Guardian Advice adds three senior managers

advice/financial-advisers/colonial-first-state/ANZ/commonwealth-bank/

22 June 2012
| By Staff |
image
image image
expand image

In an effort to drive its growth strategy, Guardian Advice has expanded its senior managerial team with the appointments of John Gray, Patrick Casey and Richard Johnson.

Gray has joined Guardian as state manager NSW/ACT where he will drive practice growth in the region, as well as supporting their acquisition and succession plans.

Before his most recent position as head of national accounts for Commonwealth Bank's core equity services business, he held vice president roles with JP Morgan and senior roles in product and sales with ANZ.

Patrick Casey has been appointed national distributions manager and will be responsible for implementing strategic initiatives within the business.

He will also work closely with Guardian's national advisory council to ensure its adviser services meet the needs of its member base.

With 10 years' financial services experience, he held senior roles in distribution, practice development and operations at Colonial First State.

As the new dealer operations manager, Johnson will help lead the research, dealer operations and adviser desktop solutions team for Suncorp Life licensees, including Guardian.

Having spent nine years with Suncorp, he previously managed Asteron Life's call centre and retention team.

Guardian plans to grow its adviser network to more than 200 financial advisers by 2015.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 3 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 8 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Powered by MOMENTUM MEDIA
moneymanagement logo