I am delighted to be able to tell you that Kepa has appointed Brendon Neal as its new Chief Executive Officer to replace Kepa founder Jeff Page, who announced his retirement earlier this year. 

Brendon, who is well-known to many of our members and partners, is a successful financial services leader with the experience drive and commitment to lead our organisation on its next phase of growth. 

He brings to Kepa a depth of expertise in advice, financial products, underwriting and knowledge of financial services distribution as well as strong relationship skills and a successful record of leadership.

He has more than 20 years of experience in life insurance and wealth management. In his early career he was a Senior Underwriter with AIA in New Zealand and eventually became the Chief Underwriter. He then moved into distribution, first with ING and then with ANZ, where he held various senior roles. Most recently, he led the internal and external adviser channels for ANZ Wealth. 

Brendon is a skilled professional with a deep understanding of advisers’ needs and is uniquely placed to lead Kepa in its core mission of enabling its members to build better and more profitable businesses. 

Kepa enables advisers to focus on what they do best; building relationships with clients and then helping them to manage their needs. The impending transition of regulatory responsibility from individual advisers to Financial Advice Providers, makes Kepa’s advisory solutions more relevant than ever.       

Kepa’s customer relationship management tools and programmes such as Fit4Licence, through which Kepa will be able to assist its members to meet the new regulatory requirements, are market-leading solutions. They ease advisers’ administrative burden and assist compliance with regulatory and best practice standards. 

It is thanks to these capabilities and the dedicated team that Kepa occupies the enviable position as the country’s leading dealer group. I know Brendon is looking forward to helping Kepa build on these strengths. 

Brendon starts his new role with Kepa on 25 June 2018 and I look forward to personally introducing you to him.

  

Yours faithfully,                    

 

David Johnstone

Chairman

0061 410 585 595

david@experti.com.au      

                                                     

2018-06-14T09:43:00+00:00 June 14th, 2018|Public|