ASVWFS senior leadership team bolstered by appointment of Joe Botte
Announcement posted by Joe Perri & Asociates 23 Aug 2021
ASVW Financial Services Pty Ltd (ASVWFS) CEO Stuart Abley has announced that the group’s senior leadership team has been significantly bolstered by the appointment of industry stalwart Joe Botte as Executive Director.
In welcoming Joe to the boutique national dealer group, Stuart Abley said he was especially pleased, as they had worked together previously, and had been a very successful duo running and managing successful AFSLs from 2002 to 2012.
“Joe is a very committed and effective executive with an extensive financial services career and reputation for delivering significant business results”, said Stuart Abley.
“His appointment reflects the ASVWFS’s commitment to our network of advice practices and the very important contribution he will provide in supporting the group’s long-term strategic business aspirations and marketplace offering.
Joe Botte has over 30 years' experience in financial services having held senior and leadership roles in the areas of marketing, operations and strategic management within a range of companies, including IOOF, Zurich and AXA.
In his most recent role prior to joining ASVWFS, he was CEO of Consultum Financial Advisers where he managed and grew the AFSL’s network of advisers by more than 80% to over 190 practitioners, representing in excess of $9.5Bn of FUA.
Joe also holds a Bachelor of Economics (majoring in Marketing) as well as an Advanced Diploma of Financial Planning and is a Certified Financial Planner® professional.
Commenting on the factors that influenced his decision to join ASVWFS, Joe said he was genuinely excited about joining the group and helping the AFSL achieve its enormous potential.
“Most importantly, it was an opportunity to join a progressive, boutique AFSL with no legacy issues or anchors to the past by being technology, product and investment platform agnostic”.
Joe added, “As Executive Director, I will be able to contribute to the strategic direction of group, but also to develop and deliver practice management tools, technologies and back office systems for our national advice network”.
Adding value to advice businesses via coaching programs and productivity improvement workshops with an emphasis on improving practice profitability are other activities that Joe will focus on.
Stuart Abley concluded, “Managing growth and most importantly, building an organisation based on ‘sharing value’ that includes exit and succession options are our key drivers.
“We are determined to build success on the productivity growth of our advice network and differentiation from other licensees via a very clear vision of the future and a collaborative corporate model dedicated to servicing the needs of advice businesses and their clients”.
“With Joe’s extensive financial services experience and strong track record, together with the benefit of having successfully worked together previously, I’m confident ASVWFS is well-positioned to be the AFSL of choice in the post FoFA era”.
Issued by ASVW Financial Services www.asvwfs.com.au
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About ASVW Financial Services Pty Ltd
ASVW Financial Services Pty Ltd (ASVWFS) is a national boutique Licensee headquartered in Melbourne.
Established in 2020, ASVWFS sets itself apart from its competitors by offering a true business growth strategy that allows advice practices to maximise the value of their business while delivering quality advice outcomes to their clients.
ASVWFS provides opportunities for practice owners to join ASVWFS at a variety of different entry points depending on the size and maturity of the existing business, and the goals of the principal.
As an Australian Financial Services Licensee, ASVWFS provides its national advice network with professional and effective licensing solutions, access to market leading technologies and succession pathways for businesses seeking to exit in the short to medium term.