SuperRatings loses Tse to KPMG

KPMG/SuperRatings/

16 August 2017
| By Staff |
image
image image
expand image

KPMG has further bolstered its superannuation consulting capability luring Wendy Tse away from SuperRatings.

The consultancy announced that Tse, previously the general manager of SuperRatings consultancy practice, would be joining former SuperRatings chief executive, Adam Gee, at KPMG.

Kprmg said it had also employed Adam Balsamo as an association director of the firms Superannuation Advisory Practice.

Tse will be a director of the KPMG practice and be responsible for the provision of a range of superannuation and wealth advisory engagements, including strategy development and implementation, service provider tenders, compliance and risk management services, corporate super reviews and benchmarking exercises. 

It said Balsamo had been recruited from Prudential Financial in the US, where he oversaw product strategy in the life insurance division. Prior to that, he worked at Perpetual in Australia, where he was Head of Product for their high net wealth focused private clients business. 

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 month 3 weeks ago

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

2 months 2 weeks ago

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

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo