Morningstar expands AdviserLogic team
Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic.
The firm has welcomed Thomas Tolevski as national director and Raymond Au as a business development manager to its ranks.
Tolevski has held several BDM roles across the financial services industry, including five years at AMP and six years at Insignia Financial.
Most recently, he was a BDM at Midwinter Financial Services where he oversaw the business’s expansion including its fintech solutions.
Au joins from Findex, where he was most recently the acting head of operations for wealth. He also spent 12 years at Iress leading a team of account managers and has broad fintech experience working with advice businesses.
Both Tolevski and Au will be based in Melbourne and work with advice practices across Australia to drive AdviserLogic’s growth strategy as Morningstar looks to enhance its product and service offerings.
James Louw, head of wealth solutions at Morningstar, commented: “The appointments are a reflection of our ongoing commitment to delivering solutions to advice practices by continuing to invest in both our team and AdviserLogic.
“Our dedicated on-the-ground national team of business development managers, support advisers with the modern CRM, regulatory compliance and comprehensive advice tools that empower advice businesses for success.”
Earlier this month, AdviserLogic was added as a new advice software option for Centerpoint Alliance’s licensee practices and advisers. This strengthened the collaboration between the two companies, with Morningstar also providing managed portfolios and research to Centrepoint’s network.
Zenith Investment Partners also announced a business development appointment this week. Peter Connolly commenced at the investment research firm as a BDM for the Queensland and Northern Territory regions.
Connolly recently spent eight years at Fitzpatrick Private Wealth Partners as a director and senior financial planner. Prior to this, he served as a principal adviser at Centric Wealth for 10 years. Connolly also held business development and state management roles at Goldman Sachs, JBWere and AMP.
AUTHOR
Jasmine Siljic
Recommended for you
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential deals from collapsing.
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
