Risk People as at 22 October 2019
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New Appointments
MLC Life welcomes group insurance executive, head of new fund partnerships
Andrea Forbes is the new head of relationship management for group insurance at MLC Life, joining from NSW Treasury, where she held the role of director of commercial policy and risk team.
Emily Wu is the new head of new fund partnerships, moving across from AIA Australia where she was technical partnership manager.
CFS creates chief member outcomes officer role
Todd Stevenson is in the newly-created role at Colonial First State of chief member outcomes officer. Stevenson has been with the company for nine years. Marketing responsibilities will go to Kelly Power, who is retaining her current role as general manager of product, but with additional duties.
Peter Chunn, general manager of distribution, has left to go to First State Super, and an interim general manager of strategy and transformation, Gideon Lipman, has been appointed. A permanent replacement is being sought. Linda Elkins’ role as executive general manager has yet to be replaced. Michael Venter is the acting executive general manager until a permanent replacement is found.
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Awards
Plan For Life Excellence Awards
NobelOak Life has won the Overall Direct Life Insurance Excellence Award 2019 at the 6th Annual Direct Life Insurance Awards
Challenger has won the Overall Longevity Cover Excellence Award 2019, in the inaugural Longevity Cover Awards
MLC Life Insurance has won the Overall Health & Wellness Life Insurance Excellence Award 2019 in the 2nd annual Health & Wellness Life Insurance Awards
Download the Media Release (PDF): PFL_Media_Release_Direct_Life_Insurance_Awards_2019
Download the Media Release (PDF): PFL_Media_Release_Longevity_Cover_Awards_2019
Download the Media Release (PDF): PFL_Media_Release_Health_Wellness_Life_Insurance_Awards_2019
FS Power50: Australia’s most influential advisers named
The 50 most influential financial advisers in Australia have been named by the FS Power50, nominated by their peers and the Financial Standard editorial team. The named advisers were chosen for their shaping of the future of financial advice in Australia, being genuinely influential.
Esther Althaus of Perspective Financial Services
David Andrew of Capital Partners
Charles Badenoch of Main Street Financial Solutions
James Baird of Just Invest
Jessica Brady of Fox & Hare Wealth
Marshall Brentnall of Evalesco
Marisa Broome of Wealth Advice
Jenny Brown of JBS Financial Strategies
Amanda Cassar of Wealth Planning
James Cavanough of Latern Advisory
Rob Cobain of TownsendCobain
Felicity Cooper of Cooper Wealth Management
Sue Dahn of Pitcher Partners
Josh Dalton of Dalton Financial
Eleanor Dartnall of Focus Wealth
Victoria Devine of Zella Wealth
Finn Dorney of Shadforth Financial Group
Simon Duckett of Koda Capital
Brett Evans of Atlas Wealth Management
Jason Featherby of Knight Financial Advisors
Christopher Fellas of Insight Investment
Paul Forbes of RFS Advice
Cara Graham of The Wealth Designers
Cathryn Gross of Minchin Moore
Glen Hare of Fox & Hare
Scott Haywood of Haywood Financial Management
Nicole Heales of Nicole Heales Financial
Alison Henderson of SWA Financial Planners
Nerida Hicks of Bridges Personal Investment Services
Dean Ireland of Elston Asset Management
Glen James of IMFG
Michael Johnson of Sydney Aged Care F.A.
Neil Kendall of Tupicoffs
Olivia Maragna of Aspire Retire
Tim Mackay of The Independent F.A.
Karen McLeod of Ethical Investment Advisers
Ben Nash of Pivot Wealth
Geoff Pacecca of GAP Financial
Andrew Pidgeon of Shadforth
Donna Powell of DLP Life Design
Rebecca Pritchard of Wealth Enhancers
David Rae of Federation Financial
Hugh Robertson of Centaur Financial
Julia Schortinghuis of Lighthouse Capital
James Sutherland of UEM Wealth
Michelle Tate-Lovery of Unified Financial Services
Troy Theobald of RFS Advice
Tim Townsend of TownsendCobain
Ben Travers of Perpetual Private
Charlie Viola of Pitcher Partners
