Advice support firm hires two

6 April 2022
| By Laura Dew |
image
image
expand image

Financial planning support firm Virtual Business Partners (VBP) has made two appointments in newly-created roles.

Lia Gunawan was appointed as strategic relationship manager while Hannah Pike was appointed as client services specialist.

Gunawan joined from AMP where she was commercial partnerships manager and would be tasked with refining and enhancing the firm’s strategic relationship management framework and delivering strategic key account plans across its client base.

Pike was a former financial planner and had 13 years’ experience in the industry, most recently as an operations manager in a financial planning practice. In her new role, she would be responsible for the firm’s development of financial planning assistants across administrative tasks and serve as subject matter for financial planning administration.

Chief executive, David Carney, said: “We’re pleased to have someone of Lia’s calibre joining us at VBP. Her experience at AMP will broaden our ability to deliver effective advice strategies for financial planning firms right around the country.

“In addition, Hannah’s appointment will further enhance our ability to continue our operational excellence within our client services team.

“Both Lia and Hannah are subject matter experts in their respective areas and have successfully established and developed global teams previously.”

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 3 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 1 day ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 5 days ago