The new appointments bring the firm’s total national adviser base to 91.

Commenting on the expansion, Michael Chisholm, chief executive of Crestone said that over the past several years, the Crestone client base in Queensland had grown, demanding the establishment of an expanded Queensland presence.

Shane Fisher has 28 plus years’ experience in Financial Services with a diverse background and joins Crestone from Westpac Private Bank and St George Private Bank. A former Director for Global Investment Services with the Westpac Group, Mr Fisher has extensive investment experience across all traditional and alternative asset classes, dealing with boutique and private wealth businesses, private banks, foreign investment banks, HNW clients and family office investors.

John Paul Geribello joins Crestone from Westpac Global Investment Services, where he was an Investment Director, responsible for the implementation and delivery of the direct wealth proposition for self-directed clients of Westpac Private Bank and St George Private across Queensland. With over 20 years’ financial services experience, Mr Geribello has a proven track record in providing investment advice, opportunities, insights and thought leadership to Institutional, Corporate, Family Offices and HNW investors on their investment strategies and risk management of traditional asset classes, structured solutions and alternative investments.

Darryl Wasserman is a financial services specialist with over 19 years’ experience in the banking and communications sector. Mr Wasserman joins Crestone from Westpac Private Bank where he was previously a Private Banker providing specialised service and advice to some of Queensland’s wealthiest families. Mr Wasserman has a double degree in Finance and Economics and is passionate about delivering exceptional outcomes for his clients.

Chris Mackenzie has 19 years’ experience and joins Crestone from ANZ Private, where he was a Private Wealth Adviser. He provided wealth management services through provision of retail and wholesale personal advice on structuring and investments to HNW families and individuals.

Simon Rogers joins Crestone from Perpetual Private, where he was a Partner, responsible for leading a high-performance wealth management team in the provision of both retail and wholesale advice. He has been providing personal advice to private clients for almost 15 years: his clients have included charitable foundations, wealthy families, not-for-profit organisations, medical specialists, successful business owners, landowners, senior executives and entrepreneurs.                                              

Jason Poppi has 10 plus years’ experience and joins Crestone from NAB Investor Sales, where he was previously an Associate Director. In this role, Mr Poppi was responsible for building and managing a portfolio of HNW investors and has a proven track record of building deep relationships with HNW and UHNW families. 

All new hires will report directly to Michael Tritton, Head of Advisory for NSW, QLD and SA.

Commenting on the new appointments, Mr Tritton said that the competency within the team reflects a continuing desire to deliver unparalleled insights and investment solutions to business owners, the not-for profit/charitable sector, HNW individuals and their families in Queensland.

“The new advisers are welcome additions to our growing team. Crestone offers global, multi- asset class portfolio construction and management solutions and we are confident the expertise these six advisers possess will complement our existing business and offering.”

The post Crestone Wealth Management doubles Brisbane presence with new investment advisers appeared first on AdviserVoice.

Commenting further on the announcement, Kris Mason and Drew Burden said the appointments reflect MBS’s commitment and focus on investing in, and bringing through, talent in key practice areas.

“Our new partners have worked extremely hard to forge a successful career at MBS and we are proud to offer them the opportunity to lead a firm with a compelling future”, affirmed Kris Mason and Drew Burden.

Chris MacKenzie and Brent McCullough joined MBS just over five years ago when they were identified by the advice practice partners for their interpersonal skills and qualities and invited to join the team initially in administrative roles.

Both Chris and Brent shared many excellent attributes that the MBS partners regarded as essential for a modern practice with an eye on the future. They were young, ambitious, university graduates with young families, eager to take on a new career and challenge.

Most importantly, they displayed a commitment to the highest standards of financial advice, exemplary client service and ongoing personal and professional growth – in summary, they were the ideal demographic, attitude and cultural fit for MBS.

On joining MBS, both Chris and Brent understudied, mentored and were coached by partners Kris Mason and Drew Burden respectively as part of a comprehensive development pathway that culminated in their appointment as authorised representatives in October 2015.

A number of long term career goals were also set, including partner in the business as an aspiration for all parties.

As part of their development and recognition of professional growth and exceptional ability to nurture strong, sustainable relationships with clients, Chris and Brent were assigned to manage and deliver specialist risk advice in MBS’s strategic alliances with Pitcher Partners and Prime Advisory.

“Both Chris and Brent are outstanding individuals and we are confident they will play a crucial role in the future of MBS and reflected both the growth of that practice and the firm’s commitment to servicing our clients.

“In addition, we are committed to identifying and bringing into MBS and the risk advice sector, the next generation of talent”, concluded Kris Mason and Drew Burden.

The post MBS Insurance realises business goal by promoting two new partners from within the practice appeared first on AdviserVoice.

In welcoming Chris MacKenzie and Brent McCullough to the team as authorised representatives, Kris Mason said it was their interpersonal and people skills that first brought them to the attention of MBS just over three years ago and as a result, were invited to join the Sydney headquartered risk specialist advice practice.

Chris and Brent also shared many excellent attributes that Kris felt were essential in order to be successful as an adviser in the modern era – they were young, ambitious, university graduates with young families, eager to take on a new career and challenge and displayed a commitment to ongoing personal and professional growth.

In summary, they were the ideal demographic, attitude and cultural fit for MBS.

MBS opened its doors just over 10 years ago and has grown steadily through a marketplace offer that supports and assists accounting practices to provide a comprehensive risk offering to their clients. Highly regarded as a leading advisory firm by accounting businesses, today they provide nearly 70% of MBS’s business and new business referrals/enquiries.

MBS partners attribute the success and longevity of the business to only employing high quality people that have a commitment to the highest standards of client service – and it isn’t a process delegated to a recruitment agency.

“We put our staff and advisers first in order to ensure that our clients are first – so no misfits and a cultural fit are our key employment criteria”, said Kris Mason.

“In addition, as partners we are committed to developing our people, mentoring and passing on business and life skills to the next generation – in other words – we lead by example!”

Since joining MBS, both Chris and Brent understudied, mentored and were coached by partners Kris Mason and Drew Burden respectively as part of a comprehensive development pathway that culminated in their appointment as authorised representatives last month.

A number of long term career goals have also been set with equity in the business an aspiration for all parties.

Both Kris Mason and Drew Burden maintain that advice is a people business and it’s not difficult for principals during the course of their P2P advice activities to identify special individuals with potential to succeed as they possess those all important traits and characteristics that are common to the best advisers and practitioners.

This is also a very exciting time for MBS having joined the Bombora Advice network a few months ago with the relationship providing the group access to services and support that will underpin the long term business growth objectives of the business.

Access to the Bombora national network of industry stalwarts has provided a further dimension in the growth and development of Chris and Brent who have been overwhelmed by the generosity and willingness to share and support them in their career journey as professional advisers.

The proof is in the pudding they say said Bombora Advice Managing Director Wayne Handley. “I’m proud to say that we have a great advice business and by all measures Bombora has and continues to be very successful. The rewards of our collegiate and sharing approach have been immense and multi dimensional and the benefits have exceeded our collective expectations”.

Although the advice industry continues to face and be buffeted by the many regulatory headwinds of change, there is one fundamental principle that has steadfastly stood the test of time – and will continue to do so – and that is this is first and foremost a people business said Kris Mason.

The post MBS Insurance adds two new authorised representatives appeared first on AdviserVoice.