BT Life Insurance has bolstered its technical support capability with the appointment of Jason Menzies as Technical Manager, Life Insurance.
In a newly created role, Jason will be responsible for developing and leading the delivery of first class technical support to the life insurance team and financial adviser networks.
Head of Life Insurance, Phil Hay, said Jason’s role is an integral part of the strategic growth of the insurance business and demonstrates BT’s commitment to strengthening its insurance capability.
“Jason’s team will provide legislative and technical expertise to the BT Life insurance business and its distribution channels as well as support the business’ product development process,” Phil said. “By developing the technical capabilities across our business, we can offer advisers leadership in time of change and help mobilise our teams quickly in response.
“Jason has more than 15 years experience in the financial planning industry and will also share his expertise with our distribution team to deliver first class technical support to our advisers.”
Jason joins the Insurance team from BT Financial Group’s Advice business where he was Head of Technical prior to the merger of St.George and Westpac and continued to manage the technical hotline for 12 months after the merger.
Before joining the Advice business he held a number of senior roles with Tribeca (now Kaplan) including Head of Technical Services, Head of Distribution and Head of Financial Planning and Stockbroking. Whilst at Tribeca he developed Ontrack, now used by more than 20,000 financial planners, stockbrokers and support staff to meet the professional development requirements of ASIC Regulatory Guide RG146.
Jason is the author of a number of ASIC RG146 compliant courses for the Diploma and Advanced Diploma of Financial Services (Financial Planning) including Tribeca’s Superannuation and Retirement Planning, Taxation Planning and Self Managed Superannuation Fund courses, as well as Pinnacle Financial Services Academy’s Superannuation and Retirement Planning course
