Affinia business consultant team completed

National dealer group Affinia Financial Advisers has recruited two additional Business Consultants to complete its new consultancy team.

Nadia Docker joins Affinia as its Business Consultant in Victoria and Tasmania and Natalie Pegg is the new Business Consultant for Western Australia and South Australia. They join Kerrin Glover in NSW/ACT and Belinda James in QLD/NT.

Nadia brings extensive practice management and strategic marketing experience to the role. She previously consulted with 55 boutique practices comprising 250 advisers. She also has experience with the engagement of accountants and mortgage brokers, compliance, and designing tailored marketing solutions for advisers.

Natalie has held a number of consultancy roles with well-known institutions and also has extensive experience as a risk adviser. As an adviser she developed a robust risk offering including life risk advice, technical strategies as well as underwriting and claims services.

Affinia General Manager Craig Parker said: “I welcome both Nadia and Natalie as new Business Consultants with the Affinia group and look forward to them working across our practices to help advisers to better service their clients and grow their businesses.

“The Affinia Business Consultant role is unique to the industry because it truly brings management and practice consultancy expertise and experience to advisers rather than just focusing on traditional areas such as product and sales.”

Mr Parker said putting clients at the centre of the business is essential to the role of the financial adviser as the ever-changing social and regulatory environment continues to clearly highlight the ongoing importance of placing customer outcomes first.

“A customer centric advice business is one that is set up for the long term because it delivers optimal outcomes for clients and therefore for the practice. The days of developing practices purely around sales and products without considering the end-to-end process with the client at the centre should become a thing of the past.”

Mr Parker said because Affinia is a specialist life insurance and risk group, its Business Consultants understand the evolving needs of risk practices.

“As the Affinia group works to build partnerships for its practices, Nadia and Natalie’s experience in strategic engagement with mortgage brokers, accountants and consultancies to help them build a financial services offering is a perfect fit for our model,” Mr Parker said.

The team of Business Consultants works with more than 100 advisers across the Affinia group of practices.