Friday 12th March 2010
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Tracey-Lee Pettifer has joined Perpetual Portfolio Management (PPM) in the role of Head of Adviser Services. Pettifer was previously with AMP running the investment product team and before then ran the adviser support team with ASB.
PPM is part of the Perpetual Group owned by PGC Ltd, also the parent company of Marac and Perpetual Trust.
The appointment of Pettifer adds more technical depth to a growing team at PPM. PPM believes the provision of adviser support services is essential to its future growth plans. The aim is to add on another 15 advisers throughout NZ by the end of the year.
Pettifer says that the scope for the provision of high quality planning and investment services to advisers is in great demand in New Zealand, with emphasis on allowing advisers to go about the job of providing advice, rather than becoming snowed under by compliance requirements that whilst essential, have the potential to be time consuming. That is where professional adviser support will be critical over the coming years.
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