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.
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.
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.
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.
Sign up for exclusive access
To receive exclusive business insights and professional growth tips, plus unlimited viewing access for our No More Practice reality TV series, sign up for our e-newsletter today!
Featured: Opt-in draft patronising and .....
Latest Twitter Updates
firstname.lastname@example.org 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