The role reports directly to Shadia Kouzma, who is State Manager for those regions.

The role will commence effective immediately and Mr Milosevski will be charged with supporting both Ms Kouzma and the PPS Mutual proposition amongst a select group of financial advisers throughout the aforementioned states.

Ms Kouzma, said, “Jason is a welcome addition to the PPS Mutual team. We are confident that Jason’s experience aligns with our mission at PPS Mutual to educate advisers on the exceptional benefits of our mutual model.”

Mr Milosevski joins PPS Mutual from Synchron where he has been the Victorian State Manager for the past five years, developing and maintaining relationships with high calibre advisers within the region.

Prior to this, Mr Milosevski worked as a Business Development Manager at Zurich and a Team Manager at AXA/AMP.

Having spent over 8 years in business development roles, Mr Milosevski brings great insight and knowledge of the issues that face advisers and advice businesses in the current climate.

“I am looking forward to joining the growing team at PPS Mutual. With its profit-sharing business model, founded on principles of mutuality, I believe PPS Mutual offers Australian professionals a truly unique proposition”, Mr Milosevski said.

PPS Mutual is supported by PPS South Africa, the largest multi-disciplinary group of professionals in the world and the largest mutual company in South Africa.  PPS Mutual is based on the proven PPS business model that has been hugely successful in South Africa since the 1940s – sharing over $2.5 billion in profits with Members over the last 10 years.

PPS Mutual is owned by its Australian professional members who share in the profits of the products that they buy.

The post PPS Mutual strengthens team with new Senior Business Development Manager in Victoria and Tasmania appeared first on AdviserVoice.

Ms Congdon joins Synchron after 10 years as a Business Development Manager with MLC Life Insurance, where she worked on the Synchron account. She also worked for a period of time as an insurance adviser.

Announcing the appointment of Ms Congdon, which was effective Monday 26 October, 2020, Synchron Director Don Trapnell said, “We are delighted to welcome Sarah to the Synchron team. Sarah has extensive industry experience and an excellent understanding of insurance, financial advice and practice development. She is also a 2017 NextGen graduate and a highly-valued member of the Synchron community.”

Ms Congdon started her career in 2002 as an insurance specialist with the Commonwealth Bank in Mildura, Victoria and also worked in London as a senior secretary for Morgan Stanley in 2007-08. She holds a Bachelor of Science and Business, Mathematics and Economics from Flinders University and has a particular interest and expertise in business insurance.

Ms Congdon said, “I have always been impressed by the Synchron culture, the sense of community and inclusiveness amongst its staff and advisers and the integrity of its management team. I’m already enjoying working with Synchron’s Victorian advisers, who have shown a refreshing willingness to support each other and share ideas. I’m really looking forward to helping them explore opportunities that further grow and develop their practices.”

Ms Congdon succeeds Jason Milosevski, who has been Victorian State Manager since 2015.

Mr Trapnell said, “Jason has made a very valuable contribution to Synchron, introducing innovative ways for the Synchron community to connect, including our adviser Mastermind sessions. He leaves with our very best wishes for the future.”

Mr Milosevski’s resignation is effective Friday 30 October 2020.

The post Synchron appoints Sarah Congdon VIC State Manager appeared first on AdviserVoice.

Synchron Director Don Trapnell said, “Since the untimely passing of Synchron Director, Paul Riegelhuth, Victoria has been managed in-house by fellow Director, John Prossor and myself, however as we enter a growth phase for Victoria it is now time to pass the baton to a dedicated State Manager.”

Mr Milosevski is a Synchron NextGen graduate and, having attended two NextGen conferences, was identified for the position after senior Synchron executives noted his interactions with fellow delegates. “We are delighted to appoint someone of Jason’s caliber,” Mr Trapnell said. “With more than 12 years’ experience in the life insurance industry, we believe he has the right skills, experience and relationships to help drive Synchron’s business growth in Victoria.”

Mr Milosevski was most recently a popular and respected Victorian Business Development Manager for Zurich and has previously held roles with AMP and AXA. He will be mentored by Synchron Independent Chair, Michael Harrison.

Mr Trapnell said Synchron wants to replicate its success in Western Australia, where the number of advisers under the Synchron umbrella increased from 14 in 2012, to 56 in 2015, following the appointment of West Australian State Manager, Bernie Fernandes. “Our initial goal is to increase our presence in Victoria from 125 authorised representatives to 175 in the next two years.”

Synchron is one of the largest non-institutionally owned financial services licensees by adviser numbers in the country and one of the fastest growing.

The post Synchron appoints Jason Milosevski as Victorian State Manager appeared first on AdviserVoice.