MLC recruits internally for Apogee head
MLChas announced its second executive reshuffle in as many months with the appointment of Alan Logan as general manager of subsidiary groupApogee Financial Planning.
Logan, the former state manager of MLC Alliances, steps into the position vacated by Wayne Handley who moved across in May from Apogee to parent company MLC, to take on a new role focusing on expanding the aligned planning businesses.
As the state manager for MLC Alliances, Logan was responsible for managing the relationships with individually owned and licensed businesses that utilise MLC's advice infrastructure.
Logan has gained experience in a number of different roles focused on advice channel management, business development and marketing, and according to Advice Solutions' chief executive Matt Lawler, Logan's internal experience was a defining factor in his recruitment.
"Logan will bring new insights to both Apogee Financial Planning and the broader Advice Solutions business," Lawler says.
Logan has more than 13 years management experience in the financial services sector, having worked for a number of financial services companies includingBT Financial Group,Sealcorpand National Mutual (AXA).
Meanwhile, Logan's predecessor Wayne Handley has not completely removed himself from his former company, where his involvement stems back since Apogee's inception. He continues to serve on its board of directors.
As part of Handley's new role within the MLC group, he assumes responsibility for developing and implementing adviser growth strategies and initiatives for MLC's aligned advice businesses, which include Apogee Financial Planning, as well asGodfrey PembrokeandGarvan/MLC Financial Planning.
Recommended for you
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.