MLC appoints client retention managers
MLC has appointed business engagement managers to work with advisers to help keep clients on board, with the offer of training, tools and processes to increase engagement. The names of the new appointments have not been released.
Countplus chair steps down
Barry Lambert has stood down as chair of Countplus after a decade, to move outside of financial services. Lambert is being replaced with Countplus director Ray Kellerman.
Infocus restructure, three new senior appointments
Infocus has restructured its leadership team and appointed three new senior staff. Richard Herbst is the new general manager of financial advice; Michael Corcoran is the new general manager of salaried advice; and Irene Watt is the new general manager of marketing.
AFA appoints professionalism counsel
AFA appoints Linda Vogel as general counsel of professionalism, assisting general manager of policy and professionalism, Samantha Clarke, to prepare the association to become a monitoring body of an ASIC-approved AFA Code Scheme for the transition to FASEA standards. Vogel moves across from Deloitte.
NIBA award finalists
NIBA has announced the finalists of the QBE-sponsored NIBA Broker of the Year and VERO-sponsored Young Professional Broker of the Year Awards.
BROKER OF THE YEAR:
- James Dunk, Dunk Insurance
- Ron Tomsic, Marsh
- Michael Whyte, Marsh
- Lisa Carter, Clear Insurance
- Shane Flower, Pro-Insure
- Maria Newman, Marsh
- Brett Hagan, Insurance Risk Solutions
- Kelly Keast, Holdfast Insurance Brokers
- Joanne Tutton, Aon
- Hayden Armstrong, Armstrong’s Insurance Brokers
- John Farrell, Steadfast Taswide Insurance Brokers
- Brett Piggott, Willis Temby Insurance Brokers
- Jody Williams, Oracle Group
YOUNG PROFESSIONAL BROKER OF THE YEAR:
- Stephen Allan, GSA
- James Harmer, JLT
- Tim Richmond, Oxley Insurance Brokers
- Stacey Lloyd, Marsh
- Kimberley Lundberg, Insurance Aid General Brokers
- Amy Morrison, Insurance House
- Georgina Frost, Holdfast Insurance Brokers
- Mitchell Sleigh, AJG
- Karl Stephens, AJG
- Ben Gair, Australian General Insurance Services
- Ben Robinson, AJG
- Adam Ware, BJS Insurance Brokers (Gippsland) Pty Ltd
- Daniel Curnow, Centrewest
- Paula Eggers, Marsh
- Jamie Rigoli, JLT