Guardian nabs former CBA planning head

financial-planning/appointments/mergers-and-acquisitions/financial-planning-practices/macquarie-bank/

21 April 2011
| By Milana Pokrajac |

Former Commonwealth Bank national head of financial planning, Ian Anderson, has moved to Guardian Financial Planning, where he has been appointed business acquisition manager.

Anderson’s appointment will support the group’s ambition to grow its adviser network by 10 per cent per annum over the next three years, according to Guardian executive manager Simon Harris.

Anderson would be tasked with developing business succession capabilities and solutions for Guardian’s adviser network and facilitating acquisition opportunities for the group at a corporate and practice level.

He has spent most of his career working in corporate finance and business development for organisations including Macquarie Bank, being involved in over 200 acquisitions of financial planning practices.

“Ian brings an in-depth understanding of the challenges business owners and their successors need to overcome to complete a successful business transition,” Harris said.

Anderson would report directly to Harris and will be based in Sydney.

Homepage

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago

TOP PERFORMING FUNDS