AFA CEO steps down

SYDNEY: 4 January 2022 – The AFA’s Chief Executive Officer, Helen Morgan-Banda, has chosen to step down and will be returning to New Zealand.

The AFA President, Sam Perera said “The Board of the AFA would like to thank Helen for her efforts over the last five months and respect her decision to return to her homeland during an unprecedented period of global uncertainty.”

The AFA’s General Manager Policy and Professionalism, Phil Anderson, who acted as CEO for nearly six months during 2021, will be taking on the responsibilities of CEO.

Helen Morgan-Banda said “I would like to thank the AFA for the opportunity to contribute during a time of great change for the sector, advisers and the Association. However, the ongoing uncertainty surrounding access to New Zealand and between states in Australia because of the Covid-19 pandemic, particularly the Omicron variant, has meant that I have decided I wish to go to Melbourne to be close to family before returning to my home country, and family there, when the border allows.”


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About the AFA

The Association of Financial Advisers Limited (AFA) has been the authentic voice on the value of financial advice for over 75 years. Today, the AFA is a vibrant, innovative association, where the underlying driver of policy is the belief that great advice transforms lives. To this end the AFA is striving to achieve the vision of Great Advice for More Australians. The AFA’s ongoing relevance as a professional association is derived from its success in engaging with the major stakeholders in financial advice including advisers, consumers, licensees, product and service providers, and the regulator and government. Culturally the AFA believes in the value of collaboration to create powerful outcomes and this drives how we achieve influence and work towards our vision.