IFA reveals its new chief executive

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Peter Lee has been appointed as the new chief executive of the Institute of Financial Advisers (IFA).

Wednesday, June 2nd 2010, 12:19PM 4 Comments

by Jenha White

Lee is currently national marketing manager at Fidelity Life and his new appointment is effective from early July.

The former chief executive David Hutton stepped down in December after three years at the association's helm.

IFA chairman Phillip Meyer says the Institute is fortunate to have attracted a candidate of Lee's calibre.

"Peter has more than 26 years extensive experience in the financial services industry, benefiting organisations at an executive and strategic level in the areas of investment, savings, funds management, insurance and lending.

"During his career, Lee has managed his own consultancy with a no-nonsense approach to business and clients including ASB Bank, ANZ Bank, Sovereign, Tower, AXA and ING."

Meyer says he is highly skilled in the specialised areas of product and business solution development, sales and distribution management, client service initiatives, communications management, sponsorship management, corporate social responsibility, presentation & training.

"Together, these attributes present us with an outstanding candidate and a logical choice for the appointment of Peter Lee as our new chief executive," Meyer says.

"The Board looks forward to working closely with Peter, guiding advisers through a new regulatory environment and providing practical tools and timely advice to help our members succeed in business."

President Lyn McMorran says Lee will provide the Institute with energetic leadership at a time of great change and will bring a significant tool box of well honed skills to the role.

President elect Nigel Tate says he welcomes Lee to the role and looks forward to working with him to provide leadership and value for all members, stakeholders and the wider profession.

Lee is thrilled to be appointed and says the opportunity to lead the financial advisory profession into a new era is both exciting and challenging.  

"The role of financial advisers is set to rise in New Zealand as the need for improved financial literacy at a national level grows.

"I look forward to helping financial advisers through this transition and creating greater awareness in the public about the value of seeking good financial advice."

Jenha is a TPL staff reporter. jenha@tarawera.co.nz

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