ASVW Financial Services has announced that the group’s senior leadership team has been “significantly bolstered” by the appointment of industry stalwart Joe Botte as Executive Director.
In welcoming Botte to the boutique national dealer group, CEO Stuart Abley says he is especially pleased as they have worked together previously and had been a successful duo running and managing AFSLs from 2002 to 2012.
He says, in a statement, that Botte is a “very committed and effective executive” with an extensive financial services career and reputation for delivering significant business results.
“His appointment reflects the ASVWFS’s commitment to our network of advice practices and the very important contribution he will provide in supporting the group’s long-term strategic business aspirations and marketplace offering.”
The statement adds that Botte has more than 30 years’ experience in financial services having held senior and leadership roles in the areas of marketing, operations and strategic management within a range of companies, including IOOF, Zurich and AXA.
It notes that in his most recent role prior to joining the company, he was CEO of Consultum Financial Advisers where he managed and grew the AFSL’s network of advisers by more than 80 percent to over 190 practitioners, representing in excess of $9.5 billion of FUA.
Botte holds a Bachelor of Economics (majoring in Marketing) as well as an Advanced Diploma of Financial Planning and is a Certified Financial Planner professional.
Technology, product and investment platform agnostic
Botte says he is “genuinely excited” about joining the group and sees it as an opportunity “…to join a progressive, boutique AFSL with no legacy issues or anchors to the past by being technology, product and investment platform agnostic.”
He says that as Executive Director, he will be able to contribute to the strategic direction of the group, but also to develop and deliver practice management tools, technologies and back office systems for its national advice network.
The statement says that adding value to advice businesses via coaching programs and productivity improvement workshops with an emphasis on improving practice profitability are other activities that Botte will focus on.
Abley stated that managing growth “…and most importantly, building an organisation based on ‘sharing value’ that includes exit and succession options are our key drivers.”
