BT Financial Group has moved one of its dealer group executives to head up licensee development, following the departure of Annick Donat.
A BT spokesperson confirmed Ms Donat’s departure yesterday, telling InvestorDaily that national manager, licensee and offer development, Jessica Brady is now acting in the role.
Ms Donat was previously head of strategic growth at BT-aligned dealer group Securitor, and before that held senior roles and MLC and NAB licensee Godfrey Pembroke.
The outgoing head of licensee development is a noted expert in financial advice practice management.
“I'm passionate about the financial advice industry as I believe great advice changes lives,” says a statement on Ms Donat’s personal LinkedIn page.
“Having worked with many financial advisers during my career, I've had first hand experience on the positive impact these men and women have had on the Australians they coach and mentor.”
The balance sheets of the big four banks are increasingly exposed to residential mortgages, as other forms of revenue generation become less...
New data reveals Australian investment banking activities generated US$1.4 billion in the first nine months of the year, a decrease of 27.9 ...
Bloomberg has announced US equity benchmark capabilities that will form the basis of its new ESG index family of investment products. ...