Following our successful merger and consolidation last year, this year, our focus is on building and improving our business so that we continue to deliver a better service and experience to our advisers and their clients.
As our Wealth Insights Award for No.1 Service Provider attests, IOOF is focused on excellent service delivery.
In a constantly changing industry, we believe we are well positioned to be a strong ‘business partner’ to advisers, rather than being ‘just a product provider’. IOOF is now one of the very few platform and service providers that is not owned by a bank or part of a large life company, which allows us to deliver a level of personalised service, flexibility and value that our larger competitors cannot.
Your valuable feedback has helped us update and enhance our Business Affinity Program (BAP). We believe it is now better positioned than ever before to assist our business partners and add value to their businesses. Whether the challenge is positioning yourself in the market, seeking assistance around growth or succession, or simply finding a partner that you can leverage off in terms of marketing, research or compliance expertise, we have a comprehensive program and range of specialists that can provide the solution.
We’ve also strengthened our Sales team, with the addition of two new Regional Managers, Rory Toal (Southern Regional Manager) and Leah Waldie (Northern Regional Manager). Both Rory and Leah commenced in early August, and have already provided valuable insight, expertise and fresh ideas to the group.
Rory has a wealth of experience around practice management, and is highly thought of throughout the industry.
He comes to IOOF from AXA where he spent ten years in distribution roles including Platform Distribution Management and National Manager of AXA's Licensee to Licensee services offer. His experience in distribution and understanding of the issues facing large and small adviser businesses should add enormous value to our advisers.
As Southern Regional Manager, Rory is based in Melbourne and has responsibility for Victoria, Tasmania, South Australia and Western Australia.
Leah brings over 14 years experience in the financial services industry, with the last seven years as National Account Manager for Barclays Global Investors and before that Rothschild and BT.
Leah has a strong, long-term track record in the IFA market, and as a result has developed a wide network of relationships across the research, platform, dealer group and adviser communities. Her experience and expertise will be invaluable in helping us achieve our targets and goals, and an increased profile within the industry.
As Northern Regional Manager, Leah is based in Sydney and has responsibility for New South Wales and Queensland.
Both Regional Managers will be responsible for building and managing IOOF's relationships with key clients and developing key business partnerships with IFAs through our Business Affinity Program.
Please join me in welcoming Leah and Rory to the IOOF team.
If you would like to know more about our Business Affinity Program, please contact your local BDM or myself on 03 8614 4881.
Kind regards,
Alexandra Tullio
Head of Sales
Viewpoint
Contents
Sales update
Investment update
IOOF Foundation news
Practice Management
Technical Strategy: Contribution planning: Are you playing within the rules?
Technical Strategy: Your guide to the Gillard Government and financial services… just where do we stand?
Product Spotlight: Online bulk switching launched for Spectrum Super
Performance Data