Leanne Gregory-Aylett joins IOOF with more than 20 years’ experience across advice, wealth management, banking and superannuation.
She has held key senior roles including general manager MLC Business Solutions, general manager of retail sales for ME Bank, director of aligned channels business development for AMP Financial Services and non-executive director for Aftercare.
Ms Gregory-Aylett is a founding member of Financial Executive Women, an organisation where women mentor other women to help them reach their career potential.
IOOF general manager of advice Darren Whereat said the role has been newly created as the wealth manager continues to build a higher quality and more efficient advice business.
“Leanne will be responsible for delivering critical functions for licensees, including advice systems and technology, Aadvice innovation, IOOF Advice Academy, adviser marketing and events, operations and training and advice research,” Mr Whereat said.
“This continues the building of our capabilities to execute our advice-led strategy while retaining a flat and agile structure that enables us to remain close to our advisers and clients.
“Most recently, Leanne has been consulting on a range of strategic assignments. She brings a deep understanding of the regulatory environment and a passion for creating value for advisers and their clients.”
Have a look at most of the IOOF hires over the last 18 months. Some very interesting and very bank culture staff have been out in places of authority with little to no actual financial advice experience.
IOOF missed another opportunity to hire some proven Advice leadership. They are now faced with dealing to the complexity of integrating a number of advice businesses– all with legacy issues. Together with a growing focus from ASIC. They really needed some top draw Advice calibre leadership. Look out!
No research exp, no technology systems eso, no marketing exp, no Events exp, little actual adviser wow ok ?
Now IOOF GM of Advice Delivery, ex-AMP and MLC.
Well done IOOF, that’s a very strong background. Top hire.
As CV Check hinted at, I dealt with Leanne during her time at AMP. Intelligent, but has no practical Financial experience at all. That said, this is the norm for licensees – Managers, and Heads Of that have never seen a client or run a business giving advice to Advisers how to do so.
This hire is an example of poor decision making in the upper levels. Please we beg Renato Mota to fix this.
Recycling all the same so called ‘advice veterans”. No qualifications relating to providing financial advice and understanding financial advice businesses. IOOF a very scary bet right now.
Congratulations Leanne. Quality appointment by IOOF.
[quote=CV check]LinkedIn and other sources checked today for this appointment.
– Not on the ASIC FAR
– Not registered with the TPB
– No Professional Membership shown. Possibly AICD but not specified.
– No Financial Planning qualifications. BComm (Economics and Marketing)
– Difficult to determine if this person has an actual advice experience (unlikely)
– ex AMP 2008 to 2011
A Founding Member of FEW. Fantastic. Is this not an advice delivery role?[/quote][quote=CV check]LinkedIn and other sources checked today for this appointment.
– Not on the ASIC FAR
– Not registered with the TPB
– No Professional Membership shown. Possibly AICD but not specified.
– No Financial Planning qualifications. BComm (Economics and Marketing)
– Difficult to determine if this person has an actual advice experience (unlikely)
– ex AMP 2008 to 2011
A Founding Member of FEW. Fantastic. Is this not an advice delivery role?[/quote]
Do you want a tissue CV check?
Why would anyone ever hire someone who worked with AMP? Way to inspire confidence in your adviser network and their clients.
goodluck with this IOOF.. the new AMP
LinkedIn and other sources checked today for this appointment.
– Not on the ASIC FAR
– Not registered with the TPB
– No Professional Membership shown. Possibly AICD but not specified.
– No Financial Planning qualifications. BComm (Economics and Marketing)
– Difficult to determine if this person has an actual advice experience (unlikely)
– ex AMP 2008 to 2011
A Founding Member of FEW. Fantastic. Is this not an advice delivery role?