Maria Cheer steps down as head of Pivotal
Head of Pivotal Financial Advisers Maria Cheer will be leaving the company as Craig Parker takes the role, Money Management has confirmed.
Money Management understands that TAL - Pivotal's parent company - recently reviewed the position and decided Parker was the best person to take the role.
"We sincerely thank Maria for the work she has completed and the strong contribution she has made during her time with TAL and Pivotal," TAL chief executive, retail life, Brett Clark said.
Parker has been with TAL for over two years as regional manager for Victoria, Tasmania, South Australia and the Northern Territory, and "in his time as regional manager VIC/TAS/SA/NT, TAL has been the most successful life insurer in that market," Clark said.
The TAL-owned dealer group has 60 authorised representatives nationally, according to the Australian Securities and Investments Commission data.
Parker (who spent around 20 years in the financial services industry) will start his new role immediately and will report directly to Clark.
Recommended for you
Far too few wealth managers are capitalising on the opportunity presented by disruptive technology to deliver personalised investment solutions to the mass affluent demographic, according to PwC.
With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage and how they can be leveraged by advice practices.
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.
ASX-listed platforms HUB24, Netwealth, and Praemium have used their AGMs to detail how they are using artificial intelligence to improve their processes and the innovative opportunities it presents.