PIS signs up Sealcorp senior staffer
Professional Investment Services(PIS) has appointed formerSealcorpnational sales manager Matthew Dell to the role of New South Wales state manager, replacing Adrian Ashton, who left to join St George towards the end of last year.
“Matthew is an accountant by trade and will support our push to attract more accountants, who are looking for limited or full authorisation for providing advice on self-managed super under FSRA,” PIS Sydney-based general manager Grahame Evans says.
Dell will be responsible for PIS’s team of NSW business development managers, which in turn service 120 existing accounting practices and 230 planners.
Dell, who commences in his new role on February 16, began his career in auditing withErnst and Youngbefore moving into funds management accounting and later into business development roles.
Prior to joining PIS he spent a number of years in a variety of roles with Sealcorp. These roles ranged from senior business development roles withAsgard, including national sales responsibilities for Asgard separately managed accounts, to sales roles with the now merged Sealcorp ownedSecuritorandPACTdealer groups.
Prior to joining Sealcorp, Dell, who holds a Bachelor of Economics, a graduate Diploma of Financial Planning and is a qualified CPA, spent five years in various roles withinAMP’s funds management and dealer group divisions.
Recommended for you
Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees commencing.
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio returns has almost doubled since April.
CoreData has shared the top areas of demand for cryptocurrency advice but finds investors are seeking advisers who actively invest in the asset themselves.
With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they navigate clients through the shifting landscape.

