Independently owned fixed income intermediary, Curve Securities, has further increased its focus on advisers, with the appointment of Shane Heard to the role of Director TD Gateway – Advisor Relations. The appointment follows the recent launch of TD Gateway, which gives advisers the mechanism to quickly and simply identify the best short and long term interest rates available in the market.
Managing Director, Andrew Murray, said Curve Securities recognised the increasing pressure on advisers to improve efficiency and that the group was witnessing strong demand for the TD Gateway Service.
“We have been servicing corporates and middle market participants since 2009. TD Gateway was launched in the past month and is now available to a number of dealer groups including William Buck Wealth Advisors (NSW) Pty Ltd. Shane has joined the team to help promote education around the offering and to ensure we remain responsive to the changing needs of advisers.”
Mr Heard has more than 13 years experience in Customer Service & Relationship Management with nine years specifically dedicated to the Financial Services Industry. He has held positions with CBA, BT Financial Group and most recently, RaboDirect. In 2010, Shane became a founding member of RaboDirect’s intermediary Key Account Services business. He was responsible for the development and implementation of key strategic acquisition initiatives in intermediary, broker and indirect market channels.
The appointment also follows the appointment of Peter Sheahan in December 2012. Mr Sheahan has worked in Banking and Finance for 35 years and Capital Markets for 30 years, primarily with NAB. His appointment as NAB’s NSW State Distribution Manager Fixed Interest in 1991 brought his high level relationships with Central Banks, Regulatory Bodies, State Central Borrowing Authorities and Institutional Clients to this new role. Mr Sheahan was appointed Chairman of the AFMA Long Term Securities Committee for two years between 1999 & 2001.
TD Gateway The Gateway typically caters for deposits of $50,000 to $5,000,000. Curve Securities manages all the administration and application and ensures the term deposit is set up at the secured rate and nominated term. The service is free to advisors and funds are placed directly with the bank, building society or credit union concerned.
