Australian Unity Investments (AUI) has expanded its development team with the appointment of a former Westpac financial adviser to the role of business development manager.
The funds management arm of Australian Unity has appointed Chad Brookes as the BDM responsible for business development in New South Wales.
Prior to his appointment, Mr Brookes was working as a financial adviser across a number of Westpac branches.
Mr Brookes has also worked for Wealth and Wise Lifestyle Planning and WPS Financial Group.
AUI has also hired former UK-based Morningstar BDM Charlie Wapshott as BDM for Victoria, South Australia, Western Australia and Tasmania.
Before working for the research house, Mr Wapshott was an account manager at financial software supplier Financial Express.
AUI head of distribution Damen Purcell said the new BDMs will “significantly increase the depth and breadth” of the company’s development capabilities.
“Chad brings eight years’ experience as a financial planner and client services manager to the role," Mr Purcell said in a statement.
“His experience working directly and closely with bank managers, home finance managers (mortgage brokers) personal bankers and local business bankers at Westpac will assist in his interactions in the business development role.
“Charlie’s experience representing Morningstar’s Adviser Workstation, along with its model portfolios and discretionary managed portfolios, has provided him with a good understanding of financial planning practice requirements."
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 17 Aug 2018Grandfathering is not in consumers' interests: KellBy Tim Stewart
- 17 Aug 2018Advisers can ‘professionalise’ clients’ philanthropyBy Lucy Dean and Killian Plastow
- 17 Aug 2018Standalone robo-advisers ‘will not attract’ HNW investorsBy Reporter
- 17 Aug 2018Assess super on value not fees, Rice Warner urgesBy Killian Plastow
- 16 Aug 2018ANZ taken to task over ‘misleading’ general adviceBy Reporter
- 16 Aug 2018Faith in adviser ethics fallsBy Reporter
- view all