Fortnum appoints national sales manager
Dealer group Fortnum Financial Group has appointed MLC's Joel Taylor to its newly-created role of national sales manager.
Taylor was previously business growth manager at MLC for New South Wales, where he recruited practices into MLC's network of aligned licensees.
He also implemented marketing plans, advice, service offerings, and client value propositions.
At Fortnum his role will include building relationships with new and existing member firms, and marketing and distributing the firm's unified managed account (UMA), e-Clipse, to the independent financial adviser market.
He will report to executive chairman Ray Miles and chief executive of portfolio management and administration business, e-Clipse Online, Brett Westbrook.
"Joel has extensive experience recruiting, and consulting to, small-to-medium-sized enterprises, and he has an in-depth understanding of the challenges and opportunities that face financial advisory business today," Westbrook said.
Taylor has previously worked at AMP as a marketing coordinator and Beacon Investment Management as a business development manager.
Recommended for you
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer.
