One of AMP’s most prominent advice executives is set to exit after spending 41 years with the institution.
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.
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 25 Sep 2018Failed advice firm was ‘a proven success story’: DalyBy Adrian Flores and James Mitchell
- 25 Sep 2018New city added to FPA’s Women in Wealth programBy Adrian Flores
- 25 Sep 2018Fund managers charging fees for underperformanceBy Eliot Hastie
- 25 Sep 2018Government minister to address AFA conferenceBy Adrian Flores
- 24 Sep 2018Accountants continue battle for advice spaceBy Adrian Flores
- 24 Sep 2018Netwealth recruits former BT managerBy Reporter
- view all