Strategi Group has announced a major leadership change, appointing two independent directors and a new CEO.
David Whyte and Joy Marslin will join as independent directors and Dan Bell as Chief Executive.
Whyte and Marslin each have over 30 years’ leadership experience in New Zealand and Australia.
Bell joined Strategi in January and brings over 15 years’ experience in leadership and client facing roles with global foreign exchange business HiFX (recently re-branded to XE.com) and ANZ.
“I am extremely excited and privileged to be joining Strategi Group at this time of huge regulatory change for the financial advice sector and the increasing scope of AML compliance in New Zealand,” said Bell, who has spent the last month visiting clients and industry stakeholders.
“No one ever looks forward to regulatory change and compliance. I know first-hand from managing the client facing operations of a qualifying financial entity (QFE) and an Australian Financial Services (AFS) licence holder with more than 40 advisers and a huge AML programme, that compliance isn’t fun, but it can be easy if you get good advice and have the right people, training and systems in place,” he said.
Strategi founder David Greenslade will continue to support the business and its clients.