Infocus names Steve Davis new CCO

infocus-wealth-management/infocus/

image
image
expand image

Infocus Wealth Management has extended its leadership team, appointing Steve Davis to the Queensland-based role of chief commercial officer (CCO), effective 1 August.

Founder and managing director, Darren Steinhardt, said Davis would bring commercial acumen and strategic direction to the business to execute growth plans and help the business’ advisers maximise market opportunities.

“We believe Steve will be a great cultural fit for Infocus, partly because, like the majority of our senior leadership team, he has spent time as a financial adviser which helps him to have real empathy with the challenges our advisers face in helping clients achieve their financial and lifestyle goals,” he said.

The appointment follows two more additions to the leadership team, Jeff Mitchell as chief investment officer and Craig Meldrum as head of technical services.

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?...

1 month 3 weeks ago

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

2 months ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 4 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 3 days ago

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

1 week 2 days ago

TOP PERFORMING FUNDS