Guardian Advice bolsters team
Suncorp-owned dealer group Guardian Advice has made a number of senior appointments including Mark Kevin as NSW/ACT state manager.
Kevin was previously IPAC's NSW/ACT manager, partnering and advice strategy, and prior to that spent seven years with Count Financial in practice management roles.
His new role will involve the management of an equity partnership model, a key strategic area that Guardian will be focusing on over the next year.
Also joining the dealer group is Brent Bevan, who has been appointed Guardian's Sydney-based research analyst.
He will have responsibility for the group's approved product list, providing technical and strategic guidance, and research thought leadership across the Suncorp, Guardian and Standard Pacific advice businesses.
Bevan was recently an analyst with Perpetual's investment research and analytics team.
Jennifer O'Brien has been appointed NSW/ACT practice support officer. She is responsible for relationship management and managing administration and operations of the NSW/ACT region. This includes on-boarding and induction of new advisers.
Taking on the role of COIN technology specialist, learning and development is Theodora Terzis. Her responsibilities include assisting practices and advisers with COIN-related processes, tools and templates, providing advice on change management solutions and assessing training needs.
Recommended for you
Allianz Retire+ has announced major leadership changes with the appointment of a new CEO and distribution heads to help expand its presence across the wealth channel.
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
