InvestmentLink appoints chief commercial officer
InvestmentLink has appointed Owen Joyce as its new chief commercial officer to develop CashDeck and other initiatives to assist financial planners, accountants, bookkeepers, and mortgage brokers better engage with their retail audience.
The financial data source’s chief technology officer, Wayne Robinson, said Joyce would play an important role in expanding the company’s CashDeck platform.
“CashDeck is designed to help planners engage with their clients and prospective clients. Central to this is giving individuals, and their advisers, a real-time understanding of their financial position,” Robinson said.
“We see education as key to improving this relationship, and Owen’s experience developing educational programs will add to the strength of the existing team.”
CashDeck tracks all user accounts such as banks, credit cards, loans, and superannuation by auto-categorising transactions and provides reporting.
Joyce has two decades of experience in senior sales and general management roles, mainly in the training and education sector. InvestmentLink said his experience would help the firm’s platform to encourage individuals to better use technology to learn how to manage their money.
“Partners can use a white-label CashDeck solution to engage with clients much more regularly. It can even offer new revenue opportunities at times of the year that might typically be considered off-season,” Joyce said.
InvestmentLink also appointed Daniel Henderson as its partner relationships manager, and Kevin Naing as sales manager.
Recommended for you
A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 for a client.
Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants.
Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation.
National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group.
