HeirWealth has appointed Michael Csavas, former acting Count CEO, to drive growth and target financial advisers and accountants.
The emerging Sydney-based wealth technology platform was launched in May 2024 and aims to develop a more organised and smooth process of intergenerational wealth transfer, covering 40 asset classes across shares, property, digital currency and collectibles.
In the same month that it launched, HeirWealth appointed the following five executives to its advisory board: Geoff Lloyd, Connie McKeage, Jason Nyilas, Daniel Baldovin and Jeff Hall.
The platform has since appointed Michael Csavas on 6 September as business development adviser to help accelerate growth and expand its presence within the advice profession.
Csavas brings more than 25 years of experience in the financial services industry to the new role, spanning across wealth management, lending and banking.
Most recently, he held the general manager position for Australian Unity’s advice business where he spent over five years at the firm.
Csavas was also the acting chief executive at Count for six months in 2017. Prior to this, he was the senior executive for banking and finance solutions at the advice licensee. Moreover, he spent nearly six years at Colonial First State in various positions.
Commenting on his new role, Csavas said: “As client needs have evolved over recent years, technology has not kept pace to genuinely help trusted advisers establish deeper relationships with their clients and create that human connection.
“I am passionate about the importance of advisers in giving clients peace of mind through the advisory services they provide and helping them with the tech tools to deliver those services, effectively and efficiently.”
The business development adviser will seek to increase the brand’s profile while assisting clients and advisers in leveraging the platform.
Csavas added: “The challenge of scaling something as groundbreaking as HeirWealth for the benefit of adviser’s client relationships as well as their businesses is what truly motivates me. Moreover, it’s not just about the software, but the higher purpose of solving the intergenerational wealth transfer problem, which Ray and the team are passionately committed to.”
Ray Tubman, founder and chief executive of HeirWealth, welcomed Csavas to the HeirWealth team.
“We are really excited to be working with Michael because he brings expert insights into the daily challenges of financial advisers and accountants, which are important to us as technologists who want to push the boundaries of wealthtech,” he said.
