AMP announced that its executive director of financial planning, Steve Helmich, will leave in September 2015 to pursue other opportunities.
Since joining as a junior new business clerk in 1973, he has held a number of senior roles at AMP, including leading the financial planning business.
In 2007 Mr Helmich was honoured as a lifetime member of the Financial Planning Association for his services to the industry.
AMP’s group executive for advice and banking, Rob Caprioli, said Mr Helmich had made a considerable contribution to AMP.
“Steve is one of AMP’s longest serving employees and I’d like to thank him for his commitment and loyalty. His achievements are extensive, in particular his work to increase adviser professionalism, our ongoing focus on providing high quality service to our customers and the development of AMP’s financial planning model.
“Steve was the driving force behind the creation of AMP’s Horizons Academy and has led the way in improving education standards for advisers, not just within AMP, but across the industry,” Mr Caprioli said.
Mr Helmich will continue to chair the International Financial Planning Standards Board (FPSB) and is also Chair of Future2, the FPA’s charitable foundation.
mixed feelings, He certainly was not a friend of the IFA market, Many of the advisers at AMP, are still in a timewarp, There is Life outside of the AMP
But he also made some questionable decisions that one can never forgive. Good luck with your retirement.
sorely missed. One of the few who rose in the ranks due to being a capable employee as apposed to being a good employee
Can anyone please explain why so many changes are happening at AMP. Is this a company we need to be concerned about?
All that mixing with non AMP people must have made him a threat to to a VI strategy. Incredibly smart guy. His skills and vision will be a loss to AMP.