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.

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