PIS signs up Sealcorp senior staffer
Professional Investment Services(PIS) has appointed formerSealcorpnational sales manager Matthew Dell to the role of New South Wales state manager, replacing Adrian Ashton, who left to join St George towards the end of last year.
“Matthew is an accountant by trade and will support our push to attract more accountants, who are looking for limited or full authorisation for providing advice on self-managed super under FSRA,” PIS Sydney-based general manager Grahame Evans says.
Dell will be responsible for PIS’s team of NSW business development managers, which in turn service 120 existing accounting practices and 230 planners.
Dell, who commences in his new role on February 16, began his career in auditing withErnst and Youngbefore moving into funds management accounting and later into business development roles.
Prior to joining PIS he spent a number of years in a variety of roles with Sealcorp. These roles ranged from senior business development roles withAsgard, including national sales responsibilities for Asgard separately managed accounts, to sales roles with the now merged Sealcorp ownedSecuritorandPACTdealer groups.
Prior to joining Sealcorp, Dell, who holds a Bachelor of Economics, a graduate Diploma of Financial Planning and is a qualified CPA, spent five years in various roles withinAMP’s funds management and dealer group divisions.
Recommended for you
Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in September.
As Insignia Financial looks to bolster its two financial advice businesses, Shadforth and Bridges, CEO Scott Hartley describes to Money Management how the firm will achieve these strategic growth plans.
Centrepoint Alliance says it is “just getting started” as it looks to drive growth via expanding all three streams of advisers within the business.
AFCA’s latest statistics have shed light on which of the major licensees recorded the most consumer complaints in the last financial year.
