Guardian Advice adds three senior managers

advice financial advisers colonial first state ANZ commonwealth bank

22 June 2012
| By Staff |
image
image
expand image

In an effort to drive its growth strategy, Guardian Advice has expanded its senior managerial team with the appointments of John Gray, Patrick Casey and Richard Johnson.

Gray has joined Guardian as state manager NSW/ACT where he will drive practice growth in the region, as well as supporting their acquisition and succession plans.

Before his most recent position as head of national accounts for Commonwealth Bank's core equity services business, he held vice president roles with JP Morgan and senior roles in product and sales with ANZ.

Patrick Casey has been appointed national distributions manager and will be responsible for implementing strategic initiatives within the business.

He will also work closely with Guardian's national advisory council to ensure its adviser services meet the needs of its member base.

With 10 years' financial services experience, he held senior roles in distribution, practice development and operations at Colonial First State.

As the new dealer operations manager, Johnson will help lead the research, dealer operations and adviser desktop solutions team for Suncorp Life licensees, including Guardian.

Having spent nine years with Suncorp, he previously managed Asteron Life's call centre and retention team.

Guardian plans to grow its adviser network to more than 200 financial advisers by 2015.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 4 days ago

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

2 months 3 weeks ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 3 days ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 3 days ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 4 days ago

TOP PERFORMING FUNDS