Intelliflo has recruited Geoff Rogers as its first local head while it looks to expand into the Australian wealth management market.
Mr Rogers was most recently MLC’s acting group executive for advice, with responsibility for overseeing the strategy and transformation of the advice division. He will be based in the newly-established Sydney office and report to Johann Koch, chief sales officer for the UK and Australia.
“Geoff is an important addition to our global business and his extensive experience and expertise will further strengthen our capabilities to support Australian financial advisers with the most advanced open architecture solutions to grow their businesses,” said CEO Nick Eatock.
“Financial advice has never been more important, and all our data shows that the pandemic has dramatically accelerated the adoption of technology by both advisers and their clients. We are excited by the opportunity and responsibility we have in helping Australian financial advisers and their businesses thrive.”
Prior to his time as acting group executive for advice, Mr Rogers was general manager of wealth distribution. He has also held the role of general manager for NAB financial planning and general manager for insurance and investments at the Bank of New Zealand.
“I am truly excited to join intelliflo and build the business in Australia. Intelliflo’s growth comes at an exciting time for the industry given the level of technology adoption we have seen across the industry,” Mr Rogers said.
Intelliflo provides technology solutions to some 30,000 advisers globally and claims US$900 billion in funds under advice across its platforms.