Moneysoft boosts executive team

24 February 2017
| By Hope William-Smith |
image
image
expand image

Financial technology firm, Moneysoft, is looking to strengthen its capabilities in the financial planning sector through four appointments in the sales and marketing division.

 Moneysoft said it looked to place high priority on member engagement and relations moving forward, following investment from Link Group to support its growth strategy.

Former ipac employee, Miles Casbier and Indra Bhosale will join the sales team to work specifically across client relationship management. Bhosale formerly held positions with Ascender HCM and Huawei.

Craig Fletcher has been appointed to head up process and delivery management, while Ann Cook had been appointed to the marketing to help drive growth across the company’s presence in the financial planning market.

Moneysoft managing director and founder, Peter Malekas, said the appointments were a vital part of the company’s redeveloped growth agenda.

“At a time when our business is experiencing significant growth, these key appointments allow us to bolster our overall service proposition for existing and new customers,” he said.

Read more about:

AUTHOR

 

Recommended for you

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Avenue 17

I apologise, but, in my opinion, you are not right. I am assured. Let's discuss it. Write to me in PM, we will communica...

1 hour 42 minutes ago
Robert Segue

Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...

1 day 2 hours ago
JOHN GILLIES

iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...

1 day 5 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND