AdviserLogic today announced that Paul Harding-Davis will shortly be joining the company as a non-executive director.
Mr Harding-Davis will also be actively contributing to sourcing and securing strategic partnering opportunities with larger Licensees, Accounting firms and significant platform providers for the market-leading adviser software provider.
“Paul’s depth of knowledge of advisers, AFSLs and, particularly, where the Advice market is heading in the next few years will be invaluable.
“For a rapidly growing player such as AdviserLogic, this is a very significant appointment that will assist in our existing growth plans, as well as providing deep insight into the development our future planning. It builds on the announcement of David Smith as our inaugural non-executive Chairman earlier in the year.
“As a business focused on helping Financial Advisers to prosper, we are specialists in building intuitive and sustainable systems for our clients (as well as a range of associated systems and offerings). In appointing Paul we have a proven business builder and leader. His knowledge of AFSLs from inside as a senior executive and externally as a consultant and Distribution executive will greatly assist in identifying larger opportunities that are likely to be open to productivity-enhancing software,” said Daniel Gara, Executive Director, AdviserLogic.
Amongst a number of other key roles during his extensive career, Paul has been the General Manager – Advice for Australian Unity Personal Financial Services Ltd and the CEO Premium Wealth Management Ltd.
His other senior distribution roles have included positions at Australian Ethical and Glebe Asset Management Pty Limited.
Paul also led the establishment of a highly regarded Governance, Risk and Compliance framework at Premium Wealth Management.
These roles followed a long and distinguished career at Zurich Financial Services Australia in a range of positions in institutional and retail distribution, and Life Risk.
Amongst his qualifications, Paul holds a Bachelor of Business from Monash University, an Advanced Diploma Financial Services (Financial Planning), and is a Fellow of the Australian Institute of Company Directors.
Media enquiries
Daniel Gara
Executive Director
AdviserLogic
t: 02 8226 8670
m: 0414 743 480
e: daniel.gara@adviserlogic.com
www.adviserlogic.com