Mercer shuffles Wealth Solutions team

financial planning financial planning advice financial planning businesses mercer financial services reform investment advice financial adviser executive director

20 April 2004
| By Craig Phillips |

Mercer Wealth Solutions has consolidated its position within the broader group with the appointment of a full-time head and a new chief financial adviser.

The group has signed-up former Bridgeport financial planning manager Bronwyn Speed to the newly created head planner role, while Mercer executive David Anderson has been promoted to national practice manager to take over the day to day running of Wealth Solutions from executive director investment advice, Tony Cole.

Cole will now straddle bothMercer Investment Consultingand Wealth Solutions with their respective heads Chris Andrews and Anderson reporting to him.

Anderson, who has been a senior executive at Mercer for five and a half years, will be responsible for the complete spectrum of Mercer services to individuals - spanning financial advice, its service centre and web services, along with wealth education and product development.

“Mercer Wealth Solutions is now well positioned to combine its services for the benefit of many clients be they members of Mercer administered super funds, investors in Mercer trusts or the many thousands of individuals who rely on our strategic financial planning advice,” Anderson says.

Meanwhile Cole says the appointment of Speed, who prior to March 11 represented the Institute of Chartered Accountants on a selective Government committee on Financial Services Reform, represents the group’s strong commitment to raising its financial advice standards.

Speed’s chief role will be to provide mentoring and support to Mercer planners and assist in the development of products and client services.

Prior to Bridgeport, where Speed was responsible for two financial planning businesses with combined funds under advice of $1.6 billion, she was AM Corporation accountant and researcher services national manager for two years.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day 14 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

5 days 20 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 5 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 days 18 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 days 21 hours ago