Profile makes senior appointments
Financial advisory and wealth management firm, Profile Financial Services, has announced two senior appointments describing them as measures to support its recent strong growth.
The company announced this week it had appointed former NAB Asset Management senior investment consultant, Jerome Bodisco, as head of investment while it had appointed former William Buck principal, Todd Stanford, as senior financial planner.
Confirming the appointments this week, Profile chief executive, Sarah Abood, said the firm was seeing a lot of interest, both directly from individuals looking for advice, and from advisers keen to partner with Profile because it was self-licensed, privately owned and experienced in building goals-based portfolios.
"For advisers in particular, the opportunity to have a greater say in their own destiny and to have real impact/engagement at a strategic level is very attractive," she said, noting that Profile had also made several acquisitions from planners looking to retire.
Recommended for you
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.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
