Roger has over 15 years’ experience working with financial intermediaries, including financial advisers, networks, service providers and insurance brokers. Roger’s main focus is working with the adviser networks and service providers, which gives him an intimate insight into the challenges of delivering financial advice including compliance, creating central investment propositions for differing client segments, consolidating financial planning tools and the advice process.
As Head of Intermediary Sales he is responsible for building partnerships with Defaqto’s clients, working with them to understand their business challenges and matching our suite of products, solutions and consultancy services to help them achieve their goals.