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PLAN seeks new CEO

A leading aggregation business is recruiting for a new CEO, following the news that the current CEO will step down as the business integrates with another company.

Leading aggregator PLAN Australia announced that its CEO Phil Quin-Conroy will step down from his role to “pursue other opportunities”, as the business integrates with sub-aggregation company Advantedge Financial Solutions (AFS).

No other details of Mr Quin-Conroy's departure have been released.

According to a spokesperson for PLAN Australia, the new business arrangement will “see the incorporation of AFS into PLAN Australia, which will continue under the name PLAN Australia”.

The decision to integrate the two National Australia Bank Group companies was taken in a bid to help PLAN brokers “work more closely with wealth counterparts” and “continue to evolve and diversify their offering”.

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Anthony Waldron, PLAN Australia chairman, commented: “Some of the benefits we expect from this integration include increased head office resources to support the growth of PLAN Australia and increased investment in the Podium platform to better service our brokers and their customers.”

Mr Waldron said that the change “provides the chance to consider new challenges” and added that the recruitment process for a replacement is ongoing.

Speaking of Mr Quin-Conroy's departure, Mr Waldron said: “Phil has been a huge part of the PLAN Australia journey, starting in 2010 when he led the development and strengthening of the Podium platform, before taking on the role of CEO over three years ago, where Phil has driven a legacy of growth.

"We wish Phil all the very best in his next chapter and thank him for his enormous contribution to the shaping and evolution of PLAN Australia.”

PLAN seeks new CEO
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Annie Kane

Annie Kane is the editor of The Adviser and Mortgage Business.

As well as writing about the Australian broking industry, the mortgage market, financial regulation, fintechs and the wider lending landscape – Annie is also the host of the Elite Broker and In Focus podcasts and The Adviser Live webcasts. 

Contact Annie at: This email address is being protected from spambots. You need JavaScript enabled to view it.

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