Virtual Business Partners expands business development team with new hire

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Virtual Business Partners (VBP) has created a new business development manager (BDM) role in its team as it broadens its business development capabilities. VBP provides off-shore specialist assistance and support to Australian-based financial planning firms and was founded in 2013 by financial advice industry veterans David Carney and David Deegan.

Cassandra Thong has been appointed to the newly created role. She will work closely with Andrew Rocks, who has been the Head of Partnership and Business Development since January 2020.

Based in Sydney, Ms Thong has more than 25 years of experience in the financial planning industry, with her first 12 years spent running her own financial planning and mortgage broking business. Ms Thong joins VBP from Capify Australia where she was a Senior BDM. Prior to that, she was the National Partnership Manager for Sydney-based advice firm Milyar.

Ms Thong will work with new and existing clients to assist with building out each financial services practice’s capacity and capability and assist them with achieving their strategic goals.

David Carney, chief executive officer of VBP, said Ms Thong’s extensive knowledge of financial planning and mortgage broking will be a useful asset to the business as it expands its strategic capabilities.

“Cassandra has established strong relationships and networks within the industry. She comes from a strong business development and relationship management background and has a solid understanding of Australian clients and business,” Mr Carney said.

“Cassandra’s knowledge and experience will be invaluable to VBP as we integrate the financial advice administration, paraplanning, mortgage broking administration and bookkeeping team members and critical infrastructure we have developed over eight years across 950 team members.”

The appointment of Ms Thong follows the hires of Lia Gunawan as Strategic Relationship Manager and Hannah Pike as Client Services Specialist earlier this year. Ms Gunawan is tasked with refining and enhancing VBP’s strategic relationship management framework while Ms Pike is developing VBP’s financial planning assistants across complex administrative tasks.

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