Centrepoint Alliance (ASX:CAF) has announced the appointment of Farisha Cabrera to the role of Head of Business and Operations, Enzumo.
Ms Cabrera was previously Senior Product Manager, Financial Planning at Morningstar and also spent four years at Centrepoint Alliance, most recently as Head of Advice Technology. Ms Cabrera has also held roles at TAL Life and Iress.
Ms Cabrera will oversee financial planning technology solutions business Enzumo, which was acquired by Centrepoint Alliance in June 2020. Ms Cabrera will report to Kate Anderson, Executive, Advice Services and Solutions.
Commenting on the hire, Ms Anderson said: “We are delighted to welcome Farisha to Enzumo. Farisha has extensive experience in delivering market-leading advice technology, as well as leading teams that provide exceptional training and support for advisers.”
Ms Cabrera said: “Having acted ahead of COVID-19 to develop greater technology-based services, Centrepoint Alliance is leading Australia in its strategic approach to advice technology and I am very excited to be a part of this.”
Enzumo is the leading provider of financial planning software consulting, customisation and workflow solutions, and e-learning management solutions to the financial planning and advisory industry. Its clients include mid-tier wealth institutions, dealer groups and financial advisory practices.
“Enzumo has a very high-quality team and I am looking forward to working with them and helping to drive the continued expansion and success of the business,” Ms Cabrera said.
Ms Anderson said investment in technology remained a key strategic priority for Centrepoint Alliance.
“In addition to the Enzumo acquisition, we have made a number of significant investments in technology in recent years, including the introduction of Centrepoint Connect and the development of the Centrepoint Alliance Practice Dashboard,” she said.
“We remain committed to continuing to deliver cutting-edge technology solutions to both authorised representatives and self-licensed businesses and leveraging our scale advantage to further build on our capabilities.”
