Hillross expands technical advice function
Hillross has established a technical advice board of industry experts across the legal, tax and financial service industries, charged with identifying investment and wealth protection strategies for its clients.
The board is also tasked with pre-empting changes in the regulatory, tax, economic and social landscape that may create investment and financial opportunities for clients
Managing director John McMurdo said establishing the board was “particularly important now, as our advisers deal with increasingly sophisticated customers, markets and products.
“We recognised the need to better support our advisers and to offer them leading edge advice tools and strategies,” he said.
Technical advice board members include:
* Andrew Bloore, smartsuper chief executive;
* Daniel Butler, DBA Butler Lawyers;
* John Ciacciarelli, AMP TapIn;
* Alex Denham, Challenger head of technical services;
* Peter Haggstrom, DWS Investments head of technical services;
* Jason Slade , PwC, is a consultant to the Board
Recommended for you
The month of April enjoyed four back-to-back weeks of growth in financial adviser numbers, with this past week seeing a net rise of five.
ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors.
The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions.
With the election taking place on Saturday (3 May), Adviser Ratings examines how the two major parties could shape the advice industry in the future.
