Perpetual appoints Head of Strategic Advice
Perpetual Private has appointed a new Head of Strategic Advice.
The company announced today that it had appointed ipac securities head of technical services, Colin Lewis to the role.
Perpetual private general manager of Advice Delivery, Marion Enander would be working colosely with the company's network of alliance partners in the accounting and legal sectors.
"Mr Lewis' appointment will further strengthen Perpetual's delivery of quality advice to its client base," she said. "Colin is well-regarded in the industry and has extensive experience in delivering strategic advice."
"As a strong, technical expert, he will play an important role in Perpetual's ongoing delivery of advice excellence by our advisers and the alliance partners we work with."
The announcement said Lewis had a strong track record of delivering and implementing strategies for high net worth investors having had more than 20 years' experience in the financial services industry and would be joining Perpetual Private from ipac securities.
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.
