AdviserVoiceAXA Financial Advice Network Archives - AdviserVoice https://www.adviservoice.com.au/tag/axa-financial-advice-network/ Financial planner information & financial planner education/CPD - AdviserVoice Tue, 21 Jul 2026 21:00:22 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.2 Hillross announces strategic appointments https://www.adviservoice.com.au/2011/05/hillross-announces-strategic-appointments/ https://www.adviservoice.com.au/2011/05/hillross-announces-strategic-appointments/#respond Mon, 16 May 2011 23:58:38 +0000 https://adviservoice.com.au/?p=8683 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.
x
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.

 

]]> 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.
x
“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.
x
The other key appointments are:
x
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.
x
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.
x
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.
x
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.

 

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]]> https://www.adviservoice.com.au/2011/05/hillross-announces-strategic-appointments/feed/ 0 AXA Financial Advice Network announces national adviser of the year https://www.adviservoice.com.au/2011/04/axa-financial-advice-network-announces-national-adviser-of-the-year/ https://www.adviservoice.com.au/2011/04/axa-financial-advice-network-announces-national-adviser-of-the-year/#respond Wed, 27 Apr 2011 05:17:05 +0000 https://adviservoice.com.au/?p=7839 AXA’s Financial Advice Network has announced the winner of its national annual adviser award, the Gerald Lippman Perpetual Trophy. This year’s winner is Paul Aspros of PSK Financial Services
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“This award is presented to the most outstanding adviser who has contributed not only to the AXA network, but to their local and wider community, as well as the profession”, said Andrew Waddell, AXA Financial Advice Network’s General Manager.
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“Each year we assess professional and practice development, feedback from colleagues and the contributions made by the individual, and this year Paul Aspros certainly stood out as someone who strives to make a difference in people’s lives.”
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“This is the highest honour AXA Financial Advice Network can bestow on one of its advisers,” he said.
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Mr Aspros is the practice principle of Sydney based PSK Financial Services, licensed with Charter Financial Planning. Over the years Paul has led the practice through significant growth, and successfully incorporated a number of smaller practices through their business model to become the network’s largest advice business. He was the previous chairman of the Authorised Representatives’ Association (ARA) and is highly respected within AXA’s Financial Advice Network.
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“To be recognised by your peers is always a great honour. I consider many of my fellow advisers as great friends and role models”.
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Mr Aspros also acknowledged there were some challenges ahead for the wider industry.
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“While there is some uncertainty as we look ahead, uncertainty brings with it opportunity, and I am looking forward to seeing advisers take advantage of these opportunities with the support of AMP,” he said.
x
Away from the office, Aspros is the manager of the Sydney University Football Club under 15’s team and recently took a team of young footballers on an overseas tour of Spain. He has also been instrumental in organising and running highly successful charity events for the Heart and Starlight Foundations.
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In 2010 he was actively involved in the development of the Breast Cancer Awareness Workshop and the PSK Prostate Cancer Awareness Workshop that provided educational forums to assist with the prevention or early detection of these diseases.
]]> AXA’s Financial Advice Network has announced the winner of its national annual adviser award, the Gerald Lippman Perpetual Trophy. This year’s winner is Paul Aspros of PSK Financial Services
x
“This award is presented to the most outstanding adviser who has contributed not only to the AXA network, but to their local and wider community, as well as the profession”, said Andrew Waddell, AXA Financial Advice Network’s General Manager.
x
“Each year we assess professional and practice development, feedback from colleagues and the contributions made by the individual, and this year Paul Aspros certainly stood out as someone who strives to make a difference in people’s lives.”
x
“This is the highest honour AXA Financial Advice Network can bestow on one of its advisers,” he said.
x
Mr Aspros is the practice principle of Sydney based PSK Financial Services, licensed with Charter Financial Planning. Over the years Paul has led the practice through significant growth, and successfully incorporated a number of smaller practices through their business model to become the network’s largest advice business. He was the previous chairman of the Authorised Representatives’ Association (ARA) and is highly respected within AXA’s Financial Advice Network.
x
“To be recognised by your peers is always a great honour. I consider many of my fellow advisers as great friends and role models”.
x
Mr Aspros also acknowledged there were some challenges ahead for the wider industry.
x
“While there is some uncertainty as we look ahead, uncertainty brings with it opportunity, and I am looking forward to seeing advisers take advantage of these opportunities with the support of AMP,” he said.
x
Away from the office, Aspros is the manager of the Sydney University Football Club under 15’s team and recently took a team of young footballers on an overseas tour of Spain. He has also been instrumental in organising and running highly successful charity events for the Heart and Starlight Foundations.
x
In 2010 he was actively involved in the development of the Breast Cancer Awareness Workshop and the PSK Prostate Cancer Awareness Workshop that provided educational forums to assist with the prevention or early detection of these diseases.

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