Bleakley joins ING advice executive

dealer groups financial planning financial planning group director

19 March 2004
| By Jason |

FormerBridges Financial Servicesmanaging director David Bleakley will joinINGas theRetireInvestboard chair, Tandem director and chair of the Investment Selection Committees for the two dealer groups.

Bleakley will also chair the group’s board of advice in a role he says will be more strategic and able to use the 20 years of industry experience he has gained in financial planning and advice.

His role, which has been newly formed by ING, will be part time which he says is part of the evolution of his career and fits in with ING’s desire to have “a senior citizen of the industry on hand to give advice”.

Bleakley will begin with ING in early April and while briefed on the issues within ING he says it is too early to comment on what strategic advice he will be offering the group.

Bleakley signing on with ING represents a return of sorts after the financial planning group founded by him and bearing his name in 1981 was merged with Adviser Investment Services into Partnership Planning in late 2000.

The mergers took place after ING, then known as Mercantile Mutual, had purchased the two groups in the early 90s. Since then Partnership Planning has been merged with a number of other ING-owned dealer groups to form Tandem.

“From what I understand the Bleakley’s name is still on the ING books and so it is a homecoming as parts of Bleakley’s still lie under Tandem and now I am a director of the latter, which shows how small this market still is in some ways,” he says.

Since leaving the group he founded Bleakley has held senior executive roles withAdvance,Towerand Bridges.

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 ago

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

3 weeks 5 days 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. ...

6 days 5 hours 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. ...

1 day 20 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...

1 day ago