6 minute read

PEOPLE

Loan Market names new CEO

Amanda Savill

Amanda Savill

Loan Market has hired a senior figure from ANZ as its new chief executive, replacing industry veteran Brian Greer who is stepping down from his role.

Amanda Savill will take on the top job, the adviser business said.

Savill most recently worked for ANZ as head of its retail branch network in the North Shore, Auckland. She will start on November 23.

She has worked in the financial services sector for more than 20 years in a number of roles, including head of general insurance at ANZ.

Loan Market's appointment comes months after Greer confirmed he would step down from his role to spend more time in Dunedin.

Executive chairman Sam White said Savill was “an outstanding addition to the group”.

“She keeps the customer front-ofmind in everything she does, while her Executive MBA and National Certificate in Financial Services will allow her to implement our vision on the ground.

“Her interest and background in corporate innovation and technology, in particular, will be an excellent asset for the group as we reinvent the broker offering through digital engagement.”

White thanked Greer for his tenure in the top job.

“Brian has laid a tremendous platform from which Amanda can take the group. [He] has made the transition as seamless as possible. We foresee continued growth and innovation ahead.”

ANZ re-appoints Penny Burgess as broker boss

Penny Burgess

Penny Burgess

Penny Burgess is to return to an adviserfacing role at ANZ New Zealand as part of changes at the nation's biggest lender.

ANZ has confirmed Burgess' appointment as general manager, specialist distribution and insurance.

Under the new title, Burgess will look after the mortgage adviser and mobile mortgage manager channels at ANZ.

The bank said Burgess would also lead ANZ's insurance partnerships.

News of Burgess' appointment was well received in the adviser industry. One experienced broker said the news was "great for advisers" who deal with ANZ.

Burgess has been with ANZ for almost 20 years, holding a variety of senior level roles.

She has been involved with a number of industry task forces such as the NZ Bankers' Association where she chaired the compliance committee and was involved with the initial Credit Contracts and Consumer Finance Act changes.

According to her LinkedIn page, Burgess has previously been head of specialist distribution, a regional manager, and programme manager.

Burgess was also head of the lending services centre at ANZ National Bank, and holds a bachelor of commerce degree from Victoria University of Wellington, and a GAICD from the Australian Institute of Company Directors.

Big bank broker boss retires

Marc Oliver

Marc Oliver

The head of third party distribution at one of the big four banks has decided to retire after years in the role.

After a 40 year career at ASB Marc Oliver has announced his resignation from the bank.

Oliver has headed up third party distribution at the bank for around 15 years, taking over from one of the founders of mortgage broker distribution, Tom Roberts.

Oliver leaves the role in three weeks’ time and ASB have advertised internally for a replacement.

Over the years he has attended dozens of mortgage adviser group conferences and made his final appearance at the recent Mortgage Link conference in Wellington.

In a short speech at the conference dinner Oliver said there was no specific reason why he decided to leave the role other than that it felt like the right time to move on.

He said it has been "an amazing ride" with lots of highs and lows.

Over the next six months he doesn't plan to do much, other than to spend time at his bach at Waihi Beach. He plans to return to the work force in the future, but in what role is undecided.

Oliver finishes up on December 4.

New Development Manager at Mortgage Lab

Brett Davies

Brett Davies

The Mortgage Lab has promoted current adviser Brett Davies, to learning and development manager for the company.

Brett will be training new and existing advisers, facilitate workshopping difficult deals between other Mortgage Lab advisers and maintaining the company's internal bank-policy comparison software. Currently, Mortgage Lab has 19 advisers nationwide.

Mortgage Lab said Brett is “highly respected by the BDMs and his appointment is another step towards achieving the highest level of applicationquality in the coming compliance regime”.

Double hire at Avanti

Jean Teariki

Jean Teariki

Avanti has taken on two new hires Jean Teariki enters a new role with Avanti Finance as finance executive in the property team.

“Jean has been a part of our topups team for many years and has demonstrated an excellent understanding of both the lending environment and the needs of our introducers in her tenure here. We are very excited to welcome her to the property lending team,” the company said.

Matt Thomas

Matt Thomas

Matt Thomas also joins Avanti Finance as the Auckland representative of the business development management team.

“Some advisers will already know Matt, as he has transitioned from our business finance team to join our growing property team. His experience and knowledge of the adviser space places him in a strong position to assist our introducers,” Avanti Finance said.

Mike Pero Mortgages makes new hires

Eric Williams

Eric Williams

Mike Pero Mortgages has welcomed a new network sales manager. Eric Williams becomes network sales manager for the northern region.

Formerly at BNZ, he brings a wealth of knowledge and experience with 25 years in the banking and finance industry.

MPM said: “The MPM network is growing fast – with 102 advisers and counting. Eric’s expertise in building and fostering networks is invaluable to support our advisers on the path to success.

“Eric loves working with business owners and is passionate about mentoring and coaching advisers to reach their business growth potential.

“Having the knowledge about ongoing industry changes enables me to help advisers adhere to regulations while focusing on achieving growth.”

Bernardita Covos Cox

Bernardita Covos Cox

Mike Pero Mortgages has also drafted in a number of new advisers.

Waihi franchise owner, Jacob Annals welcomes Bernardita Covos Cox to Waihi.

MPM said: “Fluent in Spanish, French and English, Bernardita is a strong communicator and is inspired by helping people reach their financial dreams.”

Helen Fraser

Helen Fraser

Joining Timothy Ross' team in Tauranga is new mortgage adviser Helen Fraser.

MPM said: “With 30 years’ experience in banking and finance, Helen’s vast knowledge and passion has helped many Kiwis achieve their financial goals. When not at work, Helen is enjoying everything the Tauranga region has to offer.”

Elena Silaeva

Elena Silaeva

Wellington franchise owner Zebunisso Alimova is joined by new insurance adviser Elena Silaeva. Prior to joining the Mike Pero team, Silaeva worked at Tower Insurance and is “passionate about providing customer-focused solutions”, the company said.

Amy Vu

Amy Vu

Jumping on board John Robinson’s team in Auckland is new mortgage adviser Amy Vu. Before joining Mike Pero, Vu worked in real estate and brings a wealth of knowledge and understanding to the home buying process. Originally from Vietnam, she has lived in New Zealand for 10 years and in her spare time enjoys practising yoga. ✚