RetireInvest extends practice development cover
Former Ferguson Financial Planning managing director, David Bellingham, has joinedING-ownedRetireInvestin a move that follows the Sydney-based boutique planning firm’s acquisition late last year by theSnowball Group.
Bellingham joins RetireInvest as its northern regional manager, and coincides with the appointment of formerAMPexecutive Paul Tynan as southern regional manager.
Prior to heading up Ferguson Financial Planning Bellingham worked in marketing and sales for the medical and pharmaceutical industries, including the role of group product manager Australia and New Zealand with Kendall/Sherwood Davis and Geck.
Tynan joins RetireInvest after more than ten years with AMP in the areas of sales distribution management.
RetireInvest general manager, George Haramis, says Bellingham and Tynan, who have both spent their careers in financial planning, will play key roles in growing the business.
“They are both very well equipped to help our network improve efficiency, quality and profitability,” Haramis says.
Bellingham and Tynan will report to national practice development manager Nigel Leverett, who joined RetireInvest in late March and is responsible for the strategic and operational management of the dealer group’s practice management program.
Recommended for you
The Compensation Scheme of Last Resort says it has received over 200 claims for compensation relating to personal financial advice since its inception and detailed the specific recurring issues being raised by claimants.
Two financial advisers have shared with Money Management why they opted to specialise in certain client niches when setting up their own business.
Insignia Financial has reached a major milestone in completing the separation of MLC Wealth from NAB, having acquired the firm back in 2021.
There could be changes ahead for how ASIC requires licensees to handle conflicts of interest as the corporate regulator announces it will be meeting key stakeholders next year to update guidance.