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Aggregator

CEO steps down as aggregators integrate

by Reporter4 minute read

Changes to a leading aggregator have been announced, as it moves on to "the next chapter of continued growth and evolution". 

PLAN Australia has announced that it will integrate with Advantedge Financial Solutions (AFS), a sub-aggregation business that works with financial advisers to meet the finance needs of customers.

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As part of the change, Phil Quin-Conroy, CEO of PLAN Australia, is to step down from his role to "pursue other opportunities".

Anthony Waldron, PLAN Australia chairman, said that the changes have been recommended so that brokers can work more closely with wealth counterparts and to enable PLAN Australia brokers to continue to evolve and diversify their offering.

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“Some of the benefits we expect from this integration include increased head office resources to support the growth of PLAN Australia and increased investment in the Podium platform to better service our brokers and their customers.”

Mr Waldron said that the change provides the chance to consider new challenges and added that the recruitment process is ongoing.

Speaking of Mr Quin-Conroy's departure, Mr Waldron said: “Phil has been a huge part of the PLAN Australia journey, starting in 2010 when he led the development and strengthening of the Podium platform, before taking on the role of CEO over three years ago, where Phil has driven a legacy of growth.

"We wish Phil all the very best in his next chapter and thank him for his enormous contribution to the shaping and evolution of PLAN Australia.”

More to come.

CEO steps down as aggregators integrate
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