Moneysoft boosts executive team

Moneysoft/financial-planning/

24 February 2017
| By Hope William-Smith |
image
image image
expand image

Financial technology firm, Moneysoft, is looking to strengthen its capabilities in the financial planning sector through four appointments in the sales and marketing division.

 Moneysoft said it looked to place high priority on member engagement and relations moving forward, following investment from Link Group to support its growth strategy.

Former ipac employee, Miles Casbier and Indra Bhosale will join the sales team to work specifically across client relationship management. Bhosale formerly held positions with Ascender HCM and Huawei.

Craig Fletcher has been appointed to head up process and delivery management, while Ann Cook had been appointed to the marketing to help drive growth across the company’s presence in the financial planning market.

Moneysoft managing director and founder, Peter Malekas, said the appointments were a vital part of the company’s redeveloped growth agenda.

“At a time when our business is experiencing significant growth, these key appointments allow us to bolster our overall service proposition for existing and new customers,” he said.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 4 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 weeks 6 days ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

4 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
2
DomaCom DFS Mortgage
85.26 3 y p.a(%)
5