Strategi CEO moving on, COO in charge of day-to-day

After four years as CEO, Daniel Relf is resigning from training and audit company Strategi Group. Relf joined Strategi to lead the business as it geared up to train financial advisers for the new standards required by the Financial Markets Conduct Act regime.

Monday, June 19th 2023, 11:39AM

He also led Strategi as it branched into providing anti money laundering/countering financing of terrorism auditing services to legal, accounting and real estate firms and built the business to more than 1200 audit clients.

Strategi founder and executive director David Greenslade to whom Relf reported says the departure is amicable, with Relf planning to study with Strategi.“We have an active board with two independent directors plus myself as the executive director who works full time in the business. Mid-last year we split the key leadership functions. This involved the appointment of a COO who is responsible for the day to day operation of the business and Daniel moved into an industry engagement and sales role to help us achieve our goals.

“Daniel has decided to seek opportunities at the executive level and as a director elsewhere in the wider financial and professional services industry. We wish him all the best with his new endeavours.”

Greenslade describes the current running of the company as straightforward. Henderson has worked in consultancy roles with ASB Bank, Westpac, Perpetual Guardian and Public Trust.

Earlier this year, Strategi bought assets from TAFE College and moved into providing training in the real estate industry.

Strategi Compliance and Strategi Institute are now launching new initiatives including new courses, qualifications and modules, fast track intern programmes for people new to the financial advice industry, new compliance support and compliance assurance packages.

Tags: Strategi