ipac attracts Magnitude’s Potts

bt financial group

15 December 2010
| By Ashleigh McIntyre |
image
image
expand image

ipac Financial Planning has appointed the former head of BT Financial Group’s Magnitude dealership, Deborah Potts, as national head of partnership and advice strategy.

Potts’ appointment will round out the latest management restructure in ipac Financial Planning, which has included the appointment of four state general managers and a national head of sales.

Reporting directly to general manager Libby Roy (pictured), Potts will be responsible for driving advice strategy across both the financial planning and equity partners retail businesses.

Prior to this appointment, she held senior positions at BT Financial Group in the areas of distribution, marketing, product development and relationship management. Potts' most recent position was as national head of Magnitude.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 20 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 11 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 15 hours ago