Trellia Wealth Partners has announced it has expanded its national adviser services footprint, adding dedicated managed accounts distribution capability in Queensland and South Australia.
The appointments build on Trellia Wealth Partners’ existing adviser services team and expand its capacity nationally. The expansion also reflects Trellia’s investment in stronger practice support through onboarding, client engagement and practice development.
The latest appointments include Nicole Garrett as Director, Managed Accounts, Queensland, and Guy Johnston as Director, Managed Accounts, South Australia.
“We’re excited to continue expanding our team and proud to build a fully fledged national adviser support and engagement capability. With dedicated people in key markets and stronger onboarding and transition support, we can work more closely with advice practices,” said Mr Cameron Spittle, Managing Partner at Trellia Wealth Partners.
“As Trellia grows, we are investing in the people and capabilities that help advice practices implement change, build capacity and make the most of the solutions available to them. Our growing team will help us support a broader range of financial advice practices to make the most of the opportunities in today’s advice landscape.
The appointments of Ms Garrett and Mr Johnston build on the recent strategic appointment of Ms Barclay as Trellia’s Head of Adviser Engagement.
“We’re investing deeply in the support practices need to turn opportunities into long-term partnerships,” Mr Spittle concluded.
Trellia Wealth Partners provides managed account solutions and practice support to financial advisers. Formed through the merger of Betashares’ managed accounts business and InvestSense, Trellia offers index-based, actively managed and bespoke portfolio solutions, alongside practice development, technology and client engagement tools.