Margin lending specialist Leveraged has appointed a new head of sales, which comes after the company launched a new business model to meet adviser needs.
In a statement yesterday, Leveraged said its business development managers have been granted more “decision-making authority at a regional level to better understand and meet partner and adviser needs”.
As part of the strategy, Leveraged has appointed former head of distribution financial planning Keith Hilsdon to the role of head of sales.
“Our unique market-based team distribution model now provides us with engagement depth and the flexibility to be more responsive in meeting the needs of our partners and advisers,” Mr Hilsdon said.
“The new business model lays the foundation to assist more Australians in reaching their financial goals.”
“Our key focus is to educate advisers and their clients around appropriate gearing strategies that are applicable to their situation and their financial goals,” Mr Hilsdon added.
“We are further committed to continuing to provide regular multi-media productions, webinars, contemporary articles, trading notes and presentations across the industry and continuing to share the technical and research excellence and experience of our in-house business leaders.”
The number of advisers has hit a new low, shrinking below 19,000 as of 23 September. ...
The advice sector has reason to be optimistic about the future of the industry, according to the Association of Financial Advisers (AFA) national pres...
The Australian Small Business and Family Enterprise Ombudsman (ASBFEO) has applauded the decision by the Commonwealth Bank (CBA) to lower costs incurr...