Powered by MOMENTUM MEDIA
moneymanagement logo
 
 

PPS Mutual appoints Vic BDM

PPS-mutual/

10 May 2021
| By Chris Dastoor |
image
image image
expand image

Mutual life insurer PPS Mutual has appointed Rory-John Jacobs as senior business development manager (BDM) in Victoria.

The role was effective immediately and Jacobs would be responsible for the management of key financial adviser relationships within the region, reporting to Shadia Kouzma, state manager for Victoria and Tasmania.

“Jacobs’ experience in developing and maintaining strong relationships with financial advisers and key stakeholders in the Australian financial services industry will provide much value for PPS Mutual,” Kouzma said.

“We are confident that Rory-John’s expertise aligns with PPS Mutual’s unique proposition that focuses on creating security and peace of mind for Members in both their working life and retirement.”

Jacobs had over 10 years’ experience in financial services, nine of which were spent at AIA Australia in various client development roles.

Jacobs said he was looking forward to working with the PPS Mutual team to continue its growth trajectory in the Australian life insurance market.

“It’s impressive to see how PPS Mutual’s sustainable business model provides exceptional benefits to eligible professionals,” Jacobs said.

“The principles of mutuality and exclusivity act to protect the long-term best interests of insured members. I am excited to present these unique benefits to my network of advisers.”

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 1 day 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

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 3 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 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND