| Hillross has completed a series of senior appointments, boosting the level of regionalised support to its network of advisers.
Hillross Managing Director Hugh Humphrey said the appointments were an important step for Hillross as it pushed forward with its growth strategy.
“As affluent clients can have more complex needs, our practices value localised, accessible support from Hillross. We are confident we now have the capacity and scalable resources to broaden our adviser network across the country.
“Our investment in these newly created roles highlights our commitment to our face-to-face adviser network and ensures they have access to local expert knowledge to help them grow their businesses and realise their ambition.
”The 12 adviser network roles are based in Melbourne, Perth, Brisbane and Sydney, with a larger team in Melbourne to support South Australia and Tasmania. One of the Brisbane based roles has been filled by AXA’s former Investment Research Manager, Hamish Trumbull, who now takes on the role of Business Partnership Manager in Queensland.
Mr Humphrey said Trumbull’s appointment was a good example of how the benefits of bringing AXA and AMP together can create new opportunities for employees within the merged entity.
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“Hamish brings a wealth of experience to his new role. As well as representing AXA on a number of investment committees and research assignments, he has extensive experience coaching advisers on advice, client retention and new business opportunities,” he said.
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The other key appointments are:
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Monique Moore – Head of Financial Planning, Victoria, South Australia & Tasmania
Monique has joined Hillross from Suncorp where she held the position of General Manager Gold Coast since 2009. Having spent more than a decade with GE and Wizard, Monique’s experience of growing and managing businesses is a great fit for the Hillross growth strategy and licensee development.
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Robin Memory – Business Partnership Manager, Tasmania & Victoria
Robin has spent the last two years consulting to financial planning businesses, and has experience working with financial advisers within NAB, MLC and Securitor. Robin supports a panel of Hillross advisers in Tasmania and Victoria.
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James Grant – Business Partnership Manager, South Australia & Victoria
James has worked within investment banking and finance, consulting to small and medium sized businesses. In working with KPMG and more recently in his own management consulting business, James has helped clients to grow their businesses and manage their risks and challenges. James supports a panel of Hillross advisers in South Australia and Victoria.
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Elwyn Moyser – Business Partnership Manager, Western Australia.
Elwyn will be returning to her home town of Perth, having worked as a business partnership manager for AMP financial planning in NSW before she left to run her own advice & consultancy firm Vida Private Client Services. She has a strong relationship management and practice development background, with over a decade of financial services experience having also worked for MLC & AFG Financial Planning. |