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

Interesting. Would be good to know the details of the StrategyOne deal....

1 day 11 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

2 weeks 6 days ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

3 weeks 6 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 1 day ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

9 hours 48 minutes ago

Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in Sept...

1 day 14 hours ago