Risk specialist joins Bombora group
Risk advice specialist for medical professionals, MediBroker, has joined the Bombora Advice group as a principal practice.
MediBroker founder and managing director, Aaron Zelman, said he made the move as felt the specialist advice business model and operational infrastructure that help practice businesses grow would suit his firm.
Zelman also wanted access to advisers and specialist support services for his medical industry clients.
"I'm also confident that innovative new products and services will be the outcome of Bombora's working groups contributing ideas and concepts to manufacturers that are drawn from the ‘coal face' and personal interaction to address the protection requirements of Australian consumers," he said.
Bombora managing director, Wayne Handley, welcomed MediBroker to the firm and the team of risk specialists.
"Aaron's passion, professionalism and high profile advocacy promoting the benefits of risk protection are well known and will be a tremendous asset for Bombora further lifting the profile of the organisation and risk advice profession in general," he said.
AUTHOR
Malavika Santhebennur
Recommended for you
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fidelity International.
Zenith Investment Partners has lost its head of portfolio solutions Steven Tang after 17 years with the firm, the latest in a series of senior exits from the research house.
