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Home News Financial Planning

Mason Stevens appoints head of strategic accounts

Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team.

by rnath
November 18, 2024
in Financial Planning, News
Reading Time: 2 mins read
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Mason Stevens has appointed Andrew Tunny as head of strategic accounts, joining from research house Investment Trends.

In the role, Tunny is tasked with driving new business and strengthening platform partnerships across Australia. He will also be responsible for the oversight of projects aimed at enhancing the firm’s market presence.

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He joins from Investment Trends, where he served as the head of growth for four years. He also spent over 12 years at NAB and MLC Australia across various investment, insurance and practice development roles.

Alongside Tunny’s appointment, Mason Stevens also announced two key hires to its distribution team, with Raymond Tang and Sakaja Kiendi coming on board as relationship managers. 

The pair join from Macquarie Group and Insignia Financial where they worked as an associate manager and relationship training manager, respectively. Kiendi worked at Insignia for four years and previously spent three years at MLC, while Tang initially worked for financial services firms in Canada before joining Macquarie in 2020.

According to Mason Stevens, the distribution hires align with the firm’s commitment to support the growth of its clients and deliver innovative solutions in the market. 

“Andrew’s appointment is an important step in our business expansion. His growth-oriented leadership and extensive industry experience will bolster our capacity to manage key accounts and build new relationships, driving the long-term success of our platform,” said Tim Yule, chief executive of Mason Stevens.

“The addition of Raymond and Sakaja further enriches our team’s ability to serve clients as we continue to evolve and expand.”

Last week, the specialist wealth platform provider also welcomed a new head of asset allocation, with Brad Creighton joining from AMP. 

He spent more than six years at AMP as a co-portfolio manager of the multi-asset, income generator and MyNorth Retirement Fund. His resume also includes over three years as portfolio manager at Millennium Partners and risk manager roles at Aviva Investors and Credit Suisse.

In the new role, Creighton is tasked with leading the strategic and dynamic asset allocation solutions for Mason Stevens’ platform clients, collaborating with the firm’s chief investment officer Jacqueline Fernley.

This appointment followed the departure of David Macri who left Mason Stevens after just over 12 months to join profit-for-purpose fund manager NorthStar Impact.
 

Tags: AppointmentsHiringInvestment TrendsMason Stevens

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