Count Financial adds new head of professional standards
Count Financial has appointed Phil Creswell as its head of professional standards, who previously worked with Count’s chief executive Matthew Rowe in writing the Financial Planning Association of Australia’s (FPA’s) first code of ethics and professional standards.
That code and professional standards framework had been exported globally through the Global Financial Planning Standards Board.
Creswell had sat on the Financial Planning Association of Australia (FPA) professional conduct committee, been a member of the Financial Planning Advisory Committee, the Financial Planning Advisory Committee to the board of the Financial Ombudsman Service, Governor and Secretary of the Institute of Internal Auditors.
In his most recent position, Creswell led a national team of 17 compliance professionals with responsibility for 700 financial advisers at IOOF.
He also previously worked for KPMG in London and Price Waterhouse.
Rowe said Creswell had been a passionate advocate for quality financial advice and strong people skills.
“He fits our family photograph. This is important as we build our team and our culture around our values as an organisation. Phil is someone that brings gravitas to this mission critical role,” Rowe said.
He held a bachelor of commerce, was a chartered accountant, completed the AICD program, has a Diploma in Financial Services (Financial Planning) and certification with the Governance, Risk and Compliance Institute.
AUTHOR
Chris Dastoor
Recommended for you
Iress has announced it will divest its superannuation business as the latest step in its transformation program, allowing it to focus on wealth management.
The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March.
Following the departure of its chief marketing officer last year, AMP has appointed a successor to take up the position with the appointment coming from the US.
The Financial Services Council has appointed Justine Earl-Smith as executive director for commercial partnerships and growth, a newly created role for the organisation.
