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Showing 1 - 4 of 4 results for "Kelli Willmer"

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... implementing basic and complex advice than those who use it less frequently. Iress chief executive, wealth, APAC Kelli Willmer said the report allows advisers to view the bigger picture and recognise areas to improve. "The Advisely Index results demonstrate ...

Hostplus launches digital advice platform

ANDREW MCKEAN  |  MONDAY, 9 SEP 2024
... for Hostplus and potentially for the broader superannuation industry." Iress executive general manager for wealth Kelli Willmer said SuperSmart was created to support the industry to solve the advice gap, leveraging technology and data to deliver engaging ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... professional development programs and events to Count's advisers. Iress executive general manager for wealth APAC Kelli Willmer said: "We look forward to continuing to work closely with key customers like Count to evolve our software and service ...

Iress adds new operations, customer service leaders

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
... the wealth business. In the newly created role of chief customer officer for wealth in Australia and New Zealand, Kelli Willmer is responsible for client engagement, account management, business development, client solutions, and product support. Willmer ...
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