The awards recognise the financial services companies that best support financial advisers’ professional growth and business development, and results from the in-depth analysis presented in the release of their 2022 Australian Financial Advice Landscape report.

Nick Mitchell, Managing Director & Head of Distribution, said “Supporting our network of advisers is at the core of everything we do, and this award is a testament to that. We are steadfast in our approach to outstanding client service, and this recognition reflects our long-standing commitment to provide an excellent client experience across our platform and asset management capabilities”.

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Ben Lemmon, formerly a Senior Business Development Manager at Hub24, will be responsible for managing client relationships and sourcing new business opportunities across Mason Stevens’ holistic platform and asset management business.

“We are thrilled to have someone of Ben’s calibre join our growing team as we continue to provide the highest levels of service to financial advisers and their clients” said Managing Director & Head of Distribution, Nick Mitchell.

Lemmon will be based in the Sydney office, and will primarily cover NSW & ACT.

The key hire comes off the back of Mason Stevens appointing new CEO, Tim Yule, who previously stated the firm has a “renewed focus on how we move forward to grow and where we can best provide value to clients, all the while keeping the facilitation of our investment expertise, and access to investment opportunities, at the forefront of our proposition.”

“In short, we are a ‘Platform with a Purpose’.”

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David Johnson, formerly a State Manager at Challenger in Melbourne and with previous roles at BT Financial Group, will be responsible for managing client relationships and sourcing new business opportunities across Mason Stevens’ asset management and platform business.

“David’s experience in strategic planning and implementation within large financial services providers brings to Mason Stevens a blueprint for the direction in which we are quickly heading, with ever increasing demand”, said Managing Director, Nick Mitchell.

Johnson will be based in the Melbourne office which opened in 2019 to increase Mason Stevens’ distribution footprint.

This key hire comes off the back of Mason Stevens making great strides forward and emerging as the most improved platform overall in the latest Investment Trends 2020 Platform Competitive Analysis and Benchmarking Report, which was released in March 2021.

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