IFA boss resigns

• Tweet

The Institute of Financial Advisers chief executive Peter Lee has resigned to take up a role with a major funds management firm.

Wednesday, June 6th 2012, 12:38PM

Lee has bee the chief executive at the Institute of Financial advisers for the past two years Lee has held the role of IFA chief executive for two years and has been instrumental in implementing many significant initiatives to the Institute.

“Lee has taken the organisation through a period of unparalleled change for the advisory profession,” IFA chairman Tony Vidler says.

The IFA board expressed disappointment at losing Lee but said the IFA was pleased it would be able to continue to work with him in a different capacity in his new role at OnePath.

“We understand Peter’s move is for personal and professional reasons and wish him all the very best for the future,” said Vidler.

Lee will become the Head of Adviser Support at OnePath.

In his new role Lee will report to Jeremy Nicoll, general manager adviser distribution and be responsible for "delivering quality support to advisers and ensuring they have the resources and training they need to thrive."

“We recognise the important contribution that financial advisers make to the wealth management industry and in helping New Zealanders reach their financial goals. Peter’s understanding and experience in this area - across marketing, insurance and investment - will bring a new level to the support OnePath delivers to advisers to help them meet the needs of their clients,” Nicoll says.

Lee previously held senior management roles at Fidelity Life and Guardian Trust, as well as a consultancy practice.  He will take up his new role with OnePath in late July after the IFA roadshow.

« New CEO appointed for UDC Finance

Partners Life adds a CFO »

Commenting is closed

 

Printable version

Email to a friend