Mercer Wealth Solutionshas recruited another ex-Bridgeport staffer to its Sydney office while adding another senior financial planner to its Adelaide operation.
Howard Pitts is the latest addition to the Sydney office, and will be assisting with the development of Mercer’s risk advice service and self managed superannuation fund initiatives.
Pitts has most recently been employed withRice Walker Actuaries, and prior to this held a senior management posting with Bridgeport Advisers – the former home of Mercer’s new chief financial adviser Bronwyn Speed who joined three weeks ago.
Janis Marsh will join the group’s Adelaide office as a senior financial planner. Marsh has spent the past four years as financial services manager at CPS Credit Union, overseeing the management of both the taxation and accounting service and the financial planning service.
Both Pitts and Marsh will report through to Speed, with national practice manager David Anderson overseeing operations.
Anderson, who has worked in senior management at Mercer for the past five and half years, is also new in his role, having only recently taking over from former head Tony Cole, who after expanding his mandate is now responsible for both the investment consulting and wealth solutions businesses.
Anderson says the two latest appointments were a “happy combination” of burgeoning business in the Adelaide and Sydney offices and being able to attract the right people at the right time.
The group now has around 40 planners and provides advice to some 400,000 corporate superannuation fund members.
