- MLC Boosts Group Life Team;
- FPA Names Award Finalists
MLC Boosts Group Life Team
MLC Life will push further into the group life insurance market and has hired five senior staff with institutional client experience from other insurers as part of the move.
MLC Life Group Insurance – Chief Customer Officer, Suzanne Smith said the new staff included experienced pricing actuaries, insurance product experts and relationship managers and would complement the existing deep experience within the business.
The five new staffers include former TAL Senior Business Relationship Manager Michael Shagrin who will take on a similar role at MLC focusing on Corporate & Industry Funds and leading the Industry Super relationship management team.
Shagrin is joined by former TAL staffers Sean Potter and Matt Lang, Potter taking on the role of Senior Relationship Manager and Lang taking on the role of Senior Manager Transformation. Former MetLife Pricing Analyst, Jenny Liu has taken on the role of Pricing Manager at MLC Life and former AMP Client Relationship Manager, Megan Clements has joined as Strategic Product Manager and will play a key role in evolving MLC Life Insurance’s industry fund strategy.
“With this expanded team in place, we are in a very strong position to deepen our existing partnerships with our customers and expand our industry fund portfolio,” said Smith.
The announcement of the new hires follows recent news that MLC Life had signed a distribution deal with its former owners National Australia Bank (NAB) in which the latter would offer MLC’s simple life insurance products via its branch network, over the phone and online.
FPA Names Award Finalists
The Financial Planning Association (FPA) has named the finalists in its annual awards which are to be announced at its Professionals Congress in Perth on 23 and 24 November.
The awards recognise individuals and businesses who have delivered excellent outcomes for clients and have made a notable contribution to their local community and FPA Chief Executive, Dante De Gori said judges of the awards reported the finalists were at the highest standard ever seen in the awards.
Depending on the category, award winners will receive access to consumer media opportunities, financial contribution to professional development and complimentary registration to the FPA Professionals Congress. The FPA Professional Practice of the Year will also benefit from a $10,000 business consultancy package donated by Business Health.
The shortlist for each award is as follows:
FPA CFP Professional of the Year Award
William Johns CFP – Health & Finance Integrated
Tony Sandercock CFP – wetalkmoney
David Sharpe CFP – Globe Financial Planning
FPA Financial Planner AFP of the Year Award
Cody Harmon AFP – Meridian Wealth Management
Tim McLaughlan AFP – Elston Private Wealth
Paul Turner AFP – Wealthwise
FPA Paraplanner of the Year Award
Cynthia Sercombe – Tupicoffs
Shayne Sommer CFP – Shadforth Financial Group
FPA Professional Practice of the Year Award
Capital Partners – West Perth (WA)
Enlightened Financial Solutions – Mackay (QLD)
ipac West Australia – Subiaco (WA)
