Each year the Money Management BDM of the Year attracts an outstanding group of candidates, and this year's state winners were no exception.
Queensland
Brad Tyley, BT Financial Group
Brad Tyley joined BT Financial Group in 2011 after two years spent at TAL Limited (then Tower Australia) and a five-year gig at Macquarie Bank prior to that.
Over the past year at BT, Brad has been dealing with the independent financial adviser market, assisting with the development of the distribution footprint for BT Life.
As part of his role, he undertakes discussions with dealer group heads about possible strategies that could be implemented in their adviser practices.
A large part of Brad’s role is also facilitating group presentations and one-on-one discussions with businesses, aiming to assist practices with the tools to develop their service offering.
Brad said his growth in the financial services sector could have been somewhat different if not for the mentoring of certain individuals in the market, to whom he is very grateful.
South Australia/Northern Territory
Elise Sanders, AIA Australia
Elise Sanders is state manager, client development manager for South Australia and Northern Territory. Her role entails developing business partnerships and relationships with advisers and helping them consider new alternatives to business processes in order to create sustainability within their practices.
She also works on identifying opportunities to develop new product, concepts and ideas to drive more business to AIA Australia.
Challenge and diversity are what Elise enjoys most about her role as BDM. She created the Claims Care Kit, which supports financial advisers around their value proposition at claims time. She is also very passionate about fighting underinsurance in Australia.
New South Wales
Ian Percy, MLC Risk
Ian Percy commenced as an adviser with MLC on the Gold Coast in 1981, quickly developing an undeniable passion for his work.
Ian moved to business development in 1994, joining Colonial State Bank and then Commonwealth Financial Planning, where he trained advisers in the selling of risk and developing referral processes.
He returned home to MLC in 2005, and in 2010 Ian took the role as BDM for the central and mid-north coast of NSW.
The thing he most enjoys about being a BDM is working with advisers, sharing ideas and concepts to add value to their businesses.
Victoria
Simon Rafferty, BlackRock Australia
Simon Rafferty is vice president and account manager at Blackrock, where he is responsible for generating new revenue into the business through BlackRock Australia’s retail and institutional suite of products.
A large part of Simon’s role involves working and consulting with BlackRock’s financial advisers, assisting them in building client portfolios.
Though he worked as a BDM outside of the financial services sector, Simon decided to enter financial planning, before moving back to the BDM side in 2007 – this time at BlackRock.
One of the major challenges for the industry identified by Simon is to break away from the “old way” of building portfolios with a traditional mix of stocks and bonds.
