Two key sales and distribution appointments for IOOF

appointments financial services industry IOOF financial adviser AXA BT

22 July 2010
| By Milana Pokrajac |

IOOF has announced two appointments to its sales and distribution team.

Rory Toal and Leah Waldie will join the company as Southern and Northern region managers, respectively. Toal will look after IOOF’s sales in Victoria, South Australia, Tasmania and Western Australia. Waldie will be in charge of New South Wales and Queensland. Both Toal and Waldie will commence their roles on 2 August.

In their new roles, Toal and Waldie will be responsible for building IOOF’s presence in the independent financial adviser (IFA) market and promoting IOOF’s Business Affinity Program.

Toal joined the company from AXA, with experience in practice management, platform distribution, sales management and dealing with the IFA market. His previous experience also includes working for Aviva and MLC.

Waldie has over 14 years of experience in the financial services industry, with the last seven years as national account manager for Barclays Global Investors. She has previously worked for Rothschild and BT.

Commenting on the new appointments, IOOF’s head of sales, Alexandra Tullio, said: “The appointment of Leah and Rory, two highly regarded and experienced individuals, signals our desire to grow our presence in the IFA market and genuinely add value to an adviser’s business.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

4 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 6 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 week 1 day ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 week ago