Netwealth Group appoints head of technical services
The Netwealth Group has secured former Genesys Wealth Advisers head of private clients and technical Keat Chew as head of technical services.
Chew’s role of providing technical and legislative support to advisers on superannuation and financial planning matters will include areas of self-managed super funds, personal and corporate super, income tax, tax structures, estate planning, fringe benefits tax and packaging company and small business tax, and business succession planning.
According to Netwealth, Chew will also present at professional development days and dealer and industry conferences, speaking on technical matters while also providing technical marketing material for advisers and clients.
“Keat will also have a mandate to assist advisers focus on building their high-net-worth clients and developing strategies for this important market segment,” Financial Planning Services Australia (FPSA) chief executive Mark Ryan said. FPSA is a dealer group that is part of the Netwealth group.
Keat has held positions at Ernst & Young, KPMG Peat Marwick, Jacques Martin and AXA as national technical services manager.
Meanwhile, according to Genesys, a replacement for Chew will not be made.
Instead, Genesys has adopted a liaison service that has been created to provide a variety of technical advice support services.
The Genesys liaison service also aims to deepen the competency of advisers operating in these areas while at the same time removing the dependency for practices on any single individual.
The service can be accessed by its advisers through its technical specialist, Madeleine Said.
Recommended for you
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer.
