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Darren Whereat is the General Manager, Advice at IOOF. He joined IOOF as part of the October 2018 acquisition of ANZ’s Wealth Management Advice licensees. Darren has over 20 years’ experience in the financial advice industry and is a Certified Financial Planner®.
Well, what a whirlwind year! As far back as I can remember, there hasn’t been another year like it. 2019 has proven itself to be one of the most eventful and defining years for the financial advice industry. In this dynamic environment, IOOF has continued to be a strong advocate of the benefits of quality financial advice and remains committed to the financial advice industry.
As we move into 2020, I remain positive about the industry’s long-term prospects as more Australians seek financial advice to fund their lifestyle goals and protect their assets. With an enhanced governance and assurance program already active among our advisers, 2020 will see us refocus on enhancing our client engagement technology and making the collection, transfer and exchange of data a more seamless process for everyone involved.
Finally, on a personal note, I’d like to wish all of you a safe and happy holiday season while you recharge your batteries in readiness for the opportunities ahead in 2020.