PIS makes three new hires
In line with strategic changes to its operations, Professional Investment Services (PIS) has made three senior management appointments.
Former CUA Financial Planning national manager advice Peter Coombes has joined the non-aligned dealer group as manager - client strategies.
He has previously held management roles with Commonwealth Bank (CBA), and has experience in strategic planning, leadership and coaching, sales and wealth management.
"Peter will lead a team focused on delivering tailored strategies, solutions and services for advisers," PIS chief executive Peter Walther said.
"He will also work with our advice team and strengthen our technical skills by leading and developing a knowledge exchange group to ensure we better aggregate our intellectual capital and industry insights and deliver them to our advisers in ways that are most relevant to them."
Scott Harvey steps into the role of manager - claims and has previously held senior compliance roles at Westpac and CBA. He also spent 12 years as an Australian Federal Police detective, including a two-year secondment with the Australian Securities and Investments Commission.
In his new position, Harvey will work closely with clients to ensure sustainable claim outcomes, Walther said.
"He will also be responsible for the efficient resolution of a number of legacy issues which were given rise to under former management of the company," he added.
PIS has also hired Libby Baynton as manager - strategic marketing and communication.
Walther said the skills of the new recruits will be critical to the dealer group's future business.
Recommended for you
Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy.
Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector.
Recruitment manager Robert Half has shared the most in-demand roles in financial services that firms are finding difficult to fill, driven by ASIC’s growing focus on risk and compliance.
ASIC chief executive, Warren Day, is among senior executives to depart the corporate regulator amid changes to its leadership team.