Count announces new Head of Professional Standards

Count has announced the appointment of Phil Creswell as our new Head of Professional Standards.

Creswell brings vast experience to the role, having sat on the FPA Professional Conduct Committee, been a member of the Financial Planning Advisory Committee  to the Board of the Financial Ombudsman Service, and Governor and Secretary of the Institute of Internal Auditors.

He has a Bachelor of Commerce, is a Chartered Accountant, has completed the AICD program, has a Diploma in Financial Services (Financial Planning) and certification with the Governance, Risk and Compliance Institute.

“Phil has been a passionate advocate for quality financial advice and brings a wealth of experience and technical skills, but importantly he has strong people skills,” CountPlus CEO, Matthew Rowe, said.

“He fits our family photograph. This is important as we build our team and our culture around our values as an organisation. Phil is someone that brings gravitas to this mission critical role.”

Rowe and Creswell were involved in writing the FPA’s first code of ethics and professional standards. This code and professional standards framework have been exported globally through the Global Financial Planning Standards Board.

In his most recent position, Creswell led a national team of 17 compliance professionals with responsibility for 700 financial advisers at IOOF. He previously worked for KPMG in London, and Price Waterhouse.

Creswell joins Count on Tuesday 14 April.

LIKE TO KNOW MORE?

 

Information submitted in this form will not be supplied to a 3rd party. For more information view our privacy policy.