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PLAN Australia reveals new management structure

by Staff Reporter9 minute read
The Adviser

Leading aggregator PLAN Australia has introduced a new look management team in a bid to keep pace with the changing mortgage landscape.

CEO Trevor Scott said the changes were made to give members the support they require to meet new industry challenges and take advantage of opportunities.

The restructure sees industry stalwart Brett Mansfield appointed to the position of national operations manager in what is a major step up since joining the PLAN Australia team in 2010 as manager, national broker groups.

“Brett will coordinate and manage all non-sales functions,” Mr Scott said. “This will help to free up our BDMs’ time, enabling them to invest greater focus on assisting members.”

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PLAN Australia has also boosted its numbers by appointing four new BDMs, growing broker support by 25 per cent.

With a 14-strong credit advice manager (CAM) team to call upon, BDMs should have more time to help their members adapt to NCCP compliance requirements, Mr Scott said.

“With a strong NCCP support team of 14 CAMs nationally, our members can keep abreast of their compliance requirements as well as receive ongoing guidance on business practices that will minimise the burden of compliance obligations,” he said.

“In the meantime, our BDMs can concentrate more of their time and effort on helping members to drive sales volumes and increase conversion rates.”

The management reshuffle has also seen the replacement of the five state manager roles with two regional sales managers. Michelle Middlemo has been appointed regional sales manager, north (QLD, NSW and ACT); Glenn Mitchell is now regional sales manager, south (VIC, TAS, SA, NT and WA).

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