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
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
WIth only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.
As the government announces a public inquiry into the collapse of Dixon Advisory, risk adviser Richard Silberman has detailed the three areas that typically lead to an AFSL's collapse.