- Rantall Hands Over the Reins;
- Omnium Signs Dover Deal;
- Zurich Increases Support for Advice Graduates
Rantall Hands Over the Reins
Financial Planning Association (FPA) chief executive Mark Rantall has formally stepped down from the role, handing the position to former General Manager of Policy and Conduct, Dante De Gori.
The move was flagged by Rantall and the FPA in November 2015 at the association’s national conference with Rantall to remain on the FPA Board as a non-executive director
Both Rantall and DeGori have been with the association since 2010 and both hold the Certified Financial Planner designation, with DeGori becoming the second chief executive of the FPA to hold the designation after Rantall.
The transition of chief executive has been accompanied by two appointments with Benjamin Marshan taking on the role of FPA Manager of Professional Standards and Advocacy and Dimitri Diamantes taking on the role of FPA Policy Manager.
Omnium Signs Dover Deal
Risk technology provider Omnium will provide its risk research tool, OmniLife, to the 270 advisers within the Dover Financial Advisers group after the two groups struck a pricing deal.
Omnium director Dr David King said Dover had continued to promote Omnium to its adviser base “…and based on that commitment, we are more than happy to provide a dealer discount to Dover”.
Omnium recently launched the first straight through process solution and are looking towards a new Risk Robo advice solution.
Zurich Increases Support for Advice Graduates
Life insurer Zurich Financial Services Australia will continue its sponsorship of graduate talent resourcing firm Grad Mentor but will expand its role with speed networking events, increased professional development pathways for young adviser and spreading awareness of financial advice as career for university graduates.
Zurich will host the first Grad Mentor speed-networking event in Sydney on 1 March, with additional dates scheduled later in the year.
Younger advisers will also be given opportunities to present their ideas and perspectives at professional development events said Zurich Australian Life and Investments, Head of Distribution, Kristine Brooks.
“Sharing best practice from industry leaders who are propelling the profession forward is one of Zurich’s five pillars of LIF support for advisers – our ‘Blueprints for the Future’ – and it is one of the significant ways we will be helping support advisers throughout the year,” Brooks said.
