Finance manager Mark Bailey will be promoted to chief financial officer following the departure of interim chief executive Adrian Urquhart, SuperConcepts said in a statement.
People and culture executive manager Sherry Midgley will be promoted to general manager and sit on the leadership team, while Garth Montgomery will also be elevated to the leadership team as executive manager of communications and content to oversee all matters affecting corporate and public affairs.
Chief operating officer James Fitzpatrick has decided to take up an opportunity outside of the SMSF sector after three years with SuperConcepts and will be finishing up in mid-June. In his place will be two newly created positions.
General manager of product, risk and strategy is a new role that is currently undergoing a recruitment process, while general manager of growth is the final role that is also in the process of recruitment and will be announced shortly.
SuperConcepts chief executive Lara Bourguignon said the new roles will strengthen its leadership team with a view of best serving our clients.
“Our existing leadership team has a long tenure with deep experience and I’m excited to be adding to it by promoting from within and identifying new roles that will help better serve our clients and business objectives,” Ms Bourguignon said.
Ms Bourguignon also thanked Mr Fitzpatrick for his contribution.
“SuperConcepts is incredibly grateful for the immense contribution James has made over the past three years,” she said.
“James has achieved huge professional goals and we wish him well in his decision to move to the next phase of his career.”
Without sounding prejuditional, they need to have people on the other end of the phone that can speak fluent and clear English to avoid mistakes .Constantly repeating figures and types of contributions does not instill confidence with this organization.
As a financial planner , let me give you a background of the AMP owned Super concepts Admin of my own SMSF over the last 5 years . Year 1 and 2 .-stuff up of returns . Eventually demanded back fees paid for incompetence and received them after they ran out of excuses. Year 3 return , ok I think . Year 4 and 5 ( 2016/8) Admin stuff up including them making up entries for contributions , taking out preserved monies into my bank account , audit issues etc , Refund paid back from fees charged Year 4 and 5 for incompetence. God knows who is doing the paperwork , nor checking the Audits . Surprised they still have a business !!