Marcus joins the retirement income specialists from UBS Asset Management following an eight-year tenure, where he most recently held the role of Head of Wholesale Client Coverage. Within this capacity Marcus was responsible for developing and implementing sales strategy and retention for the Australian and New Zealand Wholesale market.

With over twenty years’ experience across the wealth sector Marcus was instrumental in forging enduring connections within the advice community, both on a national scale and within boutique dealer groups. Having started his career as a financial adviser he shares a deep understanding of the advice community and what tools are required to help support clients, especially when planning for retirement.

Speaking on the appointment Allianz Australia Life Insurance CEO, Adrian Stewart said, “We are pleased to welcome Marcus to the Allianz Retire+ team to support advisers and wholesale clients in Victoria. As a business we are continually evolving to meet the needs of retirees, advisers and superfunds, Marcus’ addition is testament to this.

We are assembling a strong team of industry leaders who understand the advice model and are committed to strengthening relationships as we continue to deliver AGILE to market and other solutions into the future.”

Head of Distribution Wealth Management, Andrew Stewart said, “Marcus’ expertise and leadership will be a valuable asset to our growing team. Having experienced managers available to support advisers is critical as we continue to bring next generation retirement income solutions to the market, and we are pleased to have Marcus on board.”

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