The Institute of Managed Account Professionals (IMAP) has announced a series of new appointments to its Advisory Board. This change is being made concurrent with Toby Potter, Chair of IMAP, moving to a more full time role with the organisation following his departure from his role as National Manager, Platform Strategy and Managed Accounts with […]
appointments
Profile Financial Services appoints Jerome Bodisco as Head of Investments
Financial advisory and wealth management firm, Profile Financial Services, has made two senior appointments to support its recent strong growth. Jerome Bodisco has become Head of Investments. He has extensive experience across a broad range of asset classes and managers, and has long had an interest in goals-based investing. Mr Bodisco was previously a Senior […]
Paul Harding-Davis to join AdviserLogic in hybrid role
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 […]
Tim Baker joins Republic Capital as CEO
Republic Capital has appointed Tim Baker as Chief Executive Officer. Tim has vast experience in delivering elegant solutions to complex challenges and brings a collaborative leadership style to this dynamic business. Mr Baker was formerly CEO of Resources Super. Tim graduated from Curtin University in Western Australia with a Bachelor of Commerce majoring in Banking […]
Republic Capital has appointed Matthew Glasner as a director
Republic Capital Management Limited is adding to its Board to strengthen its management expertise to assist the international growth of the Sydney-based firm into a global player.
Insync Fund Managers appoints new BDM
Sydney-based firm, Insync Fund Managers, has appointed Yu Ming Cawthorn as the Business Development Manager for its flagship fund the Insync Global Titans Fund. Ms Cawthorn joins Insync from Yellow Brick Road where she was National Manager of Wealth Operations and responsible for implementing YBR’s wealth offering into their branch network. Insync is excited about […]
Former President of the Institute of Chartered Accountants joins AdviserLogic as strategic consultant
AdviserLogic announced today that Mr David Smith has been appointed as a consultant to the AdviserLogic Group. Mr Smith will be appointed to the Board as a Non-Executive Chairman in due course. Mr Smith is a well-respected industry figure in accounting, software development and financial services circles; having created a successful software business including a […]