Netwealth Advice Group (NAG) has named a new general manager for its Bridgeport Financial Planning salaried adviser channel.
Former ClearView general manager Cameron Cogle will be taking on the role of GM at the licensee, bringing extensive experience working with employed financial advisers.
“Cameron’s experience in leading salaried financial planning businesses including experience in practice management, paraplanning, dealer group support, technical support, financial planning operations across retail and private banking will further boost the experience in the Netwealth Advice Group team,” said NAG head Simon Micallef.
“Cameron’s extensive experience in financial services will further drive the Bridgeport business as we continue to grow this channel across the eastern coast.
“We remain committed to growing this business via acquisitions and organic growth.”Current GM Kedra Egan is on maternity leave and will remain with the NAG upon her return.
Managed accounts are key to ensuring the sustainability of an advice practice, experts have said.
Insignia believes advisers should be issued a practicing certificate by a centralised body.
The corporate regulator has put out a call, advising any person who is concerned they have received financial services from, or invested with, Ashley ...
Get the latest news! Subscribe to the ifa bulletin
Get notifications in real time and stay up to date with content that matters to you.