Dealer group makes five appointments
Guardian Advice has appointed five new people, including a state manager for NSW and the ACT, according to an announcement from the risk specialist dealer group.
Guardian Advice has “boosted” the strength of its team with the new appointments, according to the announcement.
Mark Kevin has been appointed NSW and ACT State Manager to develop and enable advice businesses to offer financial advice and risk services to targeted client segments.
“He brings broad experience in managing an equity partnership model – a key strategic area Guardian is focusing on over the next 12 months,” according to the announcement.
Brent Bevan has been appointed research analyst, with responsibilities including Guardian’s approved product list and providing technical and strategic guidance. Bevan was most recently an analyst with Perpetual’s investment research and analytics team.
Jennifer O’Brien, NSW and ACT practice support officer, is now responsible for relationship management and managing the administration and operations of Guardian’s NSW and ACT region. O’Brien joins Guardian from the Suncorp Group’s Standard Pacific business.
New event and communications specialist Abby Fields manages Guardian’s events calendar and event agendas across the states, with events including state conferences and FOFA workshops.
In addition, Theodora Terzis, COIN Technology specialist, learning a development, has responsibility for designing, facilitating and delivering COIN technology training to advisers and their support staff.
The appointments follow Guardian Advice announcing a strategic partnership with Zurich Australia, the sixth insurance product provider on Guardian’s Preferred Partner Panel.
‘You had an expectation that has changed’: AMP
EXCLUSIVE AMP’s new advice executive has explained his position on BOLR, pract...
FPA welcomes new Senate fintech committee
The Financial Planning Association of Australia has backed the establishment of ...
AFCA to name and shame from October
The Australian Financial Complaints Authority (AFCA) will begin naming firms in ...