Mariner brings another shipmate on board

appointments/bonds/business-development-manager/chief-financial-officer/financial-planner/

18 March 2004
| By Craig Phillips |

Fledgling boutique financial services group Mariner Financial has further bolstered its ranks with the appointment of a technical services manager following, a move that follows the appointment of two senior appointments and the launch of its first product earlier this year.

The new role, which will be filled by formerZurich Financial Servicestechnical services manager Kate Anderson, will be hands-on according to Mariner managing director, Bill Ireland.

“The role is not just a technical one. It’s very much a ‘coal face’ position that involves speaking with advisers on a daily basis, and helping them structure solutions for their clients' unique needs,” Ireland says.

Anderson has also held technical services roles with AM Corporation and Bankers Trust Australia and has experience consulting on superannuation, tax, estate planning, social security and retirement income streams.

Back in late January the group appointed a chief financial officer and an additional business development manager days after rolling out the first product — Mariner Lifestyle Bonds — to come out of the group’s stable since kicking off operations back in May of last year.

FormerLumley Lifechief financial officer, Joseph Prsa joined the Sydney-based firm in the same capacity along with former Zurich Financial Services business development manager Chris Saunders — the latter boosting Mariner’s sales team to six.

“Our sales team is already establishing the foundation for sales of new products, and securing relationships across the financial planner network… The technical services manager complements the strength of our sales team,” Ireland says.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 5 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo