MLC pools adviser support
MLC has changed its financial planning business model, taking the emphasis away from licensee aligned segmentation and encouraging all advisers operating under the wider MLC banner to share their experience to address common concerns and opportunities.
MLC regional general manager, financial planning and third party, Matt Lawler, said: “While GPL [Godfrey Pembroke], Garvan, Apogee and MLC Financial Planning will continue to be the licensee offers available under the MLC umbrella, we recognise that within and across these licensees we have like-minded advisers with similar advice propositions who need specific services.”
The financial services organisation hopes the new model will encourage advisers to contribute to forums where they can share their knowledge and experiences with other like-minded planners.
“While the licensee an adviser chooses to partner with is still a very important decision, it is only one component of their business, and it is important that we look beyond the licensee name when working out how best we can support advisers in delivering quality advice to their customers,” Lawler explained.
The implementation of the new support framework has driven a change in responsibilities for certain key members of the MLC distribution team.
Under the new arrangements, Greg Miller will now head Garvan, MLC Financial Planning as well as MLC Advice Solutions.
Alan Logan will be looking after practice management services delivered to all MLC licensees in addition to his role as Apogee Financial Planning general manager.
Services to support advisers targeting high-net-worth clients will be overseen by Godfrey Pembroke managing director Mark Rantall.
Phil Quin-Conroy has filled the newly created position of national manager, broker solutions. In this role he will be in charge of providing support to mortgage brokers.
The assignment of new areas of responsibility has meant Brook Angove will no longer continue in the role of general manager for Garvan and MLC Financial Planning. He is currently pursuing other opportunities within the organisation.
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