken on the role of acting state manager for Victoria while a search is undertaken for a permanent appointee.
Chief operating officer Les Tarves has had the scope of her existing role expanded, while retaining responsibility for “projects, propositions and strategy, operations and paraplanning”, Logan said.
“She will have an increased focus on a range of activities that are critical to the sustainability of our business,” he said.
Among these is “driving cost management initiatives across the businesses and leveraging best practice in the areas of operations and project management”.
Recommended for you
Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in September.
As Insignia Financial looks to bolster its two financial advice businesses, Shadforth and Bridges, CEO Scott Hartley describes to Money Management how the firm will achieve these strategic growth plans.
Centrepoint Alliance says it is “just getting started” as it looks to drive growth via expanding all three streams of advisers within the business.
AFCA’s latest statistics have shed light on which of the major licensees recorded the most consumer complaints in the last financial year.
