IPL expands team

IPL/Dimensional/

19 November 2020
| By Chris Dastoor |
image
image
expand image

Managed discretionary account (MDA) operator Implemented Portfolios Limited (IPL) has added to its corporate development and portfolio management teams, and its board of directors.

Dr Steve Garth, Principia Investment Consultants principal, was appointed non-executive director to the board.

Garth had two decades of experience and founded Principia in February this year after 19 years at Dimensional Fund Advisers where he was vice president and portfolio manager.

Tahlia Rozis was appointed to the position of corporate development associate, while Samantha Feeley was appointed as portfolio operations assistant.

Rozis would be working closely with Phil Pilgrim, head of distribution, and she had previously worked for Perpetual on their distribution team.

Feeley was previously employed in the market operations division of Macquarie Bank and held similar positions at NAB and RBS.

Greg Kirk, IPL executive chair, said: “As the number of advice businesses utilising our IMA [individually managed account] service continues to increase, we made a decision to expand some of the teams to accommodate further growth and widen both our servicing and distribution reach.

“The new members of our team all possess unique and highly desired skill sets that will further enrich our adviser and client - centric culture and in turn, enhance the innovative service we deliver to financial advisers and their clients.”

This week, the firm had reached a milestone of $1.5 billion in funds under management.

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 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....

4 weeks 1 day 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...

3 weeks 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 6 days ago

TOP PERFORMING FUNDS