Two key sales and distribution appointments for IOOF
IOOF has announced two appointments to its sales and distribution team.
Rory Toal and Leah Waldie will join the company as Southern and Northern region managers, respectively. Toal will look after IOOF’s sales in Victoria, South Australia, Tasmania and Western Australia. Waldie will be in charge of New South Wales and Queensland. Both Toal and Waldie will commence their roles on 2 August.
In their new roles, Toal and Waldie will be responsible for building IOOF’s presence in the independent financial adviser (IFA) market and promoting IOOF’s Business Affinity Program.
Toal joined the company from AXA, with experience in practice management, platform distribution, sales management and dealing with the IFA market. His previous experience also includes working for Aviva and MLC.
Waldie has over 14 years of experience in the financial services industry, with the last seven years as national account manager for Barclays Global Investors. She has previously worked for Rothschild and BT.
Commenting on the new appointments, IOOF’s head of sales, Alexandra Tullio, said: “The appointment of Leah and Rory, two highly regarded and experienced individuals, signals our desire to grow our presence in the IFA market and genuinely add value to an adviser’s business.”
Recommended for you
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.
Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer.
