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Professional Investment Services (PIS) has made internal appointments to fill four key head office roles, including vital investment research and advice supervision roles.
Dean Arney has been named national manager for monitoring and supervision for the Queensland-based advice group. Arney’s responsibilities will include the ongoing monitoring and supervision of the advice given by the national dealer group, including the co-ordination of its audit program. Arney will also monitor share trades and conflicts of interest, and will be responsible for the management of license breaches and anti-money laundering provisions.
Arney was described by PIS in a statement as previously being a professional standards consultant with the group. The statement made no further reference to Arney’s professional experience, and calls to confirm the information were not immediately returned.
Matthew Dellit, previously a member of PIS’s research team, has been named national manager for research. No further information was provided at the time of publishing. In advertising the role earlier this year PIS said the person appointed would oversee the research team, which is responsible for managing the group’s Approved Product List, providing recommendations to the investment committee, and reviewing tax-effective projects and rulings, among other tasks.
Brett Dalton has been named national manager for network development. Dalton will now be tasked with the recruitment of practices to the group, in particular its various accountancy practices. He will also be expected to manage the group’s relationship with professional bodies.
Dalton, who has been with PIS for seven years, was described as having previously held roles in PIS’s advice team as Queensland state manager and national manager for key accounts.
Former PIS Queensland branch development manager Tara Cunneen has taken the role of national manager for adviser relations. Cunneen worked in her previous role with the group for six years, and will now focus on the delivery of adviser services, the group said. In advertising the role PIS said the adviser relations executive would take responsibility for PIS’s continuing professional development programs, accreditation and appointment processes, compliance communication and PIS’s in-house paraplanning service, among other responsibilities.
The national manager roles are all located at PIS’s head office in Bundall on the Gold Coast. The group said the roles were advertised both externally and internally, and that the successful candidates were chosen because they demonstrated the ideal skill set in their experience and qualifications.
