Introducing our new CEO

by PLAN Australia October 12, 2016

959-224 medium resWe’re pleased to announce that Anja Pannek has been appointed CEO of PLAN Australia and Advantedge Financial Solutions (AFS). This follows the recently proposed integration of the two businesses and marks our next phase of growth.

Anja has 25 years’ commercial experience and a deep understanding of the third party distribution industry, having held a number of senior industry roles over a 12 year period.

Currently the chairperson of PLAN Australia and a director of BLSSA, Anja has been with NAB since 2009, most recently as CFO for NAB’s personal bank division. She also played an integral role as part of the Challenger management team during their original acquisition of PLAN Australia.

NAB EGM of Broker Partnerships, Anthony Waldron said her industry experience and appreciation of PLAN Australia provided a strong foundation to build and deliver our next wave of growth.

“We’re delighted to welcome Anja to the role of CEO PLAN Australia. Anja has been a member of the PLAN Australia and Advantedge family for over a decade and has already played a key role in our evolution.

“She’s keen to hit the ground running, to help us embark on our next phase of growth and to empower brokers for long-term success. I am also pleased that Anja’s appointment marks an important milestone, with her being PLAN Australia’s first female CEO.”

Enhanced support for integrated broking and planning businesses

In early September 2016, we announced our proposed integration with AFS, allowing brokers to work more closely with their wealth counterparts and enabling PLAN Australia brokers to continue to evolve and diversify.

Through experience we believe debt is at the core of many wealth strategies. The integration represents our focus on providing a holistic debt and wealth advice service for those brokers who have ambition and interest in diversifying their offering and income streams. We’ve had a long standing relationship with AFS for a number of years and our strategic partnership with the firm, as a business that works with financial advisers to meet the needs of customers, is a natural fit.

Since PLAN Australia’s inception 17 years ago, our vision of an integrated broking offer to promote business growth has evolved.

Our next phase of growth is to strengthen and enhance our technology and training to further help our brokers through continued investment. We will also continue to provide individual support and advice to all brokers, including those running integrated broking and planning businesses.

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