Australian Ethical expands adviser team

23 August 2017
| By Staff |
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 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.”

 

Read more about:

AUTHOR

 

Recommended for you

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

13 hours 57 minutes ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

14 hours 24 minutes ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

15 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND