Guardian Advice bolsters team

appointments/financial-planning/dealer-group/

22 April 2013
| By Staff |
image
image
expand image

Suncorp-owned dealer group Guardian Advice has made a number of senior appointments including Mark Kevin as NSW/ACT state manager.

Kevin was previously IPAC's NSW/ACT manager, partnering and advice strategy, and prior to that spent seven years with Count Financial in practice management roles.

His new role will involve the management of an equity partnership model, a key strategic area that Guardian will be focusing on over the next year.

Also joining the dealer group is Brent Bevan, who has been appointed Guardian's Sydney-based research analyst.

He will have responsibility for the group's approved product list, providing technical and strategic guidance, and research thought leadership across the Suncorp, Guardian and Standard Pacific advice businesses.

Bevan was recently an analyst with Perpetual's investment research and analytics team.

Jennifer O'Brien has been appointed NSW/ACT practice support officer. She is responsible for relationship management and managing administration and operations of the NSW/ACT region. This includes on-boarding and induction of new advisers.

Taking on the role of COIN technology specialist, learning and development is Theodora Terzis. Her responsibilities include assisting practices and advisers with COIN-related processes, tools and templates, providing advice on change management solutions and assessing training needs.

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?...

2 months 1 week ago

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

2 months 1 week ago

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

4 months 2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 days 10 hours ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

3 weeks 1 day ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND