Walsh joins Treasury Group
|
Peter Walsh has been appointed head of retail distribution for Treasury Group. Walsh joins the team in this newly-appointed role following his stint at Putnam Investments Australia, where he worked as head of retail before the firm cut back on its international operations during the global financial crisis. He has also worked at Zurich Financial Services and Rothschild Australia.
Lucinda Hill, who will take up the position of distribution associate at the firm, will join Walsh. Hill will offer support to Treasury Group’s relationships with platform providers, researchers, consultants and advisers as well as its international and domestic clients. She previously worked in the UK with Renaissance Investment Management and Centaurus Capital as well as Barclays Global Investors in Switzerland.
The appointments signal Treasury Group’s continued growth strategy, which it cemented with the acquisition of Aubrey Capital Management, AR Capital Management and Celeste Funds Management.
Recommended for you
The strategic partnership with Oaktree Capital and AZ NGA is likely to pave the way for overseas players looking to enter the Australian financial advice market, according to experts.
ASIC has cancelled a Sydney AFSL for failing to pay a $64,000 AFCA determination related to inappropriate advice, which then had to be paid by the CSLR.
Increasing revenue per client is a strategic priority for over half of financial advice businesses, a new report has found, with documented processes being a key way to achieving this.
The education provider has encouraged all financial advisers to avoid a “last-minute scramble” in meeting education requirements prior to the 31 December 2025 deadline.