AdviserVoiceJessica Brady Archives - AdviserVoice https://www.adviservoice.com.au/tag/jessica-brady/ Financial planner information & financial planner education/CPD - AdviserVoice Thu, 23 Jul 2026 20:30:20 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.2 Granite Bay Private Wealth launches, redefining how private wealth is delivered in Australia https://www.adviservoice.com.au/2026/01/granite-bay-private-wealth-launches-redefining-how-private-wealth-is-delivered-in-australia/ https://www.adviservoice.com.au/2026/01/granite-bay-private-wealth-launches-redefining-how-private-wealth-is-delivered-in-australia/#respond Thu, 15 Jan 2026 20:15:13 +0000 https://www.adviservoice.com.au/?p=108541

(L to R): Steve Moon, David Asplin, Jessica Brady, Matt Nicholls

A new adviser-led wealth firm has entered the Australian market with the launch of Granite Bay Private Wealth, positioning itself as a contemporary alternative to traditional wealth advisory models.

The business has been established by a partnership of senior investment advisers and experienced industry executives, serving high-net-worth individuals, multi-generational families and sophisticated private capital. Operating from Sydney and Brisbane, with plans to expand into Melbourne, Granite Bay is executing an ambitious growth strategy supported by a syndicate of prominent investors

Granite Bay’s founding team includes Managing Partner, Steve Moon, who brings more than two decades of private wealth experience across global institutions including Morgan Stanley, UBS and Macquarie.

Recognising changing expectations in the Australian wealth market, as high-net-worth investors increasingly prioritise transparency, contemporary infrastructure and institutional-grade investment capability, the founders of Granite Bay set out to bring together the scale and access of a global institution, delivered with the focus and care of a privately owned firm.

“The Australian wealth market is rapidly evolving. Understanding our client needs and what’s important to them was at the forefront of our mind in establishing this business,” said Moon. “We wanted to offer investors genuine choice beyond the large institutions. Both clients and advisers deserve something better, something built on experience, trust and a genuinely aligned model.”
David Asplin, joins Moon as Chief Executive Officer, bringing more than 30 years’ experience in funds management and operational leadership from QIC, Challenger and Colonial First State.
“Granite Bay has no outdated legacy systems, no inherited constraints, and makes no compromises. Everything, from our governance frameworks to our technology stack to the partnerships we’ve carefully selected, has been designed with a single intention: to deliver a premium, contemporary and secure client experience.”

Joining Moon and Asplin on the Granite Bay executive team are Matt Nicholls, Chief Operating Officer, and Jessica Brady, General Manager.

Nicholls brings more than 30 years of experience leading teams and driving operational excellence, transformation and growth across global markets, including senior leadership roles with Morgan Stanley and Macquarie. Brady has 20 years’ experience across wealth advisory and platforms, with senior roles at Macquarie, BT Financial Group and Colonial First State.

Granite Bay has appointed Damien Frawley as Founding Chair. A former CEO of QIC and Country Head of BlackRock Australia, Damien currently chairs Hostplus Superannuation and QTC Capital Markets, and serves on the boards of Mirvac and Elders.

“I chose to be involved with Granite Bay because it’s built on the principles that matter most in wealth management: strong governance, disciplined decision-making and a genuine commitment to doing things properly. This is a business that operates with the transparency and accountability that clients rightly expect,” Frawley said.

Granite Bay has appointed BlackRock, one of the world’s largest asset managers, as its Outsourced Chief Investment Officer (OCIO), giving Granite Bay clients and advisers access to BlackRock’s global capabilities and the multi-decade track record of its Multi-Asset Strategy and Solutions (MASS) team.

David Griffith, Head of Multi Asset Strategy Solutions, BlackRock Australasia, said “Granite Bay’s solutions-led model is a strong fit for our Outsourced Chief Investment Officer offering. The appointment showcases how we can deliver institutional-grade investment thinking to the private wealth market.”

Chantal Giles, Head of Wealth Australasia & APAC Strategic Clients at BlackRock, said “The Australian private wealth market is evolving at pace, with investors seeking greater accessibility, transparency, diversification, and institutional quality solutions. By appointing BlackRock as its OCIO, Granite Bay advisers will benefit from BlackRock’s multi-asset teams’ expertise to meet their clients growing demand all while bringing institutional capabilities within easier reach for their clients.”

Alongside the OCIO appointment, Granite Bay has formed a highly-credentialled Investment Committee independently chaired by Debbie Alliston, former Head of Investments at BT Investment Management and former CIO for AMP Capital’s $80bn multi-asset business, and supported by external consultants David Griffith, Head of Multi Asset Strategy Solutions, BlackRock Australasia and John Lockton, Head of Investment Strategy, MST Financial.

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(L to R): Steve Moon, David Asplin, Jessica Brady, Matt Nicholls

A new adviser-led wealth firm has entered the Australian market with the launch of Granite Bay Private Wealth, positioning itself as a contemporary alternative to traditional wealth advisory models.

The business has been established by a partnership of senior investment advisers and experienced industry executives, serving high-net-worth individuals, multi-generational families and sophisticated private capital. Operating from Sydney and Brisbane, with plans to expand into Melbourne, Granite Bay is executing an ambitious growth strategy supported by a syndicate of prominent investors

Granite Bay’s founding team includes Managing Partner, Steve Moon, who brings more than two decades of private wealth experience across global institutions including Morgan Stanley, UBS and Macquarie.

Recognising changing expectations in the Australian wealth market, as high-net-worth investors increasingly prioritise transparency, contemporary infrastructure and institutional-grade investment capability, the founders of Granite Bay set out to bring together the scale and access of a global institution, delivered with the focus and care of a privately owned firm.

“The Australian wealth market is rapidly evolving. Understanding our client needs and what’s important to them was at the forefront of our mind in establishing this business,” said Moon. “We wanted to offer investors genuine choice beyond the large institutions. Both clients and advisers deserve something better, something built on experience, trust and a genuinely aligned model.”
David Asplin, joins Moon as Chief Executive Officer, bringing more than 30 years’ experience in funds management and operational leadership from QIC, Challenger and Colonial First State.
“Granite Bay has no outdated legacy systems, no inherited constraints, and makes no compromises. Everything, from our governance frameworks to our technology stack to the partnerships we’ve carefully selected, has been designed with a single intention: to deliver a premium, contemporary and secure client experience.”

Joining Moon and Asplin on the Granite Bay executive team are Matt Nicholls, Chief Operating Officer, and Jessica Brady, General Manager.

Nicholls brings more than 30 years of experience leading teams and driving operational excellence, transformation and growth across global markets, including senior leadership roles with Morgan Stanley and Macquarie. Brady has 20 years’ experience across wealth advisory and platforms, with senior roles at Macquarie, BT Financial Group and Colonial First State.

Granite Bay has appointed Damien Frawley as Founding Chair. A former CEO of QIC and Country Head of BlackRock Australia, Damien currently chairs Hostplus Superannuation and QTC Capital Markets, and serves on the boards of Mirvac and Elders.

“I chose to be involved with Granite Bay because it’s built on the principles that matter most in wealth management: strong governance, disciplined decision-making and a genuine commitment to doing things properly. This is a business that operates with the transparency and accountability that clients rightly expect,” Frawley said.

Granite Bay has appointed BlackRock, one of the world’s largest asset managers, as its Outsourced Chief Investment Officer (OCIO), giving Granite Bay clients and advisers access to BlackRock’s global capabilities and the multi-decade track record of its Multi-Asset Strategy and Solutions (MASS) team.

David Griffith, Head of Multi Asset Strategy Solutions, BlackRock Australasia, said “Granite Bay’s solutions-led model is a strong fit for our Outsourced Chief Investment Officer offering. The appointment showcases how we can deliver institutional-grade investment thinking to the private wealth market.”

Chantal Giles, Head of Wealth Australasia & APAC Strategic Clients at BlackRock, said “The Australian private wealth market is evolving at pace, with investors seeking greater accessibility, transparency, diversification, and institutional quality solutions. By appointing BlackRock as its OCIO, Granite Bay advisers will benefit from BlackRock’s multi-asset teams’ expertise to meet their clients growing demand all while bringing institutional capabilities within easier reach for their clients.”

Alongside the OCIO appointment, Granite Bay has formed a highly-credentialled Investment Committee independently chaired by Debbie Alliston, former Head of Investments at BT Investment Management and former CIO for AMP Capital’s $80bn multi-asset business, and supported by external consultants David Griffith, Head of Multi Asset Strategy Solutions, BlackRock Australasia and John Lockton, Head of Investment Strategy, MST Financial.

The post Granite Bay Private Wealth launches, redefining how private wealth is delivered in Australia appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2026/01/granite-bay-private-wealth-launches-redefining-how-private-wealth-is-delivered-in-australia/feed/ 0 Zurich adviser ‘think tank’ says financial coaching is the way of the future https://www.adviservoice.com.au/2017/08/zurich-adviser-think-tank-says-financial-coaching-way-future/ https://www.adviservoice.com.au/2017/08/zurich-adviser-think-tank-says-financial-coaching-way-future/#respond Tue, 22 Aug 2017 22:00:55 +0000 https://adviservoice.com.au/?p=50760

Richard Dunkerley

Financial advisers have an opportunity to elevate their services into that of ‘financial coach,’ making themselves as relevant to their clients as other lifestyle professionals, according to a new whitepaper by Zurich Life & Investments.

BusinessFIT: Navigating toward the advice practice of tomorrow, launched yesterday, is based on findings of a workshop which included some of the industry’s most progressive and successful thought-leaders. It considers the fundamental characteristics of prosperous advice practices over the medium-long term, to 2020 and 2025. This is in the face of changing consumer demographics and demands, increasing industry regulation and advancing technologies.

The four main recommendations are:

  1. Advisers need to consider how to shift their service from one of ‘technical specialist’ to one of financial lifestyle coach, relating money and wealth goals to their clients’ lifestyle aspirations, objectives and passions. This becomes particularly important as the values of target audiences change, appreciating experiences as well as things, for example. This trend is becoming more common in Millennials who are being forced to rethink home-ownership as the great Australian dream, and Baby-Boomers who are looking to enjoy their retirement with greater health, hobbies and travel.
  2. Advisers need powerful back office technologies to support increasing regulatory demands. Ever-increasing regulatory requirements and greater demands for transparency means that successful advice practices will have no choice but to invest in technologies that can automate reporting. Those practices can install the right technologies – within their businesses and through their dealer groups – to efficiently support these administrative requirements, will also be able to dedicate more focus to client consultations and outcomes.
  3. Clients will still demand the ‘human touch,’ but emerging automated technologies can play an important technical role. Artificial intelligence and robo-advice, amongst other emerging technologies, may be able to model portfolios much more quickly than an individual financial adviser, and so they have the potential to play an important role. This will not, however, supersede the human relationship between financial coach and client – the building of trust and relationship, emotional intelligence and the translation of lifestyle aspirations into monetary and wealth goals.
  4. Consider scalable digital solutions to keep in touch with ‘roaming’ clients, facilitating ongoing communication from wherever they are located. Beyond the ‘human touch’ of a face-to-face appointment, this involves having tools that clients can engage with whilst they are on the go. This might include an app that provides real-time updates on their portfolios, but also let’s them scenario plan, seeing the potential impact should they save or invest more money each month, or change their investment ratios or strategy. By private-labelling basic financial apps, advisers can give clients the opportunity to be as hands-on or hands-off with their money as they please, while still having the trust and personal guidance of a professional financial lifestyle coach to build a wealth strategy in line with their life aspirations.

Zurich’s BusinessFIT whitepaper was developed with the input of workshop participants including Jessica Brady from BT Financial Group, David Clark from Koda Capital, Tim Deamer from Crosbie Wealth, Peita Diamantidis from Caboodle Financial Services, Matt Heine from NetWealth, and Adrian Patty from AP Financial Services, along with futurist Anders Sörman-Nilsson.

In summing up one of the main recommendations, Peita Diamantidis, said, “Our industry can be under a misnomer that money is the point for clients, when it’s not; lifestyle is. There is a great opportunity to change the way we’re approaching financial planning to relate it in terms of dreams, hopes, motivation, inspiration.”

Tim Deamer, Director, Crosbie Wealth Management said, “Clients want to be excited about their financial futures. The sale of a product is irrelevant to them. Having tools that they can engage with are important, so when they interact with their adviser, they feel as though they are being supported on their journey.”

This research is the latest in a series sponsored by Zurich which is dedicated to supporting the continued success of the financial advice industry in Australia.

Richard Dunkerley, Head of Marketing and Communications at Zurich Life & Investments, said, “In the face of increasing regulation and ongoing pressure on the advice industry, we wanted to bring together some of the industry’s best minds to consider what opportunities there were for advisers servicing some clients through their retirement, but also engaging the next generation – the lucrative but relatively un-tapped Millennial market.

“What became clear – in considering changing lifestyles and demographics – was that people still value money and wealth, but as an enabler to reaching other goals, and this provides an opportunity for advisers. The role of technology is also crucial – both for reducing the administrative burden of reporting and regulation, but also to service clients in between appointments, and from wherever they may be based.

“Harnessing evolving technology, and speaking to clients in values-based terms, offer exciting opportunity, according to our think tank of thought-leaders,” he said.

Download a full copy of the research – BusinessFIT: Navigating toward the advice practice of tomorrow

]]>

Richard Dunkerley

Financial advisers have an opportunity to elevate their services into that of ‘financial coach,’ making themselves as relevant to their clients as other lifestyle professionals, according to a new whitepaper by Zurich Life & Investments.

BusinessFIT: Navigating toward the advice practice of tomorrow, launched yesterday, is based on findings of a workshop which included some of the industry’s most progressive and successful thought-leaders. It considers the fundamental characteristics of prosperous advice practices over the medium-long term, to 2020 and 2025. This is in the face of changing consumer demographics and demands, increasing industry regulation and advancing technologies.

The four main recommendations are:

  1. Advisers need to consider how to shift their service from one of ‘technical specialist’ to one of financial lifestyle coach, relating money and wealth goals to their clients’ lifestyle aspirations, objectives and passions. This becomes particularly important as the values of target audiences change, appreciating experiences as well as things, for example. This trend is becoming more common in Millennials who are being forced to rethink home-ownership as the great Australian dream, and Baby-Boomers who are looking to enjoy their retirement with greater health, hobbies and travel.
  2. Advisers need powerful back office technologies to support increasing regulatory demands. Ever-increasing regulatory requirements and greater demands for transparency means that successful advice practices will have no choice but to invest in technologies that can automate reporting. Those practices can install the right technologies – within their businesses and through their dealer groups – to efficiently support these administrative requirements, will also be able to dedicate more focus to client consultations and outcomes.
  3. Clients will still demand the ‘human touch,’ but emerging automated technologies can play an important technical role. Artificial intelligence and robo-advice, amongst other emerging technologies, may be able to model portfolios much more quickly than an individual financial adviser, and so they have the potential to play an important role. This will not, however, supersede the human relationship between financial coach and client – the building of trust and relationship, emotional intelligence and the translation of lifestyle aspirations into monetary and wealth goals.
  4. Consider scalable digital solutions to keep in touch with ‘roaming’ clients, facilitating ongoing communication from wherever they are located. Beyond the ‘human touch’ of a face-to-face appointment, this involves having tools that clients can engage with whilst they are on the go. This might include an app that provides real-time updates on their portfolios, but also let’s them scenario plan, seeing the potential impact should they save or invest more money each month, or change their investment ratios or strategy. By private-labelling basic financial apps, advisers can give clients the opportunity to be as hands-on or hands-off with their money as they please, while still having the trust and personal guidance of a professional financial lifestyle coach to build a wealth strategy in line with their life aspirations.

Zurich’s BusinessFIT whitepaper was developed with the input of workshop participants including Jessica Brady from BT Financial Group, David Clark from Koda Capital, Tim Deamer from Crosbie Wealth, Peita Diamantidis from Caboodle Financial Services, Matt Heine from NetWealth, and Adrian Patty from AP Financial Services, along with futurist Anders Sörman-Nilsson.

In summing up one of the main recommendations, Peita Diamantidis, said, “Our industry can be under a misnomer that money is the point for clients, when it’s not; lifestyle is. There is a great opportunity to change the way we’re approaching financial planning to relate it in terms of dreams, hopes, motivation, inspiration.”

Tim Deamer, Director, Crosbie Wealth Management said, “Clients want to be excited about their financial futures. The sale of a product is irrelevant to them. Having tools that they can engage with are important, so when they interact with their adviser, they feel as though they are being supported on their journey.”

This research is the latest in a series sponsored by Zurich which is dedicated to supporting the continued success of the financial advice industry in Australia.

Richard Dunkerley, Head of Marketing and Communications at Zurich Life & Investments, said, “In the face of increasing regulation and ongoing pressure on the advice industry, we wanted to bring together some of the industry’s best minds to consider what opportunities there were for advisers servicing some clients through their retirement, but also engaging the next generation – the lucrative but relatively un-tapped Millennial market.

“What became clear – in considering changing lifestyles and demographics – was that people still value money and wealth, but as an enabler to reaching other goals, and this provides an opportunity for advisers. The role of technology is also crucial – both for reducing the administrative burden of reporting and regulation, but also to service clients in between appointments, and from wherever they may be based.

“Harnessing evolving technology, and speaking to clients in values-based terms, offer exciting opportunity, according to our think tank of thought-leaders,” he said.

Download a full copy of the research – BusinessFIT: Navigating toward the advice practice of tomorrow

The post Zurich adviser ‘think tank’ says financial coaching is the way of the future appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2017/08/zurich-adviser-think-tank-says-financial-coaching-way-future/feed/ 0 Zurich unveils revamped and expanded life risk distribution team https://www.adviservoice.com.au/2016/09/zurich-unveils-revamped-expanded-life-risk-distribution-team/ https://www.adviservoice.com.au/2016/09/zurich-unveils-revamped-expanded-life-risk-distribution-team/#respond Tue, 27 Sep 2016 22:00:50 +0000 https://adviservoice.com.au/?p=45468 Following confirmation that its acquisition of Macquarie Life’s risk business can proceed, Zurich Financial Services Australia Limited (Zurich) has unveiled an expanded risk distribution team.

The revamp sees 14 new members across the Business Development, Risk Strategies and Strategic Accounts teams, and will significantly enhance Zurich’s strategic distribution support capabilities.

Having earlier announced the appointment of Dave Evans to the National Sales Manager role, Zurich confirmed a number of further appointments across all mainland states:

New South Wales Rhonda Morley and Mark Olivier join as Business Development Managers. Jessica Brady joins the Risk Strategy Specialist team, and Klytie Sheppard has been appointed to the Risk Strategic Accounts team, reporting to Nathan Taggart. Victoria Lauren Styles joins as a Business Development Manager.

Queensland Michelle Dolan, Peter Christopherson, Russell Townsend and Ryan Adair have joined the Business Development team, whilst Danielle Visser has been appointed to the Risk Strategy Specialist team.

South Australia Simon Betchley joins as a Business Development Manager.

Western Australia Aaron Boddy has been appointed as Regional Manager, with David Rees joining the new Risk Strategy Specialist team.

Life and Investments Head of Distribution Kristine Brooks said the new team would be instrumental in bringing Zurich’s expanded product and service proposition to market.

“The life insurance advice landscape is evolving rapidly, and advisers are looking for help in re-shaping their businesses to adapt to change and to turn it into opportunity.

“Innovative product solutions, efficiency enhancing technology and comprehensive educational programs are just some of the resources we have developed to facilitate this ‘future-proofing’.

“Adding to our award winning Business Development presence in every mainland state significantly strengthens our ability to support licensees and advisers in growing their practice and improving their own customer proposition.

“We’re delighted to be able to add so much high calibre talent to a team already acknowledged as being the best within the industry,” she said.

]]> Following confirmation that its acquisition of Macquarie Life’s risk business can proceed, Zurich Financial Services Australia Limited (Zurich) has unveiled an expanded risk distribution team.

The revamp sees 14 new members across the Business Development, Risk Strategies and Strategic Accounts teams, and will significantly enhance Zurich’s strategic distribution support capabilities.

Having earlier announced the appointment of Dave Evans to the National Sales Manager role, Zurich confirmed a number of further appointments across all mainland states:

New South Wales Rhonda Morley and Mark Olivier join as Business Development Managers. Jessica Brady joins the Risk Strategy Specialist team, and Klytie Sheppard has been appointed to the Risk Strategic Accounts team, reporting to Nathan Taggart. Victoria Lauren Styles joins as a Business Development Manager.

Queensland Michelle Dolan, Peter Christopherson, Russell Townsend and Ryan Adair have joined the Business Development team, whilst Danielle Visser has been appointed to the Risk Strategy Specialist team.

South Australia Simon Betchley joins as a Business Development Manager.

Western Australia Aaron Boddy has been appointed as Regional Manager, with David Rees joining the new Risk Strategy Specialist team.

Life and Investments Head of Distribution Kristine Brooks said the new team would be instrumental in bringing Zurich’s expanded product and service proposition to market.

“The life insurance advice landscape is evolving rapidly, and advisers are looking for help in re-shaping their businesses to adapt to change and to turn it into opportunity.

“Innovative product solutions, efficiency enhancing technology and comprehensive educational programs are just some of the resources we have developed to facilitate this ‘future-proofing’.

“Adding to our award winning Business Development presence in every mainland state significantly strengthens our ability to support licensees and advisers in growing their practice and improving their own customer proposition.

“We’re delighted to be able to add so much high calibre talent to a team already acknowledged as being the best within the industry,” she said.

The post Zurich unveils revamped and expanded life risk distribution team appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2016/09/zurich-unveils-revamped-expanded-life-risk-distribution-team/feed/ 0 New risk specialist team strengthens Zurich’s content capabilities https://www.adviservoice.com.au/2016/08/new-risk-specialist-team-strengthens-zurichs-content-capabilities/ https://www.adviservoice.com.au/2016/08/new-risk-specialist-team-strengthens-zurichs-content-capabilities/#respond Sun, 07 Aug 2016 21:50:02 +0000 https://adviservoice.com.au/?p=44482 Zurich Financial Services Australia Limited (Zurich) has announced the establishment of a new risk specialist team, in anticipation of Macquarie’s life risk business (Macquarie Life) joining Zurich later this year.

As part of Zurich’s Blueprints program to support best practice in the advice profession, the national team will be responsible for the creation and presentation of life insurance content to support Zurich’s strategic partners. The team will also be responsible for the ongoing management of the Zurich Curriculum, a comprehensive program of technical and sales development content, delivered via webinars and workshops.

Joining the team from Macquarie Life will be Business Development Managers Jessica Brady (NSW) and Danielle Visser (QLD), and Zurich West Australian Regional Manager David Rees.

The team will also work closely with highly respected industry consultant and financial adviser, Bill Webster.
Head of Distribution for Zurich’s Life and Investments business, Kristine Brooks, said the establishment of the team would enable Zurich to build on its award winning licensee support proposition by increasing its capacity to develop bespoke content, and support licensees and advisers with relevant consulting services.

“As the life insurance advice landscape continues to evolve, so too are the content needs of licensees,” said Brooks.

“We are seeing an increased demand for specialised content, especially around business management, client engagement and ethics, as licensees seek to help their advisers future-proof their practices.”

“Zurich is already known for the quality and relevance of its content, underpinned by our comprehensive research program and our ongoing support of the AFA Adviser of the Year award which allows us unprecedented insights into the latest in best practice.

“This experienced team comprises a balance of technical experts and accomplished presenters, and allows us to be more proactive in bringing our insights to a much wider audience,” she said.

As a result of these changes, Zurich’s National Sales Strategies Manager Andy Marshall has left Zurich to explore new opportunities.

“Andy has been a valued member of the Zurich family for four years, and as well as being a highly respected presenter and passionate advocate of advice, became known as a thought leader on the role of technology in improving the client engagement experience.

“He will be missed, and we wish him well for the future,” said Brooks.

The team will report into recently appointed National Sales Manager, David Evans.

]]> Zurich Financial Services Australia Limited (Zurich) has announced the establishment of a new risk specialist team, in anticipation of Macquarie’s life risk business (Macquarie Life) joining Zurich later this year.

As part of Zurich’s Blueprints program to support best practice in the advice profession, the national team will be responsible for the creation and presentation of life insurance content to support Zurich’s strategic partners. The team will also be responsible for the ongoing management of the Zurich Curriculum, a comprehensive program of technical and sales development content, delivered via webinars and workshops.

Joining the team from Macquarie Life will be Business Development Managers Jessica Brady (NSW) and Danielle Visser (QLD), and Zurich West Australian Regional Manager David Rees.

The team will also work closely with highly respected industry consultant and financial adviser, Bill Webster.
Head of Distribution for Zurich’s Life and Investments business, Kristine Brooks, said the establishment of the team would enable Zurich to build on its award winning licensee support proposition by increasing its capacity to develop bespoke content, and support licensees and advisers with relevant consulting services.

“As the life insurance advice landscape continues to evolve, so too are the content needs of licensees,” said Brooks.

“We are seeing an increased demand for specialised content, especially around business management, client engagement and ethics, as licensees seek to help their advisers future-proof their practices.”

“Zurich is already known for the quality and relevance of its content, underpinned by our comprehensive research program and our ongoing support of the AFA Adviser of the Year award which allows us unprecedented insights into the latest in best practice.

“This experienced team comprises a balance of technical experts and accomplished presenters, and allows us to be more proactive in bringing our insights to a much wider audience,” she said.

As a result of these changes, Zurich’s National Sales Strategies Manager Andy Marshall has left Zurich to explore new opportunities.

“Andy has been a valued member of the Zurich family for four years, and as well as being a highly respected presenter and passionate advocate of advice, became known as a thought leader on the role of technology in improving the client engagement experience.

“He will be missed, and we wish him well for the future,” said Brooks.

The team will report into recently appointed National Sales Manager, David Evans.

The post New risk specialist team strengthens Zurich’s content capabilities appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2016/08/new-risk-specialist-team-strengthens-zurichs-content-capabilities/feed/ 0