RetireInvest has announced it has completed an organisational overhaul and expansion in order to enhance its adviser offer and position for future growth.
The ING-owned dealer group reports structural changes over recent months, which include the appointments of:
Internal Investment Research Team
Dinyar Irani, National Manager, Investment Research
Daniel Miles, Investment Research Manager
Diego Mainou, Investment Research Analyst
Cameron Sinclair, Investment Research Analyst
(all previously Investment Research at Genesys)
Best Practice Manager
Joncarl la Rosa (previously Regional Practice Manager, RetireInvest)
Adviser Systems Team
Hamish Hockley, National Manager Advice Systems (previously Director, Opex Consulting)
Miles Mudie, Advice Manager (previously Consultant)
Customer Service Roles
Melissa Parente, Adviser Systems Helpdesk Administrator (previously Business Development Officer, ING)
Carmela Gervasoni, Adviser Systems Helpdesk Administrator (previously Business Solutions Consultant, ING)
Operations Manager
Tanya Joyce (previously Dealer Group Comissions Manager, RetireInvest)
Chief Financial Officer
David Flynn (previously Head of Finance, Risk & Compliance for ING’s Operations and IT division)
National Manager Risk Insurance
Col Fullagar (previously Risk Manager at Genesys)
Adviser Appointments Coordinator
Katherina Van Rensburg (previously Grow Member Value Coordinator, ING Employer Super team)
RetireInvest CEO, Paul Campbell, said “The changes are significant and are designed to ensure we focus on adviser needs across the business and provide more hands on ongoing support, particularly in the areas of best practice, advice and technology,” adding:
The changes also represent an expansion to a holistic advice model …
“The changes also represent an expansion to a holistic advice model for the business. As the name suggests, RetireInvest had traditionally been associated with retirement and investment advice.”
The dealer advises it has opened eight new locations across Australia since 1 January this year and it is expected that these changes will continue to drive RetireInvest’s growth strategy with existing and new businesses.
RetireInvest is also expected to make further announcements in coming months, relating to its expansion into a dealer group business based on an holistic advice model.
