- AFA Genxt Tour Kicks Off;
- NAB FP Recruits Senior AMP Advice Staffers;
- Infocus Expands With New Signing
AFA Genxt Tour Kicks Off
The AFA will take a number of its senior leaders and recent award winners on the road as part of its 2017 Genxt Connect Tour, running during the first half of February.
The annual roadshow will be preceded by a new initiative, the Adviser Peer Pod, to assist advisers build their business networks and communication skills and will take place at a number of locations simultaneously on the morning of 2 February.
The Peer Pods, hosted by Genxt State Chairs and free for AFA members, will run every four months and will place advisers into small groups with a series to discuss. National Genxt Chair, Ben Nash, said the sessions will enable advisers to connect with peers while discussing key topics in a relaxed environment over breakfast.
The first Peer Pods will be followed by the Genxt Connect Tour starting in Hobart on 6 February with stops in Adelaide, Perth and Melbourne before ending Sydney on 16 February.
Speakers on the tour include AFA National President, Marc Bineham; AFA award winners Steve Nielsen (2016 Excellence in Education Award) and Erin Truscott (2016 Rising Star), Sunsuper Chief Economist, Brian Parker; business performance guru, Michael McQueen from The Nexgen Group and inspirational speaker, Brian Freeman, Founder of Walking Wounded.
NAB FP Recruits Senior AMP Advice Staffers
NAB Financial Planning (NAB FP) has recruited two senior AMP advice executives to key state manager and adviser development roles starting in April this year.
Former Head of Financial Planning for for AMP Financial Planning and Hillross Financial Services, Andrew Gregory has taken on the role of General Manager for Victoria/Tasmania with NAB FP and will be responsible for the advice business in those states.
Gregory is joined by Head of Client Services at ipac/AMP, Gary Wood who has taken on the newly created role of Head of Client Experience & Advice Development with NAB FP and will be responsible for the advice group’s ongoing service proposition and execution of adviser development and capability programs.
Infocus Expands With New Signing
Non-aligned advisory group Infocus Wealth Management Limited has purchased its fifth advice business as part of its internal success planning process since launching the scheme in mid 2014.
The fifth business is based in south-east Queensland where Infocus also holds 100% of another advisory business and 50% of a third business in the region. Other businesses purchased over the past 18 months are based in Townsville and Melbourne.
Infocus Managing Director and Chief Executive, Rod Bristow said the Infocus Group Succession Plan created an option for advisers to exit the industry or to fund further growth.
