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

GG

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

4 weeks 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 ...

4 weeks 1 day ago
gonski

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

4 weeks 1 day 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 ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 6 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 ago

TOP PERFORMING FUNDS