RetireInvest employs deputy ahead of franchise showdown

dealer group asset management

9 March 2004
| By Craig Phillips |

ING-ownedRetireInvestcontinues to bolster its ranks with the appointment of a new national practice development manager to assist the franchise’s advisers in growing and managing their practices.

Nigel Leverett, who joins the group on March 22 and will effectively be second in command to general manager George Haramis, will be responsible for the strategic and operational management of the dealer group’s practice management program.

The appointment adds to two recent senior staffer sign-ups in mid-February and precedes management meeting with the group’s internal adviser forum, the Proprietor’s Advisory Council (PAC), on Friday to discuss the firm’s franchise agreement.

“We’ll be reviewing a number of business areas and assessing what’s important for RI [RetireInvest] for the future. We will also be specifically reviewing the franchise arrangement of the company,” Haramis says.

As for Leverett he will also be responsible for managing and supporting the company’s state and regional practice development managers and creating and implementing practice management and sales development programs.

Leverett, who has over 25 years industry experience, joins the group from Westpac Bank, where he was national distribution manager across the bank’s consumer and direct wealth and private banking divisions. Prior to his time at Westpac he held a similar role withinDeutsche Asset Management.

Haramis says while Leverett will assist him across a number of projects, he will focus primarily on the firm’s network of planners.

“Helping our advisers achieve growth by developing their professional business and management skills is one of our key objectives,” he says.

In February the firm appointed Peter Ornsby as national franchise manager and Meaghan Morberger as alliance manager.

Haramis says the group will shortly appoint an alliance manager for the Northern Territories.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 3 weeks 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....

1 week 6 days ago

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

1 week 5 days ago

The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties....

1 week 4 days ago