The Players: The Judges

Three of Australia’s most respected names in the finance industry pass judgement on the vendors and their businesses. The judges cast a critical eye over the process and give expert insight to any adviser considering selling or growing value in their own practice.

Marianne Perkovic

Executive General Manager, CBA Wealth Management Advice

Marianne is the Executive General Manager Advice. In this role she is responsible for Commonwealth Financial Planning (CFP), BW Financial Advice, Financial Wisdom, Whittaker Macnaught and Count Financial, as well as the related licensee group support areas.

Matt Englund

Managing Director, Securitor & Licensee Select

Matt is responsible for the Securitor and Licensee Select advice businesses within BT Financial Group. Matt has more than 15 years’ experience in the financial services industry and is leading the development and implementation of BT Financial Group’s strategy to attract, develop and retain practices and advisers.

Steve Davison

Executive Director, Genesys Wealth Advisers

Steve is Executive Director Genesys Wealth Advisers. He is often quoted in the media for his succession expertise and also appeared as a judge in the first series of evoTV’s reality TV program; No More Practice.

Featured: Opt-in draft patronising and .....

In the lead up to the launch of No More Practice Season 2, AFA CEO, Richard Klipin, takes aim ...

Latest Twitter Updates

Comments

"Productivity for busy advisers."
murray@mckinleyplowman.com.au on How very productive advisers focus only on their core business

"Agree Vanessa, finding and appointing the right Board members is critical for business growth and ..."
Steven Browning on The 3 reasons why paying a board will pay off for you

"Not only the cost of licensing, but a mountain of consumer protection documents required to ..."
Jason McFadden on How practices can build scale around SMSF offerings

Poll Question

Post FoFA, will accountants, brokers and advisers all eventually merge?

View Results

Loading ... Loading ...