Kepa appoints chief executive

The adviser group has named a replacement for Jeff Page.

Thursday, June 14th 2018, 10:00AM 1 Comment

Brendon Neal will be its next chief executive, when Page steps down on June 25.

Neal more than 20 years of experience in life insurance and wealth management. In his early career he was a senior underwriter with AIA in New Zealand and eventually became the chief underwriter.

He then moved into distribution, first with ING and then with ANZ, where he held various senior roles. Most recently, he led the internal and external adviser channels for ANZ Wealth.

Kepa chairman David Johnstone said: “Brendon brings to Kepa a depth of expertise in advice, financial products, underwriting and knowledge of financial services distribution as well as strong relationship skills and a successful record of leadership.

“He is a skilled professional with a deep understanding of advisers’ needs and is uniquely placed to lead Kepa in its core mission of enabling its members to build better and more profitable businesses. We are delighted he has agreed to join the team.”

Neal said: “Kepa enables advisers to focus on what they do best; building relationships with clients and then helping them to manage their needs. The impending transition of regulatory responsibility from individual advisers to Financial Advice Providers, makes Kepa’s advisory solutions more relevant than ever.

“Kepa’s customer relationship management tools and programmes such as Fit4License, through which Kepa will be able to assist its members meet the new regulatory requirements, are market-leading solutions. They ease advisers’ administrative burden and assist compliance with regulatory and best practice standards.

“It is thanks to these capabilities and the dedicated team that Kepa occupies the enviable position as the country’s leading dealer group. I am looking forward to helping Kepa build on these strengths.”

Tags: Jeff Page Kepa