AusUnity creates adviser support role
Australian Unity Investments (AUI) has created a new position within its business development team, appointing Simon Reed as national adviser solutions manager.
Reed will work closely with advisers and dealer groups to ensure AUI responds to adviser feedback on its processes, tools and systems that assist advisers in maintaining their own client relationships.
In addition, Fabian Cockle has been appointed business development manager for Victoria and Tasmania.
General manager for retail at AUI, Cameron Dickman, said advisers were increasingly providing a holistic service to their clients and needed help coping with the proposed Future of Financial Advice reforms to be introduced next year.
“In addition, the ongoing regulatory reforms facing the industry mean advisers are currently facing many challenges in addition to working with clients, and these appointments will ensure we have the right resources and knowledge in place to help advisers respond to such challenges,” Dickman said.
Reed spent more than 17 years in the finance sector in both Australia and the United Kingdom, including senior marketing and product roles with Russell Investments, Zurich Investments, Citibank and Westpac in Australia, and NatWest Bank in the UK.
Cockle has 11 years financial services experience in business development and sales roles. He was most recently a director and national sales manager at Audit Insurance Solutions and has also worked at Timbercorp in various roles, including national sales manager.
AUTHOR
Milana Pokrajac
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