Moneysoft boosts executive team
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.
Recommended for you
Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch or add new providers to achieve this.
As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the client experience.
Insignia Financial has appointed the former APAC head of a global asset manager to its board.
Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments as a new report highlights the long-term effect on balances at retirement.