Strategi expands its team
Tuesday, July 10th 2007, 1:04AM
Strategi, the company contracted to provide support services for ING-aligned independent financial advisers, has expanded its team to deal with the growth in the networks it supports.
Janne Rochat, who previously managed all of Spicers Portfolio Management's support staff has joined the team. Janne emigrated from South Africa in 1996 after 14 years in the banking sector. Janne's role with Strategi will include training, system development, HR and project management.
Retha Coetzee (also from South Africa) has also joined the company. Prior to moving to New Zealand in 2001, Retha worked for 24 years with Momentum Life, one of the 
largest financial services providers in South Africa. After arriving in New Zealand, she spent two years working for an Auckland-based advisory firm, before spending three years training Integrate Financial Services' nationwide network of aligned advisers. Retha's considerable experience will be utilised training advisers on ING's wrap platform OneAnswer and the CRM solutions that Strategi supports.
Jon Collier, who worked for two years in Vero's graduate programme after completing his commerce degree, has also started with Strategi. His role will be wide-ranging and will include communications, model portfolios and all the processes around transferring to CRM platforms.
Janne Rochat top left, Retha Coetzee right, Jon Collier.
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