Managed discretionary accounts provider Implemented Portfolios has announced the appointment of a new national manager for marketing and communications as well as an independent non-executive director.
Naomi Christopher will be the national manager – marketing and communications, Implemented Portfolios said in a statement. Ms Christopher has previously held similar roles at Bravura Solutions-owned Midwinter Financial Services and funds ratings research house SQM Research.
Meanwhile, David Plumb has been appointed as an independent non-executive director, having held board positions across the financial services industry, including as chairman of the superannuation trustee board at BT/Westpac and chairman of Allianz Retire+. Mr Plumb also currently sits on the board of government body icare.
Ms Christopher said it was exciting to be entering such an innovative organisation amid significant change in the financial services industry.
“I have a firm belief in the leadership and the whole team at Implemented Portfolios, as well as their philosophy towards the present and future of investment management and financial advice,” Ms Christopher said.
“Most importantly, I’m a big believer [in] the positive outcomes their unique service is bringing to advisers and their clients.”
Implemented Portfolios chairman Greg Kirk said both appointments will add significant specialist skills to the board and the executive team, at a critical time in the evolution of our business.
“Importantly, Naomi and David do not only bring successful career experience – they share an unrelenting conviction for ensuring that our clients end up living their one best life though the services that Implemented Portfolio delivers,” Mr Kirk said.
The Australian Small Business and Family Enterprise Ombudsman (ASBFEO) has refer...
FASEA has announced its August exam sessions will only be offered remotely for V...
A major platform provider has made changes to its functionality to make it easie...