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.
