Veteran BT exec set to retire
Long serving BT Financial Group (BTFG) executive Chris Freeman will step down from his role as General Manager of Adviser Distribution and move into a consultant role with the group.
The move follows 25 years of service with BT and is part of Freeman transitioning to retirement after having held at least five roles with group
Freeman has held his current role for the past three and half years and will step down from his duties in the latter half of this year but consult in part time capacity through to 2017.
A successor to the role has yet to be named with BTFG conducting an internal and external search to fill the position with Freeman providing assistance with the recruitment and transition of the role and will remain in charge of Adviser Distribution for the time being.
Freeman's current role follows stints as Head of Sales, Joint Head of the equities division for Bankers Trust Investment Bank; State and National Sales Manager for BT Funds Management and Head of BT Wrap.
He will also act as a BT ambassador at client conferences and industry events during the transition phase and with BTFG establishing the ‘BT Ambassador' award in recognition of his time and contribution to the group and the industry.
BT Financial Group Platforms & Operations General Manager John Shuttleworth said Freeman had built enduring relationships within financial services and the award would recognise the person who best represented BTFG externally.
AUTHOR
Jason Spits
Recommended for you
ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors.
The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions.
With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment between the parties.
Industry body SIAA has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness and investor participation of both public and private markets.
