With over 30 years’ experience in financial services, Annick Donat has been active in her advocation for financial planning and technology, often supporting and mentoring emerging entrants to financial services. Her expertise spans across governance, strategy, distribution, business and practice development, licensee services and operations management.
With a predilection and curiosity for innovation, Annick believes great advice can change lives. It’s these values that led her to become Chief Executive of Madison Financial Group in 2017 where she strives to empower consumers through great advice. With her active and influential voice in the financial services industry, Annick sits on various industry advisory boards including, but not limited to, Advisory and Director roles with Not-for-profit organisations.
Annick has joined Asendium’s Advisory Board to share her experience and expertise in financial planning, technology and consumer-to-financial planner experiences, to assist the team in working towards their long-term vision of providing financial planners with the tools to deliver next day, comprehensive and personalised advice.