Ash moves to Zurcih
Former Bleakleys chief executive officer Tony Ash has moved back into mainstream financial services, joining Zurich Financial Services as Queensland state manager.
Former Bleakleys chief executive officer Tony Ash has moved back into mainstream financial services, joining Zurich Financial Services as Queensland state manager.
Ash has spent the last 18 months as a consultant reviewing distribution strategies for Zurich as a consultant since departing Bleakleys.
Ash left Bleakleys under a cloud after only serving 18 months of a three year contract.
Since then Ash has consulted Zurich on the development of a new service operation for the group.
“I’ve been helping construct a service company for financial planning practices as part of the consulting role. As an employee there will be a greater focus on the responsibility of increasing distribution in Queensland,” Ash says.
“This is an opportunity to bring commercial experience of creating distribution into a funds management group. I will be helping planners and dealers, who are always in a state of re-inventing themselves, where that type of expertise is thin on the ground in Queensland.”
Ash took over the state manager’s position from Trevor Susman who has left funds management to head into financial planning.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.