Australian Ethical expands adviser team

Australian Ethical

23 August 2017
| By Staff |
image
image
expand image

Australian Ethical has announced an expansion of its adviser team with two senior appointments which include Quyen Dam being nominated as the new manager of adviser relationships while Joanne Robb has been appointed as the new manager of partner relationships.

Dam, who will be responsible for managing adviser relationships and growing Australian Ethical’s footprint in the ethical and mainstream adviser space, has more than 13 years of experience in the financial services industry having previously worked at Commonwealth Bank of Australia, Westpac, BT, IOOF, and ING Bank.

Robb has over 15 years of experience having previously served as a key account executive at IOOF and Barclays Global investors.

In her new role, she will be responsible for managing key relationships and fund coverage with platforms, dealer groups, researchers and asset consultants.

Both Dam and Robb will report to Leah Waldie, head of the client relationship team.

Australian Ethical’s managing director, Phil Vernon, said: “The creation of these roles reaffirms Australian Ethical’s commitment to the adviser space and the growing demand for clients for investments that align with their personal values”.

“We believe advisers will play a critical role in educating clients and bringing ethical investing into the mainstream,” he said.

“Australian Ethical is experiencing strong growth in the adviser channel with representation on all major platforms. Broad dealer group support, and a strong pipeline of adviser enquiries.”

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

5 days 5 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 5 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 days 3 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 days 6 hours ago