Bleakley joins ING advice executive

dealer groups financial planning financial planning group director

19 March 2004
| By Jason |

FormerBridges Financial Servicesmanaging director David Bleakley will joinINGas theRetireInvestboard chair, Tandem director and chair of the Investment Selection Committees for the two dealer groups.

Bleakley will also chair the group’s board of advice in a role he says will be more strategic and able to use the 20 years of industry experience he has gained in financial planning and advice.

His role, which has been newly formed by ING, will be part time which he says is part of the evolution of his career and fits in with ING’s desire to have “a senior citizen of the industry on hand to give advice”.

Bleakley will begin with ING in early April and while briefed on the issues within ING he says it is too early to comment on what strategic advice he will be offering the group.

Bleakley signing on with ING represents a return of sorts after the financial planning group founded by him and bearing his name in 1981 was merged with Adviser Investment Services into Partnership Planning in late 2000.

The mergers took place after ING, then known as Mercantile Mutual, had purchased the two groups in the early 90s. Since then Partnership Planning has been merged with a number of other ING-owned dealer groups to form Tandem.

“From what I understand the Bleakley’s name is still on the ING books and so it is a homecoming as parts of Bleakley’s still lie under Tandem and now I am a director of the latter, which shows how small this market still is in some ways,” he says.

Since leaving the group he founded Bleakley has held senior executive roles withAdvance,Towerand Bridges.

Read more about:

AUTHOR

 

Recommended for you

 

MARKET INSIGHTS

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

2 days 6 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

2 days 6 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

3 days ago

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

10 months 1 week 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. ...

10 months ago

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

10 months 2 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND