David Bertram heads to Titanium

financial planning chief executive

7 September 2012
| By Staff |
image
image
expand image

David Bertram has stepped down as head of practice management and associate director at WealthSure to join financial planning firm Titanium Group.

Bertram said that after spending the last six years leading WealthSure's distribution capabilities, he "ultimately had a differing view on where the business should be heading, given all of the changes in the industry".

Titanium chief executive Andrew Blanchette said the addition of Bertram as general manager (distribution) would complement the business' strong administration and compliance teams. 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 4 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 5 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 5 days ago

TOP PERFORMING FUNDS