DISCOVERY LURES FORMER ANZ PLANNER
By Chris Kennedy on 8 August 2011 – Money Management
A former star ANZ financial planner has credited the support offered by AXA/AMP’s Discovery program as a key part of the reason she decided to leave the security of a bank planning role to start up her own business as a Charter Financial Planning principal.
MMA Financial principal Melissa Azzopardi said that after being initially contacted by Discovery they spent a lot of time working out a model that was suitable for her and helping to initiate that.
A business sign-up allowance also helped to cover some of the initial costs such as marketing and office equipment, but a major part of the appeal was knowing that that backup was there if needed until the business was established, she said.