Iress has appointed Adam Webb as executive general manager, customer, a newly created role, commencing March 2025.
In this role, Webb will lead the firm’s customer-facing teams for the wealth APAC division, taking on the responsibility for delivering increased value to Iress’ existing customers, in addition to meeting the increasing demand for the full spectrum of advice technology among new customers.
Webb is currently the head of Count Financial, though he has held a number of senior positions over his time with the firm.
Prior to this, he was employed at Commonwealth Bank for more than 12 years where he worked his way up from financial planner to executive manager and head of advice for Victoria and Tasmania.
Iress’ chief executive, wealth APAC, Kelli Willmer, said she was delighted to welcome Webb to the team.
“Adam has a deep understanding of the evolving wealth management landscape in Australia and a proven track record of delivering exceptional, innovative customer experiences,” Willmer said.
“I’m confident Adam will be a great asset to Iress as we step into an exciting new era of opportunities for technology-led advice delivery. Adam will play a key role in supporting the launch of our 2025 product roadmap, which introduces innovative new functionality to our Xplan software that will transform how we serve and support our customers.”
Webb said he was thrilled to come on board at such an exciting time for the business.
“As a former customer, I know just how important Xplan and the broader suite of Iress’ advice technologies are to the industry,” Webb said.
“I’m looking forward to working with current and future clients to unlock value and to contribute to Iress’ goal of enabling the delivery of more advice to more people.”
Meanwhile, Count Financial group head of advice Andrew Kennedy said Webb’s appointment is a great opportunity for the firm to strengthen its relationship with Iress and “enhance the service offering to our advisers”.
