Candice Spence

The Association of Financial Advisers (AFA) is pleased to announce the appointment of Candice Spence to the role of General Manager, Marketing and Cameron Burne to the role of General Manager, Partnerships, with both joining the AFA senior leadership team.

Candice has more than 25 years’ experience as a marketing and communications executive in the financial services sector, primarily in the areas of financial advice, superannuation, investments and trustee services. She has held a number of senior marketing roles at BT and Zurich and most recently headed up marketing at the IOOF group.

Cameron has over 25 years’ experience in the financial services industry, specialising in wealth management, insurance and superannuation. During his career Cameron has held financial adviser, business development and account management roles. Most recently, he was a Partnership Manager with AMP Financial Planning.

AFA Acting CEO, Phil Anderson said, “We are delighted to be welcoming Candice and Cameron to the AFA team. They are both highly skilled, seasoned professionals that join the AFA as we celebrate our 75^th anniversary and build on our solid foundations. They will be integral to helping the AFA achieve its strategic objectives and mission to support our essential and valuable advice community.”

Candice started with the AFA in April and Cameron was appointed in March.

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The appointments are a part of the broader reshape of the business, allowing IOOF to be ‘fit for purpose’ both now and in the future, as the company enters a new phase of its transformation.

Key changes made are:

• Mr Frank Lombardo will assume the role of Chief Operating Officer
• Mr Darren Whereat will assume the position of Chief Advice Officer
• Mr Mark Oliver will take the new title of Chief Distribution Officer

On the changes, Mr Renato Mota, IOOF Chief Executive Officer, commented: “These promotions and changes to the Executive Team are designed to better align our teams and reflect the integration of the recent acquisition of ANZ’s Pension and Investments business (P&I). This marks the commencement of an exciting new phase of IOOF’s development.

“We are building solid foundations for IOOF’s future success. Through a purpose-led culture we continue to challenge ourselves to deliver better outcomes for clients and members. The recent increase in our size and scale through the P&I acquisition has improved our ability to invest in and deliver market leading solutions, offering more value to our clients.”

Mr Lombardo’s change in role reflects a focus on the integration of P&I as well as continued ClientFirst transformation. Mr Mota commented, “The operations function will now encompass new areas, including Transformation & Integration, a new Commercial Management capability and supporting ClientFirst thinking adoption across the IOOF enterprise.”

As Chief Advice Officer, Mr Whereat is to continue to have carriage of the Advice business, ensuring consistency and further cementing the central role advice is set to play in the company’s future strategy. Mr Mota commented that, “Mr Whereat assuming the role of Chief Advice Officer reinforces the importance of financial advice to IOOF’s strategy and in particular the transformation of advice delivery.”

Mr Oliver taking the new role of Chief Distribution Officer reinforces the increased scale and scope of IOOF’s product and client businesses following the completion of the P&I transaction as well as incorporating responsibility for Group Marketing. Mr Mota said, “Mark’s new role reflects the importance of and opportunities from the continued development of efficient and engaging solutions for advisers, investors, members and employers.”

As part of these changes, Mr Mota announced that Candice Spence, Head of Marketing, has chosen to leave the company after 14 years with the organisation. Commenting on Ms Spence’s departure, Mr Mota said, “I would like to sincerely thank Candice for her significant contribution during her time at IOOF. Candice has successfully led the marketing and communications effort for 14 years through numerous acquisitions and integrations.”

The aforementioned appointments are effective immediately.

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