Powered by MOMENTUM MEDIA
moneymanagement logo
 
 

Australian Ethical expands adviser team

Australian-Ethical/investments/funds-management/

21 August 2017
| By Oksana Patron |
image
image image
expand image

Australian Ethical has announced an expansion of its adviser team with two senior appointments which include Quyen Dam being nominated as the new manager of adviser relationships while Joanne Robb has been appointed as the new manager of partner relationships.

Dam, who will be responsible for managing adviser relationship and growing Australian Ethical’s footprint in the ethical and mainstream adviser space, has more than 13 years of experience in the financial services industry having previously worked at Commonwealth Bank of Australia, Westpac, BT, IOOF and ING Bank.

Robb has over 15 years of experience having previously served as a key account executive at IOOF and Barclays Global investors.

In her new role, she will be responsible for managing key relationships and fund coverage with platforms, dealer groups, researchers and asset consultants.

Both Dam and Robb will report to Leah Waldie, head of the client relationship team.

Australian Ethical’s managing director, Phil Vernon, said: “The creation of these roles reaffirms Australian Ethical’s commitment to the adviser space and the growing demand for clients for investments that align with their personal values.

“We believe advisers will play a critical role in educating clients and bringing ethical investing into the mainstream.

“Australian Ethical is experiencing strong growth in the adviser channel with representation on all major platforms. Broad dealer group support, and a strong pipeline of adviser enquiries.”

 

 

 

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 6 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 4 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
74.26 3 y p.a(%)
3