Advice support firm hires two

Virtual Business Partners financial planning

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

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

1 month 3 weeks ago

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

2 months ago

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

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago

TOP PERFORMING FUNDS