tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Friday, November 22nd, 8:27AM

People

rss
People

Adviserlink appoints general manager

The Adviserlink Advisory Board has appointed Colin James as its general manager. Adviserlink says this strategic appointment follows the departure in late 2009 of Leonie Wallwork who has subsequently taken office with ETITO.  

Monday, February 22nd 2010, 6:00AM

James was recruited by Adviserlink at the end of 2006 specifically to develop the ‘Best Practice Review' and Paraplanning services.

During his time with Adviserlink James has been involved with a number of high-level initiatives across all areas of the business and has developed a comprehensive understanding of the adviser compliance requirements in line with new unit standards.

Commenting on his appointment, James says Adviserlink's objective is to become the clear market leaders both in scale and performance quality.

"In order to do this it is imperative that we have the best people running each customer touch-point and that each department is consistent in its delivery both to our learners and clients."

He says it is pleasing to see that the talent pursued by the company is starting to deliver improved customer satisfaction across all areas of the business as it has worked hard to improve its processes and overall organisational culture.

"This has had its challenges, however our commitment and renewed focus allows us to be in tune with the market and respond quickly to the education and compliance needs of the industry".

James' bio consists of 20 years at National Mutual (now AXA) during which he worked in personal client services, corporate and small business superannuation, business insurance and finally personal investment products.

After leaving National Mutual, Colin spent 10 years in boutique financial planning enterprises as an adviser, as well as responsible for plan writing, portfolio strategy and client service.

He holds a Certified Financial Planner designation and also an Associate status with the Australasian Compliance Institute.

Having completed the Institute of Financial Advisers additional requirements, Colin is also set to add CLU status to his CFP.

 

 

« Marac gets two new directorsSimon Fisher takes on CEO role »

Special Offers

Commenting is closed

 

print

Printable version  

print

Email to a friend
Slideshow

Tuesday, November 26th 2024
Partners Life Spring into Summer roadshow
Waikato

Thursday, November 28th 2024
Partners Life Spring into Summer roadshow
Auckland

Thursday, November 28th 2024
Nature Working Group Meeting #4, 2024
Nationwide

Tuesday, December 3rd 2024
Launch of Responsible Investment Benchmark Report 2024 Aotearoa NZ
Nationwide

Tuesday, December 3rd 2024
Partners Life Spring into Summer roadshow
Wellington

Tuesday, December 3rd 2024
RI BENCHMARK REPORT 2024 AOTEAROA NZ
Nationwide

Wednesday, December 4th 2024
Partners Life Spring into Summer roadshow
Canterbury

Thursday, December 5th 2024
Aotearoa Collaborative Working Group Meeting #4 2024
Wellington

Wednesday, December 11th 2024
Responsible Investment Association Australasia AGM 2024 (RIAA member only)
Offshore

Tuesday, March 4th 2025
Meet the Managers Roadshow
Wellington

MORE»

News Bites
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox  |  Disclaimer
 
Site by Web Developer and eyelovedesign.com