AnnuAl Moves Roundup · the annual Moves roundup, lists moves in alphabetical surname order sorted...
Transcript of AnnuAl Moves Roundup · the annual Moves roundup, lists moves in alphabetical surname order sorted...
Industry Moves is a product of Data Rules Pty Ltd, an independent company founded and owned by DebbIe WIlkes and katrIna MathIeson.
AnnuAl Moves RoundupJanuary to December – 2014
the annual Moves roundup, lists moves in alphabetical surname order sorted by month (from
January through to December 2014).
the listed moves are from the australian institutional and retail finance industry, together with
relevant service providers to the industry. In some cases a person has moved from/to a global
role. For these moves, only the australian departure or appointment has been included. When a
person has moved from/to the industry, only the part of the move pertaining to the industry has
been included.
Industry Moves has sourced and compiled moves data from information publicly available in
financial industry publications, the mainstream press and media releases, as well as information
submitted directly through the report-a-Move tool.
throughout the year some ‘movers’ participated in a Q&a,offering a glimpse of the person behind
the move. Click on the icon to read more.
to view all moves data, with links to media releases and news articles for commentary
and context, visit industrymoves.com
to request a quote for a customised Moves roundup, contact [email protected].
number of moves: 936
appointments (117 female / 432 Male): 549
Departures (68 female / 319 male): 387
number of people: 657
organisations involved: 278
Month of most appointments: JULYMonth of most departures: JUNE
2014 – The year in sTaTs
Q&A
Industry Moves would like to thank our advertisers for 2014, Factset and eaton Vance investment Management
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
3
JANUARY
Naomi ActoN Acton departs NAB Wealth Management for Analyst role at van Eyk
Analyst van Eyk Financial AdviserNational Australia Bank - MLC Wealth Management
Jan-14
Lachlan ALLArdice NAB Asset Servicing appoints Head of Funds Management & Sub Custody
Head of Funds Management & Sub Custody
NAB Asset Servicing
Murray AskeN Asken joins van Eyk from UK fund manager Broadstone
Analyst van Eyk
simon BAckMAN Backman appointed Regional Manager at PIS Regional Manager - QLDProfessional Investment Services
stephen BANks Banks joins Rubik Financial as BDMBusiness Development Manager
Rubik Financial Ltd
thierry BAreAu Bareau moves into Head of Life Insurance role at Rice Warner
Head of Life Insurance Rice Warner Senior Consultant Rice Warner Jan-14
ross BArry Beardow to head specialist investment teams at AMP Capital
Head of Research First State Super
Mark BeArdow Beardow to head specialist investment teams at AMP Capital
Head of the Specialist Investment Teams
AMP Capital Head of Fixed Income AMP Capital Jan-14
david BeLL Bell departs Ogilvy PR to join Actuaries Institute as Chief Executive
Chief Executive Officer Actuaries Institute
Michael Berg Rice Warner appoints Senior Consultant - Superannuation & Investments
Senior Consultant - Superan-nuation & Investments
Rice Warner
Nick Bishop Bishop moves into Head of Australian Fixed Income role at Aberdeen
Head of Australian Fixed Income
Aberdeen Asset Management
Senior Investment ManagerAberdeen Asset Management
Jan-14
Michael BLAyNey Blayney departs Perpetual for First State Super Head of Investment Strategy First State SuperPortfolio Manager - Diversified Funds
Perpetual Investments Dec-13
pauline BLight-JohNstoN AMP appoints Group Executive - Insurance & Superannuation
Group Executive - Insurance & Superannuation
AMP Financial Services
Director - Wealth Protection & Mature Products
AMP Jan-14
rob cAprioLi Caprioli moves into Group Executive - Advice & Banking role at AMP
Group Executive - Advice & Banking
AMPDirector Banking and Wealth Management Products
AMP Financial Services Jan-14
John cLothier OC Funds Management appoints distribution head
General Manager - Distribution
Copia Investment Partners Consultant BT Financial Group Dec-13
Martin codiNA Codina departs FSC for Head of Government & Industry Affairs role at BTFG
Head of Government & Industry Affairs
BT Financial GroupDirector of Policy & International Markets
Financial Services Council Jan-14
paul coeNrAAds Coenraads appointed to operations role at Australian Catholic Super
Investment Officer - Operations
Australian Catholic Superan-nuation & Retirement Fund
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
4
greg coMBet Combet joins the board of IFM Investors Director IFM Investors
Adam coNgiustA Congiusta joins manager research team at van Eyk
Analyst van Eyk
peter costeLLo Costello to act as Future Fund chair Acting Chair Future Fund
craig duNN Craig Dunn departs AMP Chief Executive Officer AMP Jan-14
stewart FotheriNghAM Fotheringham moves into CEO Consulting - Asia Pacific role at Aon Hewitt
Chief Executive Consulting - Asia Pacific
Aon Hewitt Chief Executive - Pacific Aon Hewitt Jan-14
steven gAFFNey Aon Hewitt promtes Steven Gaffney to CEO, Australia
Chief Executive Officer - Aus-tralia
Aon Hewitt Chief Commercial Officer Aon Hewitt Jan-14
Jessica grANt UBS Global Asset Management appoints Institu-tional BDM
Institutional Business Development Manager
UBS
dion guAgLiArdo Financial planning head leaves Wilson HTM Head of Financial Planning Wilson HTM Jan-14
peter heLe Hele moves into Head of BD role for NAB Asset Servicing
Head of Business Development - Australia & NZ
NAB Asset ServicingMD - Product & Strategic Alliances
NAB Asset Servicing Jan-14
sean heNAghAN Henaghan to head the Multi Asset Group at AMP Capital
Head of the Multi Asset Group AMP CapitalHead - Multi Manager & Investment Solutions
AMP Capital Jan-14
Melinda howes New business division for Howes at AMPDirector - Product Strategy & Services
AMP
Anthony JAMour Jamour to head funds management & insurance at NAB Asset Servicing
Head of Funds Management & Insurance, NSW
NAB Asset Servicing Director - Client Relationships NAB Asset Servicing Jan-14
Jeffrey JohNsoN Johnson to head investment strategy & research - Asia Pacific at Vanguard
Head of Investment Strategy & Research - Asia Pacific
Vanguard Investments Australia
Senior Investment AnalystVanguard Investments Australia
Jan-14
Anton kApeL Kapel departs Towers Watson to join AMP as Deputy Group Actuary
Deputy Group Actuary AMPHead of Risk Consulting - Australia
Towers Watson Jan-14
david kiddie Kiddie departs as Chief Investment Officer of AMP Capital
Chief Investment Officer AMP Capital Jan-14
Lambros LAMBrou Lambrou moves into CEO role at Aon Risk Solutions
Chief Executive Officer - Australia
Aon Risk Solutions
Andrew LiLL Lill departs AMP Capital for CIO role at Ibbotson Associates
Chief Investment Officer, Asia Pacific
Ibbotson AssociatesHead of Investment Special-ists & Investment Solutions
AMP Capital Dec-13
JANUARY
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
5
don MAckeNzie Mackenzie appointed Company Secretary at Wilson HTM
Company Secretary Wilson HTM
kim McdoNALd McDonald leaves FSP for practice development role at Clearview Wealth
Practice Development Manager - Victoria
ClearView WealthRegional Practice Development Manager
Financial Services Partners Dec-13
craig MeLLer Meller appointed Chief Executive Officer & MD at AMP
Chief Executive Officer & Managing Director
AMP
robyn Mohr Mohr departs Asteron for Business Solutions & Advice role at Millennium3
Senior National Manager Business Solutions & Advice
millenium3Executive Manager Key Accounts & Operations
Asteron Life Nov-13
steve Nevett Nevett departs as CEO - Australia of Aon Risk Solutions
Chief Executive Officer - Australia
Aon Risk Solutions Jan-14
Mike NorFoLk ANZ appoints Head of Private Banking in Australia.
Head of Private Banking ANZ
george peNkLis Quadrant Private Equity founder retires Director Quadrant Private Equity Jan-14
karen peNrose Penrose departs as CFO & Company Secretary of Wilson HTM
Chief Financial Officer & Company Secretary
Wilson HTM Jan-14
Jenny psAthAs Clearview Wealth appoints Dealer Group Opera-tions Manager
Dealer Group Operations Manager
ClearView Wealth
rajarshi rAy Ray departs as CEO of Class Super Chief Executive Officer Class Super Jan-14
victor rodriguez Rodriguez to depart Australia for Asia Pacific role at Aberdeen
Head of Fixed Income - Australia
Aberdeen Asset Management Jan-14
stephen rowe Vision Super appoints Rowe as Chief Executive Chief Executive Officer Vision Super
eddy schipper Schipper moves to Tokyo Executive Director of Business Development - Asia
IFM InvestorsExecutive Director - Business Development
IFM Investors Jan-14
sophie sigALAs HESTA appoints Executive Manager - People & Facilities
Executive Manager - People & Facilities
HESTA
reuban sivArAJAsiNgAM Sivarajasingam appointed BDM at Rubik Financial
Business Development Man-ager
Rubik Financial Ltd
david sMith Smith appointed CEO at Class Super Chief Executive Officer Class Super
david spiteri Centrepoint Alliance appoints Spiteri as National Risk Manager
National Risk Manager Centrepoint AllianceRisk Practice Development Manager - Vic/Tas/SA/WA
BT Financial Group Jan-14
JANUARY
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
6
tim striNger Stringer departs Summit Capital for Frontier Advisors
Senior Consultant - Real Assets
Frontier Advisors Managing Director Summit Capital Advisors Jan-14
Mark stuBBiNgs Stubbings departs PIS for Practice Management role at Millennium3
Senior National Manager Prac-tice Management
millenium3 Head of RiskProfessional Investment Services
Jan-14
wendy thorpe AMP appoints Thorpe as Group Executive - Operations
Group Executive - Operations AMP Director of Operations AMP Financial Services Jan-14
Felicity wALsh Towers Watson appoints Investment Consultant Investment Consultant Towers Watson
Janie wANLess Westpac Institutional Bank appoints Wanless as new MD
MD - Financial Institutions, Govt, Health & Diversified Relationships
Westpac Institutional Bank
Louise wAtsoN Watson departs Aberdeen AM for Institutional BDM role at Challenger
Senior Institutional BDM Challenger Senior Institutional BDM Aberdeen Asset Management Dec-13
damien weBB Webb departs Perpetual for Head of Income & Real Estates role at FSS
Head of Income & Real Estates First State SuperPortfolio Manager - Diversi-fied Funds
Perpetual Investments Oct-13
JANUARY
More information on all of January’s moves can
be found at industrymoves.com
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
7
FEBRUARY
James ALexANder Alexander moves into Head of Fixed Income role at Tyndall AM
Head of Fixed Income Nikko Asset ManagementDeputy Head of Fixed Income
Nikko Asset Management Feb-14
Megan Beer Beer leaves NAB to join AMP's Insurance & Super division
Director - Insurance AMPGeneral Manager, Bancassurance & Direct
National Australia Bank Dec-13
david BoyLe NAB appoints Chief Information Officer Chief Information Officer National Australia Bank Partner EY Jan-14
roger Bridges Bridges moves into head of fixed income strategy role at Nikko
Head of Fixed Income Strategy Nikko Asset Management Head of Fixed Income Nikko Asset Management Feb-14
Jorden BrowN Brown departs Perpetual to head wholesale sales at Capital Group
Head of Wholesale Sales - Australia
Capital GroupGeneral Manager Adviser Distribution
Perpetual Ltd Jan-14
James BuckLey Equity Trustees appoints Buckley as Investment Portfolio Manager
Investment Portfolio Manager Equity Trustees Head of Asset Management PhillipCapital Australia Feb-14
chris cLAytoN Clayton departs NAB to join BTIM as Head of Sales & Marketing
Head of Sales & MarketingBT Investment Management
Head of Asset Management Sales
National Australia Bank Feb-14
shane coLLister Collister departs TelstraSuper for tech solutions role at UniSuper
Executive Manager -Technology & Projects
UniSuperGeneral Manager - Technology Solutions
TelstraSuper Feb-14
rodney coMegys Comegys appointed Head of Investments for Vanguard Australia
Principal & Head of Invest-ments/Head of Investment Equity Group, APAC
Vanguard Investments Australia
peter costeLLo Costello appointed chair of the Future Fund Board of Guardians
Chair Future Fund
peter cruMp Crump appointed Chair of SPAA ChairSMSF Professionals' Association of Australia
Ben dALLiNg Dalling departs Citi for senior portfolio role at Acorn Capital
Portfolio Manager/Analyst Acorn Capital Director - Emerging Growth Citi Feb-14
craig dANdurANd Future Fund appoints Director of Debt & Alternatives
Director - Debt & Alternatives Future Fund
gregory dAvis Davis departs as Chief Investment Officer of Vanguard Australia
Chief Investment Officer - Asia Pacific
Vanguard Investments Australia
Feb-14
Joanna dAvisoN Davison appointed CEO at FEAL Chief Executive OfficerFund Executives' Association
rick di cristoForo Di Cristoforo departs as MD of Matrix Planning Solutions
Managing Director Matrix Planning Solutions Feb-14
Andrew doherty Former Morningstar Head of Equities joins AssureInvest
Director AssureInvest Head of Equities Morningstar Dec-13
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
8
FEBRUARY
Natasha FeNech Fenech departs Suncorp Group to join AMP SMSF as MD
Managing Director - SMSF AMP SMSFExec GM - Personal Insurance Customer, Product & Pricing
Suncorp Group Feb-14
Andrew gALe SPAA appoints Gale as new Deputy Chair Deputy ChairSMSF Professionals' Association of Australia
philip gArdNer Goldman Sachs Managing Director retires Managing DirectorGoldman Sachs Asset Management
Feb-14
Joshua geers Geers departs Deloitte for executive role at SPAA
Finance & Corporate Services Manager
SMSF Professionals' Association of Australia
Client Manager Deloitte Australia Feb-14
david goNski Gonski leaves the Future Fund to Chair ANZ Chair ANZ Chair Future Fund Jan-14
Justin greiNer JBWere appoints Greiner as CEO Chief Executive Officer JBWereGeneral Manager - Wealth Transformation
ANZ Dec-13
Andrew hAMiLtoN Hamilton leaves the board of SPAA ChairSMSF Professionals' Association of Australia
Feb-14
theodore hAtsis Centrepoint Alliance appoints Head of Research
Head of Research Centrepoint Alliance
richard hockNey SPAA appoints GM of Corporate DevelopmentGeneral Manager - Corporate Development
SMSF Professionals' Association of Australia
Niek hoogeNhout Hoogenhout named as Group CEO of Rubik Group CEO Rubik Financial Ltd Partner & Managing Director Boston Consulting Group Feb-14
ian huNter Hunter retires from the board of Rubik Financial Non-executive Director Rubik Financial Ltd Feb-14
hayden kiNg King departs Futureplus to join BTIM as COO Chief Operating OfficerBT Investment Management
General Manager - Opera-tions
Futureplus Feb-14
Nelson LAM Lam appointed Director at Chase Corporate Advisory
Director - Fund Management Chase Corporate Advisory
harrison LANe Graduate joins Towers Watson as Investment Analyst
Investment Analyst Towers Watson
william LiAM Ng Stanfield Funds Management appoints Managing Director
Managing DirectorStanfield Funds Management
christina Liosis FNZ appoints Chief Financial Officer - Australasia
Chief Financial Officer - Australasia
FNZ Australia
Jack MccArtNey UniSuper appoints Exec Manager Advice & Employer Relationships
Executive Manager - Advice & Employer Relationships
UniSuper
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
9
FEBRUARY
Jacqui Murdoch Murdoch joins SPAA as Chief Operating Officer Chief Operating OfficerSMSF Professionals' Association of Australia
kynan NewswAN Challenger appoints Head of Reward Head of Reward Challenger
darren oLNey-FrAser Olney-Fraser departs as MD of Stanfield Funds Management
Managing Director Stanfield Funds Management Feb-14
Mani pApAkoNstANtiNos Papakonstantinos departs AMP for Key Account Manager role at EQT
Key Account Manager Equity TrusteesInvestment Research Manager
AMP Financial Services Feb-14
Natalie pegg Affinia appoints WA/SA Business Consultant Business Consultant - WA/SA Affinia
Angela roBerts Capital Group appoints Roberts as Senior Responsible Entity Manager
Senior Responsible Entity Manager
Capital Group
Neil rogAN Rogan to head distribution and marketing at Centrepoint Alliance
Head of Distribution Strategy and Marketing
Centrepoint Alliance
david sokuLsky UBS Wealth Management appoints investment strategy head
Head of Investment Strategy - Australia
UBS
rebecca stArk Stark appointed to trustee board of HOSTPLUSDirector - Employee Repre-sentative
HOSTPLUS
geoffrey stirtoN Stirton resigns as Group Company Secretary of The Trust Company
Group Company Secretary The Trust Company Feb-14
stephen treMeLLiNg Tremelling appointed sales director at RBC Investor Services
Director, Sales & DistributionRBC Investor & Treasury Services
peter wALsh Walsh leaves Treasury Group for overseas post at Robeco
Director - Distribution Treasury Group Feb-14
simon wArNer Warner moves into Head of Fixed Income role at AMP Capital
Head of Fixed Income AMP Capital Head of Macro Markets AMP Capital Feb-14
stephanie westoN Director of Investment Management departs AMP
Director of Investment Management
AMP Financial Services Feb-14
clive whiNcup Westpac CIO departs for Woolworths Chief Information Officer Westpac Group Feb-14
christine yAtes NAB Private wealth appoints GMExecutive General Manager - Private Wealth
National Australia BankExecutive GM - Global Head Fin Institutions Group & Int
National Australia Bank Feb-14
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
10
MARCH
stephen ALcorN Alcorn appointed Head of Institutional at J.P. Morgan
Head of Institutional, Australia J.P. Morgan
rick ALLert Allert retires from the board of AMP Non-executive Director AMP Mar-14
Jean-Luc AMBrosi Ambrosi confirms appointment at Telstra Super General Manager - Marketing TelstraSuper
kate ANdrews Andrews joins the board of AIST Director - Board appointedAustralian Institute of Superannuation Trustees
peter ANNANd Annand leaves the board of Sunsuper Director Sunsuper Mar-14
gary BAiLey Bailey departs FidelityHead of Institutional Business
Fidelity Worldwide Investment
Mar-14
ross BArNweLL Barnwell moves into GM - Advice Partnerships role at MLC
General Manager - Advice Partnerships
National Australia Bank - MLC Wealth Management
Head of Retail SalesNational Australia Bank - MLC Wealth Management
Mar-14
ross BerNAys HIP Super CEO resigns Chief Executive Officer Prime Super Mar-14
James BLooM Kapstream Capital appoints Investor Relations Manager
Investor Relations Manager Kapstream Capital
sasho Bogoevski AllianceBernstein Australia appoints MD of Insto Relationships
Managing Director -Institutional Relationships
AllianceBernstein Australia
Nathan BoNArius Rice Warner promotes Bonarius to Head of Super Insights
Consultant - Head of Superan-nuation Insights
Rice Warner Actuarial Analyst Rice Warner Mar-14
Mark Burgess Mark Burgess departs as MD of the Future Fund Managing Director Future Fund Mar-14
graham BurNArd Burnard to head wealth management andinsurance sales at AMP
Head of Sales Development, In-surance and Wealth Management
AMP Head of Wealth Management AMP Mar-14
paul cAputo Towers Watson appoints Insurance Consulting Practice Leader
Insurance Consulting Practice Leader
Towers WatsonChief Risk Officer & SVP Capital Markets
Genworth Australia Mar-14
ian chAMBers Chambers moves into Chief Executive role at Morgan Stanley
Chief ExecutiveMorgan Stanley Wealth Management Australia
Head of Institutional Equity and Wealth Management
Morgan Stanley Investment Management
Mar-14
cam ciMiNo Director of Marketing departs AMP Director of Marketing AMP Mar-14
Al cLArk Clark appointed Global Head - Multi-Asset at Tyndall
Global Head - Multi-Asset Nikko Asset Management
Q&A
Q&A
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
11
MARCH
Neil cochrANe Cochrane joins the board of FSS Chair First State Super
tracey crowe BT promotes Crowe to National Manager Underwriting role
National Manager Underwrit-ing - New Business & Claims
BT Financial Group Chief Underwriter BT Financial Group Mar-14
Lounarda dAvid Sunsuper appoints Investment Operations Manager
Investment Operations Man-ager
Sunsuper
trent FitzgerALd Fitzgerald appointed Head of Sales at Rubik Financial
Head of Sales Rubik Financial LtdSales & Key Account Man-ager
Advance Asset Management Feb-14
John giLBert MyState Managing Director retires Managing Director MyState Limited Mar-14
Jon gLAss Glass departs as CIO of Media Super Chief Investment Officer Media Super Mar-14
Brendan goFFiNet Morgan Stanley Wealth Management CEO returns to US
Chief Executive OfficerMorgan Stanley Wealth Management Australia
Mar-14
Brad goodALL Goodall departs as CEO of QMV Super Solutions Chief Executive Officer QMV Super Solutions Mar-14
sue gouLd AIST appoints Gould to the board as Trustee Director
Director - Trustee Represen-tative
Australian Institute of Superannuation Trustees
sandy grANt Grant steps down as Chair of CareSuper Employer Director CareSuper Chair CareSuper Mar-14
elizabeth hALLett Hallett joins the board of Sunsuper Director Sunsuper
craig hArrisoN Harrison departs ANZ for role at ComminsureGeneral Manager - Wholesale Life
ComminsureHead of Direct Life & General Insurance
ANZ Mar-14
peter JordAN Northern Trust appoints Head of Global Fund Services
Head of Global Fund Services - Aust & NZ
Northern Trust
Bill Justo Regional head of AMP Financial Planning departs
Head of Financial Planning, Queensland & Northern NSW
AMP Financial Services Mar-14
pamela kAye Perpetual Private appoints Native Title Trust Manager
Trust Manager Native Title Perpetual Private
gordon LeFevre Lefevre appointed Chief Financial Officer at AMP Chief Financial Officer AMP
paul MANN Mann named as interim MD of the Future Fund Interim Managing Director Future Fund Chief Financial Officer Future Fund Mar-14
Q&A
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
12
MARCH
peter MAsoN Mason retires as chair of AMP Chair AMP Mar-14
trevor MAtthews New board position at AMP for Matthews Non-executve Director AMP
kevin MAyNe Elders Financial Planning appoints Mayne as Regional Manager
Regional Manager North Elders Financial Planning
pam McALLister McAllister departs Hall & Wilcox to join MercerPartner - Governance & Legal Consulting
MercerPartner in Financial Services & Superannuation
Hall & Wilcox Mar-14
geraldine McBride McBride joins the board of NAB Director National Australia Bank
david MichAeLis Michaelis appointed Deputy Chair of CareSuper Deputy Chair CareSuper
Alek Misev Misev re-joins Towers Watson Private Markets Consultant Towers Watson
Anne MoAL Perpetual Investments appoints Credit Analyst Credit Analyst Perpetual Investments
stephen o'BrieN O'Brien departs as Executive Director of Brookvine
Executive Director Brookvine Mar-14
stuart pALMer Australian Ethical appoints Head of Ethics Head of Ethics Australian Ethical
wes pALMer Palmer appointed to senior sales role at Mercer Principal - Financial Services MercerDirector - Business Development
RBC Investor & Treasury Services
Jan-14
James pANAretos State Super Financial Services appoints GM - Business Development
General Manager - Business Development
State Super Financial Services
Nitesh pAteL Insync appoints Patel as Senior Investment Analyst
Senior Investment Analyst Insync Funds Management
stephen prAtt Pratt joins the board of AIST Director - Staff representativeAustralian Institute of Superannuation Trustees
cameron price Future Fund appoints Price as General Counsel General Counsel Future Fund
Jennifer sAvedrA Savedra departs Freehold IM to join Certitude Manager Global Solutions - VicCertitude Global Investments
Compliance ManagerFreehold Investment Management
Mar-14
david sMith Smith appointed as Trustee Director to the AIST Board
Director - Trustee Representative
Australian Institute of Superannuation Trustees
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
13
MARCH
Jeff sMith CEO of Suncorp Business Services steps downCEO - Suncorp Business Services
Suncorp Group Mar-14
geoffrey stirtoN Magellan appoints Company Secretary Company Secretary Magellan Financial Group
robert white White appointed CEO & Head of Distribution at Dalton Nicol Reid
Chief Executive Officer and Head of Distribution
Dalton Nicol ReidExecutive Director and Head of Advice
JBWere Mar-14
raewyn wiLLiAMs Williams departs Russell for role at ParametricDirector - Research and Af-ter-Tax Solutions
Parametric AustraliaDirector - After-Tax Invest-ment Strategies
Russell Investments Mar-14
kathryn wiLLiAMsoN Clearview Wealth appoints new State Manager for NSW & ACT
State Manager- NSW/ACT ClearView Wealth
cate wood Wood appointed Chair of CareSuper Chair CareSuper Deputy Chair CareSuper Mar-14
richard zArzeczNy Zarzeczny promoted to Chief Underwriter at BT Financial Group
Chief Underwriter BT Financial GroupResearch & Development Manager
BT Financial Group Mar-14
More information on all of February and
March’s moves can be found at
industrymoves.com
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
14
APRIL
scott ArMstroNg Armstrong departs as Portfolio Manager of Uniting Financial Services
Portfolio Manager - Direct Property
Uniting Financial Services Apr-14
darren BLAck PIS appoints National Business Consultancy Manager
National Business Consultancy Manager
Professional Investment Services
Head of Financial Planning - Melbourne & Tasmania
AMP Mar-14
Michael BLAkeNey Blakeney joins Blue Sky Water as Investment Director
Investment DirectorBlue Sky Alternative Investments
General Manager - Agricul-tural Fund
PrimeAg Australia Apr-14
eben Bowditch Institutional BDM departs BT for InvescoInstitutional Business Development Manager
Invesco AustraliaInstitutional Business Development Manager
BT Investment Management
Apr-14
heather BriLLiANt Morningstar appoints Brilliant as Co-CEO - Australasia
Co-Chief Executive Officer - Australasia
Morningstar
kevin BuNgArd Bungard moves into CEO role at Class Super Chief Executive Officer Class Super Chief Operating Officer Class Super Apr-14
tim BuskeNs Buskens departs AAS to join ASFA as COO Chief Operating OfficerAssociation of Superannu-ation Funds of Australia
Head of Industry InitiativesAustralian Administration Services
Apr-14
Andrew cANoBi Franklin Templeton appoints Director Fixed Income
Director, Fixed IncomeFranklin TempletonInvestments Australia
Director, Portfolio Manager, Fixed Income
Deutsche Asset & Wealth Management
Feb-14
steven cLArke New Head of Product & Operations for Aon Master Trust
Head of Product & Operations - Aon Master Trust
Aon HewittHead of Operations - Wealth Management
Aon Hewitt Apr-14
Alison deANs Long serving director retires from board of SVA Director Social Ventures Australia Apr-14
Martin doNNeLLy FIRSTavenue appoints Partner and opens Sydney office
Partner FIRSTavenueManaging Director, Hedge Fund Solutions Group
Blackstone Alternative Asset Management
Apr-14
Angela eMsLie Emslie named President of AIST PresidentAustralian Institute of Superannuation Trustees
david FLyNN Operations Manager appointed to van Eyk Advice
Head of Finance (Research) and Operations Manager (Advice)
van EykCFO & Head of Operations (Dealer Group Entities)
ANZ Mar-14
david FrAzer T. Rowe Price appoints Sales & Relationship Manager
Institutional Sales and Relationship Manager
T. Rowe Price
enrique goNzALez Milestone appoints Regional Product ManagerRegional Product Manager - APAC
Milestone Group
ryan goodFeLLow PIS appoints State Manager for Vic and Tas State Manager - VIC/TASProfessional Investment Services
Practice Development Manager
Securitor Mar-14
sandy grANt Wilson HTM appoints CEO Chief Executive Officer Wilson HTM
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
15
APRIL
Andrew griMes Grimes joins Winton Capital as Regional Head Regional Head - Australia Winton Capital Investment Specialist Platinum Asset Managment Apr-14
stuart hAigh Haigh departs nabInvest for Partners Group Vice President Partners GroupInvestment Specialist - Insti-tutional
nabInvest Mar-14
Lyndsey hANcock Wingate Asset Management appoints COOChief Operating Officer - Wingate Asset Management
Wingate Group
pierre krAFt MD departs from Aon Hewitt Wealth Manage-ment
Managing Director - Wealth Management
Aon Hewitt Apr-14
scott MAckeNzie TAL appoints Chief Risk Officer Chief Risk Officer TAL
gerard NooNAN Noonan steps down as Deputy President of AIST Deputy PresidentAustralian Institute of Superannuation Trustees
Apr-14
Matt oLseN EISS appoints Chief Investment Officer Chief Investment OfficerEnergy Industries Super Scheme
Head of Research Select Investment Partners Apr-14
paul roBertsoN AMP Announces departure of Genesys Managing Director
Managing Director Genesys Wealth Advisers Apr-14
Mark rooMANs Roomans appointed Co-CEO - Australasia at Morningstar
Co-Chief Executive Officer - Australasia
Morningstar
Leonard sAck AMP Acting Head of Wealth Management Sales departs
Acting Head of Wealth Management Sales
AMP Apr-14
Anthony serhAN Serhan announced as Morningstar's MD of Research & Strategy
MD of Research & Strategy - Asia Pacific
Morningstar Chief Executive - Australasia Morningstar Apr-14
Michael shepherd Shepherd appointed Acting Chair of HFA Holdings
Acting Chair HFA Holdings
peter sMith Smith resigns as MLC's GM of Advice Partner-ships
General Manager - Advice Partnerships
National Australia Bank - MLC Wealth Management
Apr-14
Matt stovoLd UBS appoints Managing Director, Sydney Markets
Managing Director, Sydney Markets
UBS
colin tAyLor Taylor joins Legg Mason as sales director Director of SalesLegg Mason Global Asset Management
Vice President - Institutional Business
J.P. Morgan Apr-14
helen troup Helen Troup announced as GM of Comminsure General Manager ComminsureHead of Life & Health - Austrlaia & NZ
Swiss Re Apr-14
Andrew wAddeLL AMP confirms departure of Andrew Waddell Director of Advice and Strategic Development
AMP Financial Services Apr-14
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
16
APRIL
Jayson wALker Aon Hewitt announces new Head of Financial Advice
Head of Financial Advice Aon HewittGeneral Manager - Wealth Management
Aon Hewitt Apr-14
Andrew wALtoN Liquidnet appoints Walton as COO Chief Operating Officer Liquidnet
richard weAtherheAd Weatherhead leaves Rice Warner for Australian-Super
Product Manager - Insurance AustralianSuper Principal Rice Warner Mar-14
Anne weAtherstoN Weatherston departs as Chief Information Officer of ANZ
Chief Information Officer ANZ Apr-14
cate wood Wood steps down as President of AIST Deputy PresidentAustralian Institute of Su-perannuation Trustees
PresidentAustralian Institute of Super-annuation Trustees
Apr-14
spencer youNg Young leaves the board of HFA Holdings Chair HFA Holdings Apr-14
Q&A
More information on all of April’s moves
can be found at industrymoves.com
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
17
MAY
giselle AwAd eSecLending closes Australian office Senior Vice President eSecLending May-14
pauline BLight-JohNstoN FSC appoints new director Director Financial Services Council
duncan BoyLe Duncan Boyle joins the board of TAL Director TAL
Jarrod BrowN Brown departs as CEO of Bennelong Funds Management
Chief Executive OfficerBennelong Funds Management
May-14
Justin BurMAN Burman moves into Head of Product role at BNP Paribas
Head of Product - Asset & Fund Services
BNP Paribas Securities Services
Manager - Product & StrategyBNP Paribas Securities Services
May-14
Mark cArLiLe Mark Carlile departs Vanguard to join J.P.Morgan
Head of Australia Strategic Relationships
J.P. MorganNational Manager - Key Ac-counts, Research and Platforms
Vanguard Investments Australia
Apr-14
Michael cArter Carter to depart as CEO of Bridges Chief Executive Bridges Financial Services May-14
edward cAser Praemium announces new Head of Distribution Head of Distribution Praemium Head of Distribution Integrated Portfolio Solutions May-14
dianne cLeAry Cleary to head marketing team at Towers Watson
Head of Marketing Towers Watson
philip coNNeLL OneVue appoints former Citigroup execHead of Business Manage-ment
OneVue
Andrew dALe ECP Asset Management appoints Portfolio Manager
Portfolio Manager ECP Asset ManagementManaging Director, Global Natu-ral Resources - Macquarie Bank
Macquarie Group May-14
Nadia docker Affinia appoints VIC/TAS Business Consultant Business Consultant - VIC/TAS Affinia
catherine eLverssoN EQT appoints Estate Planning Solicitor for Syd office
Estate Planning Solicitor Equity Trustees
rebecca eNgeL NAB's Engel to act as GM, Customer Retention & Mature Products
Acting - GM, Customer Reten-tion and Mature Products
National Australia Bank - MLC Wealth Management
peter esho Esho joins 100 Doors as Managing Partner Managing Partner 100 Doors
Barbara gLover Hunter Hall appoints Head of Retail Sales & Marketing
Head of Retail Sales and Marketing
Hunter Hall Investment Management
Distribution Executive Endowment Bond Exchange Mar-14
carine grAssy Relationship manager appointed to netwealth's Sydney office
Training and Relationship Manager
netwealth Group
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
18
MAY
dion guAgLiArdo Ex-Wilson executive opens 100 Doors Founding Partner 100 Doors
camille hiess Ironbark Asset Management appoints Marketing Manager
Marketing ManagerIronbark Asset Management
peter horN CIE hires former J.P. Morgan Australia head DirectorCentre for Investor Education
spencer ivey Ivey relocates to AMP Capital's New York office Fund Controller AMP Capital May-14
Norimitsu kAwAhArA Kawahara joins the board of TAL Director TAL
Andrew keNNedy x Kennedy departs Genesys to join EISS Head of DistributionEnergy Industries Super Scheme
Head of Genesys Leaders & Strategic Alliances
Genesys Wealth Advisers May-14
stephen LAthAM COO Life & Investments role at Zurich made redundant
COO Life & Investments Zurich Australia May-14
sonja Lee Lee to join Towers Watson's Thinking Ahead Group
Head of Marketing Towers Watson May-14
kyle LidBury Perpetual Private appoints Head of Investment Research
Head of Investment Research Perpetual Private GM - Research & Operations Perpetual Investments May-14
william MAk Northern Trust appoints head of APAC Head of APAC Northern Trust
simon MckeoN AMP announces new Chair Chair AMP
sue Mieog xFidante appoints Director of Boutique Partnerships
Director - Boutique Partnerships
Fidante Partners
gabrielle MuNzer Fidante Partners appoints Senior BDMSenior Business Development Manager
Fidante Partners
george NAssios Nassios departs Deutsche Bank to join Bennelong Wealth Partners
Chief Investment Officer Bennelong Wealth Partners Chief Investment Officer Deutsche Bank May-14
Amanda NoBLe EQT announces new Head of Risk andCompliance
Head of Risk and Compliance Equity Trustees
paul o'coNNor xnetwealth appoints Head of Investment Management & Research
Head of Investment Management & Research
netwealth GroupNational Key Account Manager
Challenger May-14
Michael o'deA Perpetual Investments appoints Head of Diversified Strategies
Head of Diversified Strategies Perpetual InvestmentsHead of Investment, Implemented Consulting
JANA Investment Advisers May-14
Q&A
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
19
MAY
Jeff poe AMP's Jeff Poe joins Platinum Accounting Partner Platinum AccountingManager, InvestmentResearch - AMP Advice
AMP Financial Services May-14
Michael prAtt Bennelong Funds Management announces new Chair
ChairBennelong Funds Management
Lance pupeLis x EQT appoints Head of Cash and Fixed IncomeHead of Cash and Fixed Income
Equity Trustees
tom reddAcLiFF FPA appoints former NAB Wealth executiveGM, Member Growth & Marketing
Financial Planning Association
GM, Customer Retention and Mature Products
National Australia Bank - MLC Wealth Management
May-14
thomas roBertsoN OneVue appoints former IOOF Head of Compliance
Head of Corporate Services and Governance
OneVue Head of Compliance IOOF Group Apr-14
camelia seric Seric moves into distribution role at Bennelong's Sydney office
Associate Director of Distribution
Bennelong Funds Management
chris siNiAkov Franklin Templeton appoints MD Fixed IncomeManaging Director, Fixed Income
Franklin Templeton Investments Australia
Head of Fixed IncomeDeutsche Asset & Wealth Management
May-14
Alex thoMpsoN Blue Sky appoints Key Account Manager Key Account Manager, NSWBlue Sky Alternative Investments
Manager Certitude Global Investments May-14
wendy tse Wendy Tse joins SuperRatingsExecutive Manager - SuperRatings
Lonsec Fiscal Associate Director KPMG May-14
daphne vAN der oord S&P Dow Jones Indices appoints AUS & NZ head
Head of Australia and New Zealand
S&P Dow Jones Indices
daniel vANdeN BooM IFM Investors appoints Director of Business Development
Director of Business Development
IFM Investors Institutional Sales DirectorMorgan Stanley Investment Management
Apr-14
daniel wALLer Asteron appoints National Key Accounts & Group Risk Manager
National Key Accounts and Group Risk Manager
Asteron LifeNational Strategic Account Manager
OnePath May-14
tim wiLLiAMs Certitude appoints Relationship Manager Relationship ManagerCertitude Global Investments
Client Services Officer SuperIQ May-14
Andrew woods EQT appoints Estate Planning Solicitor for Melb office
Estate Planning Solicitor Equity Trustees
tatsusaburo yAMAMoto Yamamoto leaves the board of TAL Director TAL May-14
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
20
JUNE
panos ALexANdrAtos Class Super appoints Chief Operating Officer Chief Operating Officer Class SuperGeneral Manager - Solutions & IP
IQ Group Jun-14
kerry ANgeL UBS Indices Analyst joins Bloomberg IndexesHead of Bloomberg Indexes, Australia and New Zealand
Bloomberg IndexesIndices Analyst - Fixed Income
UBS Jun-14
Lewis BeArMAN x Lewis Bearman signs off at Perennial Chief Executive OfficerPerennial Investment Partners
Jun-14
daniel Birch xDaniel Birch moves into Institutional BDM role at Russell
Institutional Business Develop-ment Manager
Russell InvestmentsHead of Implementation Australia/NZ
Russell Investments Jun-14
peter BostoN Boston moves into new role at netwealth Group Head of Advice Development netwealth GroupNational Advice Manager - FPSA
netwealth Group Jun-14
Nick cAtANiA Catania resigns as Chair of WA Super Chair WA Super Jun-14
Alexis cheANg xMercer appoints Senior Responsible Investment Consultant
Senior Responsible Investment Consultant
Mercer
paul costeLLo Ex Future Fund GM joins the QANTAS Super Board
Director QANTAS Super
darius coveNey Rubik Financial appoints CFO Chief Financial Officer Rubik Financial Ltd
Andrew crowther Crowther contracted to SFGA for IOOF transaction
Chief Financial Officer (Contract)
SFG AustraliaHead of Save to Invest (Contract)
BT Financial Group Jun-14
rick di cristoForo CFS appoints former Matrix MDLicensee Strategy National Manager
Colonial First State
Jeffrey dick Jeffrey Dick retires from UBSExecutive Director - Desk Head, Sydney
UBS Jun-14
Louise dudLey Dudley departs from the board of LGSuperDirector - Employer Representative
LGsuper Jun-14
Asanka FoNsekA Equipsuper hires Data Analyst Data Analyst/Researcher Equipsuper
helen gAvAN UBS appoints Market Operations & Risk Manager
Market Operations & Risk Manager
UBS
carolyn hArkiN Carolyn Harkin joins the board of Catholic Super
Director - Employer Representative
Catholic Super
david hoLe Hole steps down as MetLife CFO Chief Financial Officer MetLife Jun-14
Q&A
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Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
21
JUNE
Melinda howes Howes appointed GM - Superannuation at BTGeneral Manager - Superannuation
BT Financial GroupDirector - Product Strategy & Services
AMP Jun-14
kate huMphries GM of Pathway Licensee Services departs General Manager Pathway Licensee Services Jun-14
grant ives SunGard appoints Director Insurance Solutions Director Insurance Solutions SunGard Australia
stephen kArrAsch x Philo Capital Advisers appoints Head of Sales Head of Sales Philo Capital Advisers Group Head of Sales OneVue Mar-14
phil keArNs Kearns to depart as CEO of Centric Wealth Chief Executive Officer Centric Wealth Jun-14
paula keNsiNgtoN Kensington leaves as CFO of Rubik Financial Chief Financial Officer Rubik Financial Ltd Jun-14
trevor LoeweNsohN Crowe Howarth appoints Lowensohn to the board
Non-executive Director Crowe Horwath Australia
young MAriNis New business development executive for Market Vectors
Vice President - Business Development
Market Vectors
rick MArstoN Invesco Real Estate appoints new Asset Manager
Asset Manager - Invesco Real Estate
Invesco Australia Senior Investment Analyst AMP Capital Jun-14
Jillian Mcgregor Managed Accounts Holdings appoints company secretary
Company SecretaryManaged Accounts Hold-ings
henry MortLock Market Vectors appoints new BDMAssociate Sales Trading & Business Development
Market Vectors
Michael MuLhoLLANd Mulholland to head new division at SunsuperExecutive General Manager, Growth & Advice
SunsuperGeneral Manager, MLC Business Super
National Australia Bank - MLC Wealth Management
Apr-14
gordon NoBLe Noble departs ASFADirector, Investments and Economy
Association of Superannua-tion Funds of Australia
Jun-14
Matt pANciNo Chief Info Officer moves into new role at Suncorp
CEO - Suncorp Business Services
Suncorp Group Chief Information Officer Suncorp Group Jun-14
teresa pArker Northern Trust Head of APAC steps down Head of APAC Northern Trust Jun-14
Brad potter Potter moves into Head of Australian Equities role at Tyndall AM
Head of Australian Equities Nikko Asset ManagementPortfolio Manager & Senior Analyst
Nikko Asset Management Jun-14
Matthew rAdy IRESS appoints Group Executive - Financial Markets
Group Executive - Financial Markets
IRESS
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
22
JUNE
Brian reed Reed retires from the board of Catholic SuperDirector - Employer Representative
Catholic Super Jun-14
evan reedMAN Reedman joins Vanguard AustraliaNational Manager - Asset Consultants
Vanguard Investments Australia
Director - Head of Consultant Relations
Credit Suisse Australia Jun-14
Mark reiLLy Ausbil COO moves on Chief Operating OfficerAusbil Investment Management
Jun-14
John rodd Equipsuper CFO moves to EQT Head of Super Trustee Office Equity Trustees Chief Financial Officer Equipsuper May-14
emma scAMMeLL Scammell joins the communications team at AMP Capital
Internal Communications Manager
AMP Capital Communications Specialist Zurich Australia Jun-14
Adam seccoMBe Former BlackRock MD joins board ofImplemented Portfolios
Non-executive Director Implemented Portfolios
tim shANAhAN Shanahan announced as new Chair of WA Super Chair WA Super
david sMith Class Super CEO departs Chief Executive Officer Class Super Jun-14
peter sMith x Smith leaves the board of LGsuper Director - Member Elected LGsuper Jun-14
Jason soMMer Sommer to head new division at SunsuperExecutive General Manager - Product, Projects & Technical Service
SunsuperGeneral Manager - Change & Technical Services
National Australia Bank - MLC Wealth Management
Jun-14
kristine spiteri Equipsuper hires veteran planner for new Syd-ney office
Financial Planner - Education and Advice
Equipsuper Financial Planner ANZ Jun-14
Neil stANFord Key consultant leaves JANAConsultant - Head of Quantitative Systems
JANA Investment Advisers Jun-14
richard steveNs GM Investment Operations departs QICGeneral Manager - Investment Operations
QIC Jun-14
Melos suLicich My State names Sulicich as new CEO & MDChief Executive Officer & Managing Director
MyState Limited
greg sword Sword resigns from top job at LUCRF Chief Executive LUCRF Super Jun-14
Jordan tANg Henderson appoints head of retail distribution Head of Retail DistributionHenderson Global Investors
Key Account Manager - NSW/ACT
Ausbil Investment Management
May-14
vessela tAsker Ironbark Asset Management appoints former SSgA Portfolio Manager
Key Account ManagerIronbark Asset Management
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
23
JUNE
Joel tAyLor Fortnum appoints National Sales Manager National Sales Manager Fortnum Financial GroupBusiness Growth Manager - NSW
National Australia Bank - MLC Wealth Management
Jun-14
steve tucker Tucker announced as co-owner of Westoz Investment Management
Co-owner & Executive ChairWestoz Investment Man-agement
Nicholas vAMvAkAs Equipsuper creates Chief Risk Officer role Chief Risk Officer Equipsuper Chief Risk Officer ME Bank Feb-14
John veNArdos Venardos to head implementation services at Russell
Head of Implementation - Australia/NZ
Russell Investments
vince wAtt x Watt named new MetLife CFO Chief Financial Officer MetLife
Matt whiNerAy Whineray moves into CIO role at NZ Super Chief Investment OfficerNew Zealand Superannua-tion Fund
General Manager of Invest-ments
New Zealand Superannuation Fund
Jun-14
tom whiteLAw Morningstar promotes Whitelaw Director of Manager Research Morningstar Research Manager Morningstar Jun-14
Neil wiLLiAMs QIC hires NZ Super chief investment adviserMD, Multi-asset and Invest-ment
QIC Chief Investment AdviserNew Zealand Superannuation Fund
Jun-14
Michael wyrsch Michael Wyrsch appointed new CIO of Vision Super
Chief Investment Officer Vision Super Senior Consultant Frontier Advisors Jun-14
paul yAtes netwealth hires distribution manager for Sydney office
Senior Distribution Manager netwealth Group
More information on all of June’s moves
can be found at industrymoves.com
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
24
JULY
Michael AkeLe Certitude appoints Northern Regional ManagerNorthern Regional Manager - NSW/QLD/NZ
Certitude Global Investments
State Manager Global Solutions - NSW
Certitude Global Investments Jul-14
chris Artis Head of Fixed Interest leaves Telstra Super Head of Fixed Interest TelstraSuper Jul-14
Melissa BABBAge Babbage joins Mercer board Non-executive Director - MIAL Mercer
david BAssANese x BetaShares appoints Chief Economist Chief Economist BetaShares
david BeLL AUSCOAL appoints Bell as CIO Chief Investment Officer AUSCOAL Super
Lorraine BereNds x Berends joins BT Financial Group's boardNon-Executive Director REAT Board
BT Financial Group
ross BerNAys x Bernays to head new business PrincipalInvestment and Financial Services Logistics
Jo-Anne BLoch x Bloch to lead global Innovation Hub in NYFinancial Advice Business Leader
Mercer Jul-14
colin BoLd xFormer CFSGAM Head of Marketing takes up new post
Head of MarketingFitzpatricks Financial Group
Joe Botte Botte appointed MD of My Adviser Managing Director MyAdviser
Michael BoweN PineBridge appoints Business Development Manager
Business Development Manager
PineBridge Investments
gavin Boyd Acadian hires VP Client Service and SalesVice President, Client Service and Sales
Acadian Australia Head of Institutional Sales Investec Asset Management Jun-14
kevin BrANtoN x Regnan appoints Senior Analyst Senior Analyst Regnan
terry Burke New Chair for QIEC Super Chair QIEC Super
John cAuLFieLd Market Vectors appoints VP of insto business development
Vice President, Institutional Business Development
Market VectorsDirector - Business Development Australia
FTSE Group Jul-14
Jason cLArke Clarke resigns as Lonsec Fiscal MD Group CEO & MD Lonsec Fiscal Jul-14
patricia cross New Chair for CSC Board ChairCommonwealth Superan-nuation Corporation
Q&A
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PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
25
JULY
Johan cruz Premium appoints compliance head Head of CompliancePremium Wealth Management
Senior Compliance Officer IOOF Group Jul-14
peter dAvidsoN Clearview appoints BDM for VictoriaBusiness Development Manager - VIC
ClearView WealthBusiness Development Manager
OnePath Jul-14
Joanne dAwsoN Vision Super appoints independent director Independent Director Vision Super
Jean dieudoNNe Senior Analyst departs JCP Investment Partners Senior Analyst JCP Investment Partners Jul-14
charles doNNeLLy LUCRF names new CEO Chief Executive Officer LUCRF Super
christopher eLLisoN Hon Christopher Ellison appointed to CSC Board
DirectorCommonwealth Superan-nuation Corporation
david erdoNMez Erdonmez announced as Lonsec Research CEO
CEO - Lonsec Research Lonsec FiscalGM - Managed Fund Research
Lonsec Fiscal Jul-14
Allan FAzLdeeN Chair of QIEC Super retires Chair QIEC Super Jul-14
Maree Feek Clearview appoints BDM for QLDBusiness Development Manager - QLD
ClearView WealthBusiness Development Manager
Zurich Australia Jul-14
Linda Fox SFGA senior executive to join CBACompany Secretary and Chief Financial Officer
SFG Australia Jul-14
Michael gALLAgher AIMA appoints General Manager for Australian Group
General Manager - Australia National Group
Alternative Investment Management Association
Adam gee Gee announced as SuperRatings CEO CEO - SuperRatings Lonsec FiscalHead of Consulting - SuperRatings
Lonsec Fiscal Jul-14
david ghiLks Clearview appoints BDM for NSWBusiness Development Manager - NSW
ClearView WealthBusiness Development Manager
Zurich Australia Jul-14
Amanda giLLespie Gillespie moves into joint Group CEO role at Lonsec
Joint Group CEO Lonsec Fiscal CEO - Lonsec Research Lonsec Fiscal Jul-14
Michele gLover Glover joins Mercer board Executive Director - MAPL Mercer
Lisa grAy Gray departs from group executive role at NABGroup Exec - Enterprise Svcs & Transformation
National Australia Bank Jul-14
Jonathan greeN TCorp - Amalg Fund appoints GM Invest Implementation
General Manager - Investment Implementation and Operations
TCorp - Amalgamation Fund
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
26
JULY
Michael hArte Harte resigns as CBA Chief Information Officer Chief Information OfficerCommonwealth Bank of Australia
Jul-14
Bruce hArtNett x New Chair at VicSuper Chair VicSuper Deputy Chair VicSuper Jul-14
Lachlan hodgkiNsoN x van Eyk analyst joins DimensionalAssociate - Institutional Client Service
Dimensional Fund Advisors Investment Analyst van Eyk Jul-14
paul howes Howes joins KPMG Australia Director - Advisory KPMG
tony hyAMs Chair departs CSC Board ChairCommonwealth Superannua-tion Corporation
Jul-14
Brett ireLANd Fitzpatricks appoints Chief Operating Officer Chief Operating OfficerFitzpatricks Financial Group
General ManagerAlternative Investment Management Association
Jun-14
Brendan irwiN Mercer Financial appoints research manager Research Manager Mercer Financial Advice
doug kirkMAN Managedaccounts.com.au bolsters sales teamBusiness Development Manager - managedaccounts.com.au
Managed Accounts Holdings
Anton kwANg Neuberger Berman appoints APAC Portfolio Manage
Senior Portfolio Manager, Asia Pacific
Neuberger Berman Investment Director Standard Life Investments Jul-14
steven LAMBeth Bennelong appoints Senior Investment Analyst Senior Analyst"Bennelong Long Short Equity Management"
Senior Investment Analyst JCP Investment Partners Jul-14
ian LeckeNBy New board director at LGsuperDirector - Employer Representative
LGsuper
greg LiddeLL Russell's MD of Advisory Services departsManaging Director, Advisory Services
Russell Investments Jul-14
colin LoNg New board member for VicSuper Director VicSuper
rebecca Lowde CFO departs Bravura Chief Financial Officer Bravura Solutions Jul-14
Bill LyoNs New deputy chair at VicSuper Deputy Chair VicSuper
Nathan MAcphee MacPhee moves into joint Group CEO role at Lonsec
Joint Group CEO Lonsec Fiscal CEO - SuperRatings Lonsec Fiscal Jul-14
Angela MAcphersoN Challenger appoints former AMP executiveNational Key Account Manager
Challenger
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
27
JULY
ian MArtiN Martin to head State Street Global Markets and Global Exchange
Head of Global Markets and Global Exchange, Asia Pacific
State StreetHead of Global Services and Global Markets, Australia
State Street Jul-14
Josh MAthews OneVue appoints new Media & Communications Manager
Media & Communications Manager
OneVue
peter MAtic New employer representative director for LGSuper
Director - Employer Representative
LGsuper
James MAtt Dimensional appoints Regional DirectorRegional Director - Consultant Relations
Dimensional Fund Advisors
Investment Analyst JANA Investment Advisers Jul-14
Julie MAy May leaves OneVue for editorial roleMedia & Communications Manager
OneVue Jul-14
Alastair MciNtosh JANA appoints consultant for property research Consultant - Property ResearchJANA Investment Advisers
steve MckeNNA TCorp - Amalg Fund appoints GM Invest. & Client Strategy
General Manager - Investment and Client Strategy
TCorp - Amalgamation Fund
Brett MeNNie J.P. Morgan appoints National Sales Manager National Sales Manager J.P. MorganSales Manager - Advisor Distribution
Vanguard Investments Australia
Apr-14
tracee MuLvihiLL HESTA appoints member advice general manager
General Manager - Member Advice
HESTA Financial Advisor Industry Fund Services Jul-14
Barbra Norris Chair steps down at VicSuper Chair VicSuper Jul-14
Mark o'BrieN TCorp - Amalg Fund appoints GM InvestmentsGeneral Manager - Investments
TCorp - Amalgamation Fund
Mick o'BrieN Ex-Invesco CEO joins the board of Equity Trustees
Non-executive Independent Director
Equity Trustees
edith pFister TAL appoints GM Strategic FinanceGeneral Manager Strategic Finance
TAL
Amy phAM x Folkestone Maxim appoints Portfolio Manager Portfolio Manager Folkestone
Jeremy pree Ord Minnett appoints former Lonsec marketing head
Director - Wholesale Broking, Intermediary Services
Ord Minnett GM Business Dvelopment Lonsec Fiscal Jul-14
Mary reeMst New Managing Director named forMacquarie Bank
MD and CEO - Macquarie Bank Macquarie GroupHead of Credit - Risk Management Group
Macquarie Group Jul-14
vinita sALALe Salale leaves Towers Watson for UK post with Janus Capital
Investment Consultant Towers Watson Jul-14
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
28
JULY
Anna schoFieLd x AMP Capital research head joins Challenger National Key Account Manager ChallengerHead of Research & Plat-forms
AMP Capital Apr-14
peter sipek Investment Services Director at AMP Capital departs Director, Investment Services AMP Capital Jul-14
hadyn stepheNs Centuria appoints Head of Transactions Head of Transactions Centuria Capital
deanne stewArt Metlife appoints former BT GM as CEO Chief Executive Officer MetLife
cecilia storNioLo FSC executive joins BT Financial Group Key Account Manager BT Financial Group Senior Policy Manager Financial Services Council Jul-14
Jan swiNhoe Swinhoe joins Mercer boardNon-executive Director - MIAL & MSAL
Mercer
gabriel szoNdy Szondy departs CSC Board DirectorCommonwealth Superannua-tion Corporation
Jul-14
chris tAyLor xTaylor to head SSGS and Global Markets, Aus-tralia
Head of Global Services and Global Markets, Australia
State StreetHead of Sector Solutions Business, Asia Pacific
State Street Jul-14
Aaron thirukuMAr Acadian hires new Client Service Associate Client Service Associate Acadian Australia
Justin viNey Premium appoints head of network development Head of Network DevelopmentPremium Wealth Manage-ment
General Manager, Practice Development
Lonsdale Financial Group Apr-14
John wAddy Bravura adds Global Product Development roleGlobal Product Development Director
Bravura Solutions
greg wArd Macquarie Bank MD and CEO to step into deputy role
Deputy MD and CEO - Mac-quarie Bank
Macquarie GroupMD and CEO - Macquarie Bank
Macquarie Group Jul-14
Leigh wAtsoN Swiss Re appoints Head of Client Markets Life and Health
Head of Client Markets Life and Health (Australia and NZ)
Swiss Re
tim whiteheAd Macquarie names new Head of CreditHead of Credit - Risk Manage-ment Group
Macquarie GroupExecutive Director, Credit - Risk Management Group
Macquarie Group Jul-14
david whiteiNg CBA appoints Whiteing as Chief Info Officer Chief Information OfficerCommonwealth Bank of Australia
EGM Architecture and Planning
Commonwealth Bank of Australia
Jul-14
gordon woNg Executive Manager Group Credit departs Sun-corp
Executive Manager - Group Credit
Suncorp Group Jul-14
kevin woNg State Street announces APAC sector solutions head
Head of Sector Solutions - Asia Pacific
State Street
Matthew youNg Robeco appoints Retail BDMRegional Manager Retail Busi-ness Development
RobecoVP - Retail Business Devel-opment
BlackRock Jul-14
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
29
AUGUST
Michael zeLiNksy Zelinsky joins the board of CbusDirector - Member representative
Cbus
kate ANdersoN New national technical manager for IOOFNational Manager - Technical Services
IOOF Group Head of Technical SuperIQ May-14
Fil ANdroNAco Asset consultant departs van Eyk Asset Consultant van Eyk Aug-14
david ArNott AVSuper board director retiresDirector - Member Representative
AVSuper Aug-14
pragun BABhootA New Key Account Manager for Ironbark AM's Sydney team
Key Account ManagerIronbark Asset Manage-ment
Franz BAuMgArtNer Asset consultant joins van Eyk Asset Consultant van Eyk
george BouBourAs CIO departs Equity Trustees Chief Investment Officer Equity Trustees Aug-14
huw Bough MyState hires another Westpac executiveGeneral Manager - Sales and Distribution
MyState Limited
John BrAkey Brakey joins Principle Adviser Principle Advisory Services
Antony cAhiLL Cahill promoted to group executive role at NABGroup Executive - Product and Markets
National Australia BankExec GM - Digital & Direct Banking
National Australia Bank Aug-14
daniel cheANg Morningstar appoints Senior Analyst to manager research team
Senior Analyst Morningstar
don christie Mariner Chair resigns Chair Mariner Corporation Ltd Aug-14
trevor cLisBy Skaffold appoints head of wholesale markets Head of Wholesale Markets Skaffold
cameron cLyNe Clyne to leave top job at NAB Chief Executive National Australia Bank Aug-14
erick cordero Media Super hires GM Growth General Manager, Growth Media SuperBusiness Development & Stra-tegic Corporate Relationships
REST Industry Super Jul-14
James cowper Cowper moves into director role at Principle Director Principle Advisory Services Associate Director Principle Advisory Services Aug-14
peter crewe Crewe departs as CEO of AIA Australia Chief Executive Officer AIA Australia Aug-14
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
30
AUGUST
dave currAN Westpac names new Chief Information Officer Chief Information Officer Westpac Group
tony d'ALoisio New Chair for IRESS Chair IRESS
Nathan deAriNger Finance and governance head joins AustSafeHead of Finance and Governance
AustSafe Super
peter duNAi Co-founder of IRESS retires Chair IRESS Aug-14
robyn eAcott x La Trobe appoints executive to IT teamExecutive Head of Business Anal-ysis and Information Technology
La Trobe Financial Business Analyst La Trobe Financial Aug-14
Les FALLick Fallick departs Principle Chair Principle Advisory Services Aug-14
Brendan FoLey OneVue appoints Foley as Deputy CEO Deputy CEO OneVue
Anne Fuchs AFA appoints Chief Commercial Officer Chief Commercial OfficerAssociation of Financial Advisers
david gALL Gall moves into Group Risk role at NAB Group Risk Officer National Australia BankExec GM Banking & Wealth Solutions
National Australia Bank Aug-14
william grAus Energy Super creates GM Investments roleGeneral Manager - Investments
Energy Super Senior Investment Officer "ESSSuper" Jul-14
ryan greeN Greencape Capital adds to investment team Investor Greencape Capital
stuart griMshAw Bank of Queensland CEO resignsChief Executive and Managing Director
Bank of Queensland Aug-14
damien hAtFieLd x Hatfield to head up distribution at Ascalon Head of Distribution, Australia Ascalon Capital Managers
Joseph heALy Group Executive head departs NABGroup Executive - Business Banking
National Australia Bank Aug-14
damian heArN Chan & Naylor hires senior adviser Senior Wealth Adviser Chan & NaylorNational Manager - Technical Services
IOOF Group Jun-14
sean hughes xUniSuper appoints legal, risk & compliance executive
Executive Manager - Legal, Risk & Compliance
UniSuper
peter JordAN Northern Trust names APAC headHead of Global Fund Services - Asia Pacific
Northern Trust
paul kAsiAN x Head of Equities to step up at EQTActing - Head of Asset Management
Equity Trustees
Q&A
Q&A
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
31
AUGUST
Nick LANgtoN Langton appointed CEO of Bridges Chief Executive Officer Bridges Financial ServicesGeneral Manager - Private Clients
Perpetual Private Jul-14
veronica MArques Tria Investment Partners appoints former ANZ Wealth Exec
Senior Consultant Tria Investment PartnersHead of Business Management - ANZ Wealth
ANZ Jul-14
John McFAuLL Energy Super appoints adviser for North Queensland
Financial Adviser Energy Super
Angela MeNtis New group executive role for Mentis at NABGroup Executive - Business Banking
National Australia BankExecutive General Manager, nab business
National Australia Bank Aug-14
kate MiLLs x New chief for the Financial Executives Institute Chief Executive OfficerFinancial Executives Institutes of Australia
Anne MiLNer Cbus appoints Milner to the boardDirector - Employer Representative
Cbus
eric MogeLoF PIMCO appoints Asia Pacfic head Chief Executive Officer PIMCOGlobal Head PIMCO Advisory
PIMCO Aug-14
Andrew MouAt BTIM appoints insto BDM Institutional BDMBT Investment Management
damien Mu Mu moves into CEO role at AIA Chief Executive Officer AIA AustraliaGeneral Manager - Life Insurance
AIA Australia Aug-14
Bruce MuNro NAB announces retirement of Group Risk Officer Chief Risk Officer National Australia Bank Aug-14
david NeAL Future Fund appoints Neal as MD Managing Director Future Fund Chief Investment Officer Future Fund Aug-14
ravi NeviLe Nevile resigns from Mercer Sentinel Chief Executive Officer Mercer Sentinel Aug-14
Justine o'coNNeLL x Frontier appoints Senior Consultant Senior Consultant Frontier Advisors Consultant Frontier Advisors Aug-14
dave oLiver New Deputy Chair for AustralianSuper Deputy Chair AustralianSuper
darren oLNey-FrAser CEO of Mariner Corporation departs Chief Executive Officer Mariner Corporation Ltd Aug-14
iain perry x Ibbotson appoints analytics and risk specialistHead of Performance Analytics and Investment Risk
Ibbotson AssociatesSenior Research Analyst - Diversified Solutions
Perpetual Investments Jul-14
Joel posters Future Fund appoints Head of ESG - Risk Management
Head of ESG - Risk Management
Future Fund
Q&A
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
32
AUGUST
Aimee pseLLos BDM joins netwealth's Melbourne officeBusiness Development Manager
netwealth Group
Jonathan rAMsAy Head of consulting departs van Eyk Head of Asset Consulting van Eyk Aug-14
otto rieth x New head of consulting at van EykHead of Asset Consulting and Strategic Research
van Eyk
renee roBerts Roberts leaves Bank of New Zealand for NABGroup Exec - Enterprise Svcs & Transformation
National Australia Bank
damian roche ASX appoints Roche as director Non-executive DirectorAustralian Securities Exchange
philippa sheehAN MD of MyAdviser departs Managing Director MyAdviser Aug-14
tony siNgh Associate Consultant appointed at Frontier Associate Consultant Frontier Advisors Consultant Frontier Advisors Aug-14
reuban sivArAJAsiNgAM Certitude appoints BDM for NSWBusiness Development Manager - NSW
Certitude Global Investments
Business Development Manager
Rubik Financial Ltd May-14
Alastair sLoAN Sunsuper appoints asset allocation managerTactical Asset Allocation Manager
Sunsuper
chris st AMANd St Amand leaves ANZ WealthRelationship Manager - ANZ Wealth
ANZ Aug-14
Neil stANFord HOSTPLUS appoints former JANA consultantInvestment Manager - Private Equity
HOSTPLUS
Adrian stewArt PIMCO appoints head of Australia Head of PIMCO Australia PIMCO Division Director Macquarie Group Aug-14
samuel stoBArt Senior BDM joins Arnhem Investment Manage-ment
Senior Business Development Manager
Arnhem Investment Management
Senior Investment Specialist
Perpetual Investments Jul-14
rob thoMAs Chair retires from TAL board Chair TAL Aug-14
Andrew thorBurN NAB names new CEO Chief Executive National Australia Bank
Jonathan toLuB van Eyk loses asset consultant Asset Consultant van Eyk Aug-14
Alycia vAssALLo UBS recruits Consultant Relationship ManagerConsultant Relationship Manager
UBSManager, Research Relationships
Perennial Investment Partners
Aug-14
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
33
AUGUST
camie west Northern Trust APAC head returns to ChicagoHead of Global Fund Services - Asia Pacific
Northern Trust Aug-14
Mason wiLLoughBy - thoMAs
Australian Ethical appoints Portfolio Manager Portfolio Manager Australian Ethical Equity Analyst Australian Ethical Aug-14
gary withers x Whitehelm Capital appoints chief executive Chief Executive Whitehelm Capital
Matthew wu Analyst joins Morningstar's Australasian manager research team
Analyst Morningstar
david wyLie Former Lonsec head of stockbroking joins Ord Minnett
Director - Wholesale Broking, Intermediary Services
Ord MinnettChief Executive - Stockbroking
Lonsec Fiscal Aug-14
tobias yAo Wilson AM appoints Equity Analyst Equity Analyst Wilson Asset Management Investment Analyst Pengana Capital Aug-14
Jeremy yAp Yap departs JANA for AMP Capital Investment Solutions Specialist AMP Capital Consultant JANA Investment Advisers Aug-14
More information on all of July and August’s
moves can be found at industrymoves.com
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
34
SEPTEMBER
Julie ANdrews IFM Investors appoints former Vanguard head of insto sales
Director - Business Development
IFM Investors
Fil ANdroNAco Former van Eyk asset consultant joins new business venture
Director InvestSense
raphael ArNdt Future Fund appoints new CIO Chief Investment Officer Future FundHead of Infrastructure and Timberlands
Future Fund Sep-14
Matt AspiNALL 360 Capital appoints head of business development
Head of Business Develop-ment
360 CapitalNational Key Account Manager
Zurich Australia Jul-14
Luke BANFieLd New COO for Metlife Australia Chief Operating Officer MetLifeHead of Customer Service & Operations
TAL Aug-14
greg BArNes New shares manager for Sunsuper Listed Shares Manager Sunsuper
paul BArsBy Former FPA Sales Manager joins APN Property Group
Regional Sales Manager APN Property Group National Sales ManagerFinancial Planning Association
Jun-14
Jane BeLL UCA Funds Management appointsIndependent Director
Independent Director UCA Funds Management
Lorraine BereNds Principal departs with closure of Marvin & Palmer's Australian office
PrincipalMarvin & Palmer Associates Inc
Sep-14
Farhad BiLLiMoriA x Mercer appoints Infrastructure Leader Infrastructure Leader - Pacific Mercer
greg Bird Lifeplan creates National BDM roleNational Business Development Manager
Lifeplan Funds Manage-ment
Business Development Man-ager - Victoria and Tasmania
Lifeplan Funds Management Sep-14
duncan BoyLe TAL appoints new chair Chair TAL
Barry BrAkey Future Fund announces acting Head of Infrastructure
Acting Head of Infrastructure and Timberlands
Future Fund
simon cAirNs Sunsuper appoints senior risk specialistSenior Specialist, Risk & Performance Analytics
Sunsuper
Justin cArroLL netwealth appoints Brisbane based distribution manager
Senior Distribution Manager netwealth Group
Martin dedA Bravura appoints new CFO Chief Financial Officer Bravura Solutions
Bill dwyer JANA appoints former GESB Head of Investments
Senior Consultant JANA Investment Advisers Head of Investments GESB Sep-14
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
35
SEPTEMBER
Melinda he Frontier appoints Analyst Analyst Frontier Advisors
guy hedLey Spring FG appoints former Macquarie exec as Chair
Chair Spring Financial Group
rohan JeFFs REST chair steps down Chair REST Industry Super Sep-14
Mani kAsteLLAs Regional Product Manager joins Avaloq's Australian team
Regional Product Manager Avaloq Evolution AQAccount and Product Manager
Bravura Solutions Sep-14
Bob keogh State Street appoints Head of Alternatives APACHead of Alternatives - Asia Pacific
State Street
Andrew kiM Former LGS portfolio manager joins Rockworth Capital
Head of Asset Management Rockworth Capital Partners Property Portfolio Manager Local Government Super Sep-14
rachel LeoNg BT Financial Group appoints Product Technical Manager
Product Technical Manager - Life Insurance
BT Financial Group Technical Strategy Manager Suncorp Group Sep-14
Norman LeuNg Sunsuper appoints specialist for risk & performance analytics
Specialist, Risk & Performance Analytics
Sunsuper
david Louie Ascalon appoints senior sales managerSenior Manager and Sales, Australia
Ascalon Capital Managers
Lindsay MANN UCA Funds Management appoints Independent Director
Independent Director UCA Funds Management
ken MArshMAN REST announces new chair Chair REST Industry Super
tim MArtiN Redundancy for Tyndall Head of Alternatives Head of Alternative Assets Nikko Asset Management Sep-14
glen MccreA ASFA appoints Chief Policy Officer Chief Policy OfficerAssociation of Superannu-ation Funds of Australia
col McguiNNess Strategic development head to depart AUSCOALHead of StrategicDevelopment and Innovation
AUSCOAL Super Sep-14
Leanne MiLtoN AMP appoints Head of Research Head of Research AMP
george MoroMALos New head of research and consultant relationships at Perpetual
Head of Research & Consultant Relationships
Perpetual InvestmentsBusiness Development Manager
State Street Global Advisers Sep-14
Jason MurrAy xNAB appoints GM for NSW private wealth division
General Manager NSW - NAB Private Wealth
National Australia BankQ&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
36
SEPTEMBER
Adam MustoN UBS appoints ETF Capability Manager ETF Capability Manager UBS
craig o'doNNeLL New joint head of retail investments for CBRE Australia
Joint Head - Retail Investments, Australia
CBRE Australia
zac pAuLic Rockworth Capital appoints analyst for Australian team
Analyst Rockworth Capital Partners
david rAccAt BNP Paribas appoints APAC Head of Market and Financing Services
Head of Market and Financing Services (APAC)
BNP Paribas Securities Services
Jonathan rAMsAy xNew role for former van Eyk head of asset allocation
Director InvestSense
Adam rANdALL x IFM Investors appoints Investment Director Investment Director IFM Investors Portfolio Manager Realindex Investments Sep-14
peter rossi CBRE Australia promotes exec to joint head retail investments
National Director - Retail Investments,
CBRE Australia
Joshua rout Former JANA analyst joins Franklin Templeton Junior Research AnalystFranklin Templeton Investments Australia
Investment Analyst JANA Investment Advisers Sep-14
stephen rowBottoM AUSCOAL appoints CFO Chief Financial Officer AUSCOAL Super
Matt russeLL Head of Sales & Marketing at Tyndall AM departs
Head of Sales & Marketing Nikko Asset Management Sep-14
dennis sAMs Redundancy for Australia Post Super's investments' head
Head of Investments Australia Post Super Scheme Sep-14
Adam seccoMBe xFormer Blackrock MD joins Implemented Portfolios
Executive Director Implemented Portfolios
tim sLAttery APN promotes Slattery to Executive Director Executive Director APN Property Group
georgina sMith NGS Super appoints employer directorDirector - Employer Representative
NGS Super
Jon suttoN COO steps up at Bank of Queensland Acting CEO Bank of Queensland
paul tAyLor xTowers Watson appoints senior investment consultant
Senior Investment Consultant Towers WatsonDirector, Investment Consultant
"PricewaterhouseCoopers" Aug-14
steve thoMAs Distribution exec appointed to netwealth's Melbourne office
Distribution Manager netwealth Group
Q&A
Q&A
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
37
SEPTEMBER
Jonathan toLuB New business venture for former van Eyk asset consultant
Director InvestSense
Anthony vAieNte Former van Eyk exec joins Fitzpatricks Financial Group
Head of Business GrowthFitzpatricks Financial Group
Manager of Practice Acquisi-tions & Recruitment
van Eyk Sep-14
Bob vAN MuNster Head of Australian Equities at Tyndall AM an-nounces retirement
Head of Australian Equities Nikko Asset Management Sep-14
Alex wise OneVue appoints new head of client & product strategies
Head of Client & Product Strategies
OneVue
Avi zAAcks Qualitas appoints new COO Chief Operating Officer Qualitas Principal Deloitte Australia Sep-14
More information on all of September’s
moves can be found at industrymoves.com
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
38
OCTOBER
Michael ANgwiN BMO Global appoints Intermediary Sales Director Director - Intermediary SalesBMO Global Asset Man-agement
National Distribution Man-ager
AQR Capital Management Aug-14
scott ArMstroNg Property Portfolio Manager joins LGS Property Portfolio Manager Local Government Super
geoff AshtoN Chair of Frontier resigns Chair Frontier Advisors Oct-14
Michael BAker New distribution head at Folkestone Head of Distribution Folkestone Partner Property Capital Partners Oct-14
peter BAker MD resigns from BNP Paribas Securities ServicesManaging Director - Australia and NZ
BNP Paribas Securities Services
Oct-14
Martin BArry La Trobe appoints head of institutional mandatesVice President, Head of Institution-al Mandates and Head of Sydney office
La Trobe Financial
paul BeNNett MetLife appoints Head of Marketing & Client Experience
Head of Marketing & Client Experience
MetLife
craig BiNghAM Bennelong appoints new CEO Chief Executive OfficerBennelong Funds Man-agement
simon BLAir Blair to step down at CBAGroup Executive - International Financial Services
Commonwealth Bank of Australia
Oct-14
dylan Bourke Kapstream appoints former Moody's analyst Credit Analyst Kapstream Capital Associate Analyst Moody's Investors Service Oct-14
roger Bridges Nikko AM appoints Global Rates and Currencies Strategist
Global Rates and Currencies Strategist
Nikko Asset ManagementHead of Fixed Income Strategy
Nikko Asset Management Oct-14
kristine Brooks Zurich promotes sales executive to head up distribution
Head of Distribution, Retail Life & Investments
Zurich AustraliaHead of Sales, Retail Life & Investments
Zurich Australia Oct-14
Jarrod BrowN Wingate Group appoints former Bennelong chief Director Wingate Group
Jenny BrowN Advisor of the Year appointed to AFA boardExecutive Director - Vice President
Association of Financial Advisers
chris BrowNe VIC director appointed to AFA board State Director - VictoriaAssociation of Financial Advisers
Nickola cABLe New senior consultant for Tria Investment Partners
Senior Consultant Tria Investment PartnersDirector - Product Develop-ment
UBS Sep-14
cheree cAiN La Trobe appoints Executive Head of Operations Executive Head of Operations La Trobe Financial
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
39
OCTOBER
Brett cLArk TAL Life CEO to move into Deputy Group CEO roleDeputy Group Chief Executive Officer
TALChief Executive Officer - TAL Life
TAL Oct-14
Jason coggiNs Research Manager departs ANZ WealthResearch Manager - ANZ Wealth
ANZ Oct-14
carolyn coLLey Decimal Software appoints former Macquarie Executive as CEO
Chief Executive Officer Decimal software Head of Personal Banking Macquarie Group Oct-14
steve crAwFord Treasurer elected to AFA board TreasurerAssociation of Financial Advisers
State Director - VictoriaAssociation of Financial Advisers
Oct-14
Martin dAy Prime Super appoints independent director Independent Director Prime Super
peter dorriAN PIMCO's head of global wealth management departs
Head of Global Wealth Man-agement äóñ Australia
PIMCO Oct-14
iain duNstAN x Rubik announces new MD Managing Director, Wealth Rubik Financial Ltd Regional Director Australasia Avaloq Evolution AQ Oct-14
Michael FALcoN J.P. Morgan AM appoints new APAC head Head of Asia Pacific Funds J.P. Morgan
trevor Fisher Managed Accounts Holdings appoints former Macquarie portfolio manager
Head of ProductManaged Accounts Hold-ings
Head of Private Portfolio Management
Macquarie Group Sep-14
James Ford WA Director appointed to AFA boardState Director - Western Australia
Association of Financial Advisers
gayle Forster AdviserLogic hires training manager and product specialist
Training Manager and Product Specialist
AdviserLogic
oliver ge BTIM appoints analyst for income and fixed interest team
Portfolio Analyst - Income and Fixed Interest
BT Investment Manage-ment
Research Analyst - Invest-ment Products
BT Investment Management Oct-14
claire higgiNs REI Super announces new Chair Chair REI Super
harry horowitz-rourke
Folkestone appoints new BDMBusiness Development Man-ager
Folkestone
Alan keNNy Federation Alliance appoints acting CEO Acting CEO Federation AllianceHead of Product Solutions and Pricing - AMP SMSF
AMP Oct-14
deborah keNt AFA appoints new President PresidentAssociation of Financial Advisers
rob koczkAr New CEO commences at Social Ventures Aus-tralia
Chief Executive Officer Social Ventures Australia
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
40
OCTOBER
vittorio LAcAgNiNA QIC's appoints infrastructure director for New York office
Director - Infrastructure QIC
Brigette Leckie VP Intermediary Relationships departs BNY Mellon
VP Intermediary Relation-ships & Investment Strategist
BNY Mellon Oct-14
simon LiNdsAy Lindsay moves into MD role at Aurora Managing Director Aurora Funds LtdExecutive Director and Head of Distribution
Aurora Funds Ltd Oct-14
Ming LoNg MD moves into fund manager role at Investa Office Fund
Group Executive & IOF Fund Manager
Investa Property GroupJoint Managing Director & Finance Director
Investa Property Group Oct-14
daniel MAdhAvAN x Impact Investing Australia appoints CEO Chief Executive Officer Impact Investing Australia
Bronwyn Morris New Chair for LGsuper Chair LGsuper
damien Mu AIA chief elected to FSC Board Director Financial Services Council
caterina Nesci La Trobe appoints Executive Head of Communi-cations
Executive Head of Communi-cations
La Trobe Financial Marketing & Media Manager La Trobe Financial Oct-14
Michael NightiNgALe New investment admin specialist for SunsuperSenior Specialist, Investment Administration & Implementation
Sunsuper
Michael NowAk AFA President steps down PresidentAssociation of Financial Advisers
Oct-14
sam oweNs Certitude appoints BDM for QLDBusiness Development Man-ager - QLD
Certitude Global Invest-ments
Account Manager Perpetual Ltd Oct-14
ian perkiNs Acting head of Australia and NZ appointed at BNP Paribas
Acting Managing Director - Australia & NZ
BNP Paribas Securities Services
tom reddAcLiFF FPA executive to set up consultancy businessGM, Member Growth & Marketing
Financial Planning Association Oct-14
steuart roe Steuart Roe to step down as MD of Aurora Managing Director Aurora Funds Ltd Oct-14
Brian roeBig Chair of LGSuper retires Chair LGsuper Oct-14
Libby roy Director of Corporate Super to depart AMP Director - Corporate Super AMP Financial Services Oct-14
paul sAyer TWUSuper names new chief Chief Executive TWUSuper Chief Operating Officer REST Industry Super Oct-14
Q&A
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
41
OCTOBER
paul spiteri Interim Chief Information Officer at Westpac resigns
Acting Chief Information Officer
Westpac Group Oct-14
gabriel szoNdy Szondy to chair Frontier board Chair Frontier Advisors
Alison terry Employer director leaves the board of Austra-lianSuper
Director - Employer Repre-sentative
AustralianSuper Oct-14
kim trAcey CFSGAM appoints new portfolio manager Portfolio ManagerColonial First State Global Asset Management
Michael trAiLL Founding Chief Executive of SVA moves to Exec Director role
Executive Director Social Ventures Australia Chief Executive Social Ventures Australia Oct-14
chris tyNAN Ex-Wilson HTM adviser heads Tynan Partners Managing Director Tynan Partners
zac wALLis Bennelong appoints National Account Manager National Account ManagerBennelong Funds Man-agement
Research and Accounts Manager
Zurich Australia Oct-14
Martin wALsh ACFS hires asset management consultant as BD advisor
Business Development Advisor
Australian Centre for Financial Studies
daniel wAN Wilson HTM analyst departs for Deutsche Bank Research Analyst Wilson HTM Oct-14
Jennifer wee Franklin Templeton appoints analyst to fixed income team
Research AnalystFranklin Templeton Invest-ments Australia
wayne wiLsoN Rubik MD to step down Managing Director, Wealth Rubik Financial Ltd Oct-14
Bill wooLcock REI Super Chair retires Chair REI Super Oct-14
More information on all of October’s
moves can be found at industrymoves.com
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
42
NOVEMBER
phil ANdersoN Zurich appoints new chief operating officer Chief Operating Officer Zurich Australia Chief Underwriting Officer Zurich Australia Oct-14
Amy Auster Former economic strategist at ANZ joins ACFS Deputy DirectorAustralian Centre for Financial Studies
peter BAker x Mercer Sentinel appoints new CEO Leader - Mercer Sentinel Mercer Sentinel
Andrew BArNes Chair of Australian Wealth Investments resigns ChairAustralasian Wealth Invest-ments
Nov-14
pAuL BArrett xFormer ANZ MD launches wealth management business
Chief Executive Officer Next Generation Advisory
raaz BhuyAN x WaveStone Capital appoints equities specialist Principal & Portfolio Manager WaveStone CapitalDeputy Head - Australian Equities Growth Team
Colonial First State Nov-14
christopher BLAxLANd - wALker
Clearview appoints sales exec to head up distribution
General Manager - Distribution ClearView Wealth National Sales Manager ClearView Wealth Nov-14
wArwick Boys xPerpetual GM appointed Fidelity Head of Institu-tional Business
Head of Institutional BusinessFidelity Worldwide Invest-ment
paul BrAiN Former Zurich program manager joins Next Generation Advisory
Chief Operating Officer Next Generation Advisory
Marisa BrooMe New director joins the board of FPA DirectorFinancial Planning Asso-ciation
paul Bugg Lifeplan appoints BDM for Vic & TasBusiness Development Man-ager - Victoria and Tasmania
Lifeplan Funds Manage-ment
Practice Development Manager
Macquarie Group Sep-14
Malcolm cAire Senior advisor joins Exelsuper Senior Adviser Exelsuper
edmond cheuk New consultant for Tria Investment Partners Consultant Tria Investment Partners
Marcus cLeAry National Sales Manager joins UBS National Sales Manager UBS
rob dA siLvA x SQM appoints former van Eyk research headHead of Research - Fixed Income and Alternatives
SQM ResearchHead of Manager Research & Deputy CIO
van Eyk Nov-14
chris dAvies ASFA appoints Telstra CEO to the board DirectorAssociation of Superannu-ation Funds of Australia
sharon dAvis AMP Capital COO appointed Director Aust & NZDirector, Australia and New Zealand
AMP Capital Chief Operating Officer AMP Capital Nov-14
Q&A
Q&A
Q&A
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
43
NOVEMBER
Alva de voy Fidelity Australia appoints Investment Director Investment DirectorFidelity Worldwide Investment
stuart Forsyth ATO executive joins consulting firm DirectorMcPherson Super Consulting
Nick FroLich Avaloq appoints Regional Director for Australian team
Regional Director Australasia Avaloq Evolution AQFinancial Services Industry Lead
SAP Oct-14
peeyush guptA Peeyush Gupta appointed to board of NAB Non-executive Director National Australia Bank
Allison hiLL xFrontier senior consultant to lead DMP Asset Management
Chief Executive Officer DMP Asset Management Senior Consultant Frontier Advisors Nov-14
rob JesudAsoN Jesudason to replace Blair at CBAGroup Executive - International Financial Services
Commonwealth Bank of Australia
todd kArdAsh ClearView names new chief executive Chief Executive ClearView WealthGeneral Manager, Distribu-tion
ClearView Wealth Nov-14
paul kAsiAN Equity Trustees appoints Head of Asset Management
Head of Asset Management Equity Trustees
Neil keNdALL New Chair for the FPA ChairFinancial Planning Association
Adam LANcAster x Distribution head departs Ausbil Director, DistributionAusbil Investment Management
Nov-14
peter LewiNsky TAL super fund appoints Independent Chair Independent ChairTAL Superannuation and Insurance Fund
Matthew LuMsdeN Vanguard appoints key account management head
Head of Key Account Management
Vanguard Investments Australia
Lisa MccALLuM OneVue COO appointed Head of Innovation Head of Innovation OneVue Chief Operating Officer OneVue Nov-14
phillip MiLLs Exelsuper appoints senior adviser Senior Adviser Exelsuper
colin MorgAN Zurich appoints CEO, Global LifeChief Executive Officer, Global Life - Asia Pacific
Zurich AustraliaChief Executive Officer, Life & Investments - Australia
Zurich Australia Nov-14
delma NewtoN FPA appoints new board member DirectorFinancial Planning Asso-ciation
huw o'grAdy Key Account Manager joins Grant SamuelKey Account Manager - Victoria
Grant Samuel Funds Management
Key Account Manager Australian Unity Investments Oct-14
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
44
NOVEMBER
Boe pAhAri AMP Capital appoints Global Head of Infrastructure Equity
Global Head of Infrastructure Equity
AMP Capital
david pik Suncorp Life hires strategy headHead of Strategy - Suncorp Life
Suncorp Group Head of Strategic Services Comminsure Oct-14
tony piMANdA Sunsuper hires asset transitions specialist Specialist, Asset Transitions Sunsuper
Mike pope Head of fin advice moves into BDM head role at Clearview
Head of Business Development
ClearView Wealth Head of Financial Advice ClearView Wealth Nov-14
Lucy pryor Principal Consultant leaves Tria Principal Consultant Tria Investment Partners Nov-14
roslyn rAMweLL TAL super fund appoints Independent Director Independent DirectorTAL Superannuation and Insurance Fund
roslyn rAMweLL Long-standing corporate funds rep leaves ASFA board
DirectorAssociation of Superannua-tion Funds of Australia
Nov-14
Bernard reiLLy x Bernard Reilly departs SSgA Global Head of Strategy State Street Global Advisers Nov-14
Matthew rowe FPA Chair hands over the reins Chair Financial Planning Association Nov-14
Atit ruNgA Former Matrix COO moves to head of platforms at ClearView
Head of Platforms ClearView Wealth Chief Operating Offcer Matrix Planning Solutions Nov-14
Jim sAvAge Franklin Templeton appoints senior insto sales manager
Senior Manager Institutional Sales
Franklin Templeton Investments Australia
tanya seALe Matrix Head of Advice appointed to ClearView Head of Advice ClearView Wealth Head of Advice Matrix Planning Solutions Nov-14
philippa sheehAN Former MyAdvisor MD to head MyPlanner Managing Director MyPlanner Australia Pty Ltd
Linda stANgherLiN Zurich appoints former CFS sales executiveNational Sales Manager, Investments
Zurich AustraliaNational Sales Manager, Investments
Colonial First State Nov-14
richard steveNs OneVue appoints former QIC exec as COO Chief Operating Officer OneVue
david storM OneVue exec moves into head of partnerships role
Head of Partnerships OneVueHead - Platform Strategy, Sales & Svc
OneVue Nov-14
Anne teMpLeMAN - JoNes
Independent Director appointed to TAL super fund
Independent DirectorTAL Superannuation and Insurance Fund
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
45
NOVEMBER
Adam tweedALe Copia appoints former Bennelong distribution head
State Manager, Southern Region
Copia Investment Partners Director, DistributionBennelong Funds Manage-ment
Oct-14
peter wArtoN Chi-X Australia appoints new Head of Market Operations
Head of Market Operations Chi-X Australia
david yALe OneVue names Head of Implemented Portfolio Services
Head of Implemented Portfolio Services
OneVue
More information on all of November’s
moves can be found at industrymoves.com
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
46
DECEMBER
Nicholas ALLeN Eaton Vance Australian head to departManaging Director & Country Head
Eaton Vance Management International
Dec-14
scott BAker Scott Baker joins Capital Group as Key Account Manager
Key Account Manager Capital Group Strategic Account Manager Perpetual Ltd Dec-14
Marsha Beck IMCA Australia appoints Director DirectorInvestment Management Consultants Association
paula BeNsoN NAB appoints GM Corporate AffairsExecutive General Manager, Corporate Affairs
National Australia Bank
hannah BevAN Lonsec Research appoints Client Services & Training Manager
Client Services & Training Man-ager - Lonsec Research
Lonsec FiscalClient Services & Training Manager
van Eyk Nov-14
simon BLAkers Ausbil appoints new COO Chief Operating officerAusbil Investment Man-agement
Michael BLock x Australian Catholic Super names new CIO Chief Investment OfficerAustralian Catholic Superan-nuation & Retirement Fund
John BrogdeN Brogden to step down as CEO of FSC Chief Executive Officer Financial Services Council Dec-14
phil Butterworth Head of BT Select promoted to GM Group Licenses
General Manager - Group Licenses
BT Financial GroupManaging Director - BT Select
BT Financial Group Dec-14
Brett cAirNs Magellan expands the role of chair Executive Chair Magellan Financial Group Chair Magellan Financial Group Dec-14
Annie cheN IT Applications Manager joins Lonsec ResearchIT Applications Manager - Lon-sec Research
Lonsec Fiscal IT Applications Manager van Eyk Nov-14
Jason coggiNs New private wealth firm appoints CogginsHead of Managed Funds Research
Koda Capital
scott coLLAry ANZ appoints new Chief Information Officer Chief Information Officer ANZ
scott dAvies Global Head of Infrastructure to leave AMP Capital Global Head of Infrastructure AMP Capital Dec-14
hamish dougLAss Magellan MD assumes chief investment officer role Chief Investment Officer Magellan Financial Group
greg driNg Magellan appoints senior analyst to head fran-chise team
Senior Investment Analyst - Franchises
Magellan Financial Group
Lisa gAy Gay joins the board of new private wealth firm Director Koda Capital
dom giuLiANo Magellan promotes portfolio manager to Deputy CIO Deputy Chief Investment Officer Magellan Financial Group
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
47
DECEMBER
rodney greeNhALgh BT appoints acting head of product for investment team
Acting Head, Investment Product Solutions - BT Investment Solutions
BT Financial Group
Lisa hAyes Anne Street Partners appoints Head of LegalHead of Legal, Risk and Com-pliance
Anne Street Partners
paul heAth Heath to head new private wealth firm Chief Executive Officer Koda Capital
Matt heiNe x Netwealth appoints Joint-Managing Director Joint-Managing Director netwealth Group Executive Director netwealth Group Nov-14
Bob heNricks Energy Super chair steps down Chair Energy Super Dec-14
duncan hodNett xEaton Vance appoints new institutional business head
Director of Institutional Business Australia and New Zealand
Eaton Vance Management International
Head of Institutional Business Europe
Eaton Vance Management International
Dec-14
James hoLt Senior Investment Specialist appointed at Perpetual
Senior Investment Specialist Perpetual Investments Investment Specialist Zurich Australia Dec-14
Jerome LANder Lander departs as director from IMCA Australia DirectorInvestment Management Consultants Association
Dec-14
Anthony LANe Former Mercer COO appointed to BT's new investment team
Chief Operating Officer - BT Investment Solutions
BT Financial Group
Brigette Leckie New private wealth firm appoints Leckie Chief Investment Officer Koda Capital
sally LoANe FSC names new chief executive Chief Executive Officer Financial Services Council
elspeth LuMsdeN Head of Equities to depart Future Fund Head of Equities Future Fund Dec-14
grant MccorquodALe FIIG Securities appoints former JBWere advice head
Head of Personal and Intermediary Clients
FIIG SecuritiesExecutive Director & Head of Advice
JBWere Oct-14
Michaela McgLiNN BT's head of corporate super moves to new investment team
Head of Investment Distribu-tion - BT Investment Solutions
BT Financial GroupHead of Corporate Super Distribution
BT Financial Group Dec-14
roger MciNtosh LUCRF head of investments departs Head of Investments LUCRF Super Dec-14
Jacob MitcheLL Platinum Portfolio Manager and Deputy CIO to step down
Portfolio Manager and Depu-ty Chief Investment Officer
Platinum Asset Managment Dec-14
Mario ModicA BT appoints new MD for BT Select Managing Director - BT Select BT Financial GroupHead of Practice Services - BT Select
BT Financial Group Dec-14
Q&A
Q&A
PeoPle on the Move neWS neW Role neW oRGAnISAtIon PRevIoUS Role(where relevant or known) PRevIoUS oRGAnISAtIon
DePARtURe Month
48
DECEMBER
Ben Moore AllianceBernstein appoints Retail Sales Manager National Retail Sales Manager AllianceBernstein AustraliaHead of Wholesale Distribu-tion - Russell Investments
Russell Investments Dec-14
greg NoLAN Greg Nolan departs as director from IMCA Australia
DirectorInvestment Management Consultants Association
Dec-14
tony pAttisoN Legg Mason appoints new sales director Director of SalesLegg Mason Global Asset Management
Business Development Manager
Fidante Partners Dec-14
grahame peterseN Peterson announces retirement from CBAGroup Executive - Business and Private Banking
Commonwealth Bank of Australia
Dec-14
Andrew rothery Rothery joins the board of new private wealth firm
Director Koda Capital
kulwant siNgh-pANgLy New CFO for QSuper Chief Financial Officer QSuper Head of Tax QSuper Dec-14
gerald stAck Research head moves into investments head role at Magellan
Head of Investments Magellan Financial Group Head of Research Magellan Financial Group Dec-14
tim tez Metlife appoints Chief Product & Marketing Officer
Chief Product & Marketing Officer
MetLife
Nikki thoMAs Magellan promotes portfolio manager to head of research
Head of Research Magellan Financial Group Portfolio Manager Magellan Financial Group Dec-14
dragana tiMotiJevic xSelect appoints former Mercer head of alterna-tives
Head of Research Select Investment Partners
steve tucker Steve Tucker to chair new private wealth firm Chair Koda Capital
Nigel wAugh Nigel Waugh joins Capital Group as Key Account Manager
Key Account Manager Capital Group Key Account ManagerNational Australia Bank - MLC Wealth Management
Dec-14
Anne whittAker xChief Investment Officer retires from Australian Catholic Super
Chief Investment OfficerAustralian Catholic Superan-nuation & Retirement Fund
Dec-14
Mark wiLLiAMsoN Energy Super announces new chair Chair Energy Super
kylie wiLLMeNt IMCA Australia appoints Kylie Willment as director
DirectorInvestment Management Consultants Association
Q&A
Q&A
ContaCt Us
DebbIe WILkeSDirector 0411 798 719 [email protected]
kAtRINA MAthIeSONDirector 0406 091 713 [email protected]
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