Bennelong appoints account director for NSW and ACT

Bennelong

22 April 2022
| By Liam Cormican |
image
image
expand image

Bennelong Funds Management has appointed Mai Platts as account director, NSW and ACT, adding 16 years of funds management experience to the firm, spanning key account, dealer group and adviser relationship management.

Platts would be based in Sydney, working alongside account director David Whitby, and would report to Bennelong’s head of distribution, Jonas Daly.

Prior to joining Bennelong, Platts worked as director, key accounts and adviser business at BetaShares, a position she held since 2018. In this role, she was responsible for supporting the business’s distribution activities, working with key accounts and intermediary channels.

Platts had also held roles with iShares, and started her career at Macquarie in 2007 as a relationship consultant.

Daly said Platts’ in-depth industry knowledge and experience in managing key accounts and adviser relationships made her a great addition to Bennelong’s team.

“Mai joins the business at a key time in our development, and will help drive business opportunities across our key markets,” he said.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 5 days ago

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

1 month ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

6 days 10 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

5 days 14 hours ago