Milliman announces appointment of Andrew Whelan as Director, Adviser Services


Global actuarial firm Milliman has announced the appointment of Andrew Whelan to the position of Director, Adviser Services.

In this newly created role Mr Whelan will spearhead the development and management of retail and wholesale partnerships nationally, with a key focus on financial advisers and their dealer groups.

Principal of Milliman Australia, Wade Matterson, commented, “We are delighted to have secured Andrew for this exciting new role. Andrew’s understanding of the financial advice landscape in Australia is unrivalled, and his vast experience and success in previous roles positions him perfectly to expand Milliman’s services.”

“Our focus on retirement solutions in Australia has led to the development of a range of unique offerings across investment solutions, advice algorithms and data driven research. We’re seeing growing interest in our work from financial advice businesses as they seek to deliver superior client outcomes in a complex and changing environment.”

Mr Whelan joins Milliman from CCUBE Integrated Wealth where he held the position of General Manager, Sales and Marketing, responsible for all business through the adviser channel. This followed a lengthy tenure with MorningStar Australasia where Mr Whelan held the roles of Head of Adviser Solutions & Head of Deal Desk.

Mr Whelan commented: “Milliman’s offering to Australian advisers is truly compelling. Milliman is at the forefront of a number of the emerging trends shaping the financial advice industry, including the development and implementation of Goals Based Advice tools and frameworks, investment solutions to help manage sequencing and longevity risk, and detailed research on the behavior of retirees.

“I look forward to working with Wade and the team as Milliman continues its expansion in the Australian market.”

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