Perpetual Private has appointed a former ipac securities executive as head of strategic advice.
Colin Lewis will be responsible for leading Perpetual Private's strategic advice team, which delivers training and support to the firm's advisers.
Perpetual Private general manager of advice delivery, Marion Enander, said Mr Lewis' appointment will strengthen the firm's advice delivery.
"As a strong, technical expert, he will play an important role in Perpetual's ongoing delivery of advice excellence by our advisers and the alliance partners we work with," Ms Enander said.
"The strategic advice team manages complex topics and Colin's ability to simplify these in an engaging way will be a real advantage for our advisers, high net worth clients and alliance partners."
"Delivering high quality advice is a key differentiator for Perpetual Private and Colin's arrival will further strengthen our advice delivery," she said.
Mr Lewis will commence in the role on 17 August 2015.
The SMSF Association is the latest body to push for the inclusion of managed investment schemes in the CSLR; however, ...
While the rules around the tax deductibility of advice fees were technically updated in December 2023, the profession ...
Financial adviser at Complete Wealth, Dr Ben Neilson, explains how advisers have improved their perceived value over the ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin