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AFS appoints new head of contemporary wealth management

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AMP Financial Services (AFS), an Australia-based provider of financial planning advice, insurance, retirement and investment products, has appointed Patricia Montague as director contemporary wealth management products, effective 12 August.

 
Montague will be responsible for a number of AMP’s superannuation and retirement products, including its flagship AMP Flexible Super, and will work closely across all areas of the business including sales, distribution, marketing, product, pricing and investments.
 
Montague joins AMP from the Commonwealth Bank of Australia (CBA) where she was the general manager of retail customers and transformation. In this role Montague was responsible for customer satisfaction, strategy, revenue, and market share across small business, youth, premier and migrant customer segments.
 
Prior to that, Montague was head of retail bank transformation at CBA. She was responsible for the change transformation plan related to the core systems replacement programme for the retail bank.
 
Rob Caprioli, director of banking and wealth management products, says: "I am very pleased Patricia will be joining AMP’s contemporary wealth management team. She has a strong retail and customer focus and a track record in improving product, sales and distribution capabilities across different customer segments.”
 
Montague replaces former director contemporary wealth management products Chris Jansen. Jansen has moved to a compliance project team set up to prepare for the implementation of Stronger Super.

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