Australian Ethical expands adviser team

Australian-Ethical/

23 August 2017
| By Staff |
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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 relationships 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,” he said.

“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.”

 

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