From G to V to three

Former head of Vega mortgages moves to adviser group.

Wednesday, November 20th 2024, 6:14PM

Financial advisory firm Threefold has appointed Mike Allen as its chief operating officer.

Threefold specialising in mortgages, insurance, and KiwiSaver.

Allen has more than 20 years' of experience in the financial services sector, including roles at ANZ, ING, Partners Life, and NZFSG. He brings a wealth of knowledge and leadership expertise to the team. His background in sales, compliance, business development, and people management positions him perfectly to help drive Threefold’s mission to become New Zealand’s premium financial advisory company.

Allen was previously head of mortgages and protect at Vega, where he grew the adviser team, established key strategic partnerships, and consistently delivered exceptional revenue growth.

"His ability to lead high-performing teams, paired with strong industry networks, makes him an invaluable addition to Threefold," he company says.

In his new role Allen will work closely with Threefold chief executive Jonathan Michell. He will focus on supporting and expanding the firm’s adviser teams, enhancing operational efficiency, and maintaining the highest standards of compliance and customer care.

Mike’s appointment reflects Threefold’s commitment to strengthening its position as a trusted leader in financial advice, ensuring the firm is well-equipped to navigate the evolving mortgage, insurance, and KiwiSaver landscape.

Michell says, “we have been providing quality advice to Kiwis for decades, with a focus on providing exceptional customer care. Mike’s proven track record of success and leadership will be instrumental as we continue to strategically grow the business while ensuring that we continue to deliver outstanding outcomes for our clients.”

Tags: Advisers