Lumiant adds two industry veterans
Software supported advice platform Lumiant has appointed ex-Midwinter chief executive Jeff Hall as a director, while Shadforth founding director David Haintz will join as an ambassador.
Hall would join the board as a director, where he would be responsible for guiding Lumiant’s commercial and operational direction.
Before his time at Midwinter, he had been a director at EY Consulting within wealth and asset management, a division director at Macquarie Bank for Coin Software, and a technology consultant with Accenture.
Haintz was appointed to the newly-created role of ambassador, where he would be responsible for helping to grow the brand in Australia and abroad.
He had previously been a director of the Financial Planning Association of Australia (FPA).
Santiago Burridge, Lumiant co-founder and chief executive, said the appointments would see the firm take another leap forward in its growth journey.
“In addition, the appointments will provide further confidence for advisers to adjust their value proposition and reap the benefits of life-centred advice,” Burridge said.
“With Jeff and David joining the team, financial advisers have two of the industry’s most influential executives supporting them in their journey towards life-centred advice.
“Both have a passion for enhancing the value proposition for advisers and helping them to deliver extraordinary advice.”
Lumiant continued to raise capital to fund its growth plans in Australia and abroad, with more than $800,000 being raised in its extended seed equity crowdfunding round to date.
AUTHOR
Chris Dastoor
Recommended for you
AMP non-executive director Kathleen Bailey-Lord and Iress non-executive director Susan Forrester have been appointed to the national board of the Australian Institute of Company Directors.
Wealth manager JBWere has announced the launch of two fixed income strategies for wholesale clients, backed by UBS Asset Management.
Firetrail Investments has confirmed the departure of four executives over the last quarter, including head of investment strategy Anthony Doyle.
Ares Management has announced a new offering aimed at providing Australian wholesale clients, investors access to its private equity investment strategies, anchored in secondary investments.
