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

So we are now underwriting criminal scams?...

2 months 2 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 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 7 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND