AnnuAl Moves Roundup · the annual Moves roundup, lists moves in alphabetical surname order sorted...

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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

mailto:[email protected]

http://solutions.factset.com/freetrial_aus

http://institutions.eatonvance.co.uk/hexavest.php

http://industrymoves.com/

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


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


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


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



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


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


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


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


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


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

http://industrymoves.com/moves/stephen-alcorn-appointed-head-of-institutional-at-j-p-morgan

http://industrymoves.com/moves/ross-barnwell-moves-into-gm-advice-partnerships-role-at-mlc

https://industrymoves.com/moves/head-of-marketing-departs-amp

https://industrymoves.com/moves/al-clarke-appointed-global-head-muti-asset-at-tyndall


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

https://industrymoves.com/moves/sunsuper-appoints-investment-operations-manager

https://industrymoves.com/moves/jon-glass-departs-as-cio-of-media-super

https://industrymoves.com/moves/northern-trust-appoints-new-head-of-global-fund-services


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

http://industrymoves.com/blog/where-are-they-now-stephen-o-brien

http://industrymoves.com/moves/wes-palmer-appointed-principal-in-mercer-s-financial-services-division


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

http://industrymoves.com/moves/raewyn-williams-departs-russell-for-role-at-parametric



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

http://industrymoves.com/moves/van-eyk-advice-appoints-cfo-cio


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


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

http://industrymoves.com/moves/stuart-haigh-departs-nabinvest-for-role-at-partners-group

http://industrymoves.com/moves/eiss-appoints-matt-olsen-as-chief-investment-officer


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

http://industrymoves.com/moves/aon-hewitt-announces-new-head-of-financial-advice



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


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


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

http://industrymoves.com/moves/mark-carlile-departs-vanguard-to-join-j-p-morgan

http://industrymoves.com/moves/ecp-asset-management-appoints-portfolio-manager


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

http://industrymoves.com/moves/netwealth-appoints-head-of-investment-management-research

http://industrymoves.com/moves/sue-mieog-joins-fidante-as-director-of-boutique-partnerships

http://industrymoves.com/moves/andrew-kennedy-departs-genesys-to-join-eiss


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


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

http://industrymoves.com/moves/eqt-appoints-head-of-cash-and-fixed-income


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

Q&A

Q&A

http://industrymoves.com/moves/lewis-bearman-signs-off-at-perennial-investments

http://industrymoves.com/moves/daniel-birch-moves-into-institutional-business-development-role-at-russell-investments

http://industrymoves.com/moves/mercer-appoints-senior-responsible-investment-consultant


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


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

http://industrymoves.com/moves/philo-capital-advisers-appoints-head-of-sales


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


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


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

http://industrymoves.com/moves/peter-smith-leaves-the-board-of-lgsuper


DePARtURe Month

23

JUNE

Joel tAyLor Fortnum appoints National Sales Manager National Sales Manager Fortnum Financial GroupBusiness Growth Manager - NSW


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

http://industrymoves.com/moves/watt-named-as-new-metlife-cfo



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

Q&A

Q&A

Q&A

Q&A

Q&A

http://industrymoves.com/moves/betashares-appoints-chief-economist

http://industrymoves.com/moves/lorraine-berends-joins-bt-financial-group-s-reat-board

http://industrymoves.com/moves/bernays-to-head-new-business

http://industrymoves.com/moves/jo-anne-bloch-to-lead-global-innovation-hub-in-ny

http://industrymoves.com/moves/former-cfsgam-head-of-marketing-takes-up-new-post

http://industrymoves.com/moves/regnan-appoints-senior-analyst


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


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



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


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

http://industrymoves.com/moves/new-chair-for-vicsuper

http://industrymoves.com/moves/van-eyk-analyst-joins-dimensional


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


Brett MeNNie J.P. Morgan appoints National Sales Manager National Sales Manager J.P. MorganSales Manager - Advisor Distribution


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


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

http://industrymoves.com/moves/folkestone-maxim-appoints-portfolio-manager


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


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


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

https://industrymoves.com/moves/amp-capital-research-head-joins-challenger

https://industrymoves.com/moves/chris-taylor-to-head-state-street-global-services-and-global-markets-australia


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


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


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


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

https://industrymoves.com/moves/la-trobe-appoints-executive-to-it-team

https://industrymoves.com/moves/hatfield-heads-up-distribution-at-ascalon

https://industrymoves.com/moves/unisuper-appoints-legal-risk-compliance-executive

https://industrymoves.com/moves/interim-head-of-equities-appointed-at-equity-trustees


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


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

https://industrymoves.com/moves/new-chief-for-the-financial-executives-institute

https://industrymoves.com/moves/frontier-appoints-senior-consultant

https://industrymoves.com/moves/ibbotson-appoints-analytics-and-risk-specialist


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


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

https://industrymoves.com/moves/new-head-of-consulting-at-van-eyk


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

https://industrymoves.com/moves/whitehelm-capital-appoints-chief-executive



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


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

https://industrymoves.com/moves/mercer-appoints-infrastructure-leader


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

https://industrymoves.com/moves/nab-appoints-gm-for-private-wealth-division


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)


Jonathan rAMsAy xNew role for former van Eyk head of asset allocation


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

https://industrymoves.com/moves/new-role-for-former-vaneyk-head-of-asset-allocation

https://industrymoves.com/moves/ifm-investors-appoints-adam-randall

https://industrymoves.com/moves/former-blackrock-md-joins-implemented-portfolios

https://industrymoves.com/moves/towers-watson-appoints-senior-consultant-from-pwc


DePARtURe Month

37

SEPTEMBER

Jonathan toLuB New business venture for former van Eyk asset consultant


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




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


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


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

https://industrymoves.com/moves/portfolio-property-manager-joins-lgs

https://industrymoves.com/moves/bennelong-appoints-new-ceo


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

https://industrymoves.com/moves/rubik-announces-new-md-b807a1d2-b813-4a70-8b0b-2f8d79bad5fc

https://industrymoves.com/moves/social-ventures-australia-announces-new-ceo


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


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

https://industrymoves.com/moves/impact-investing-australia-appoints-ceo

https://industrymoves.com/moves/new-chair-for-lgsuper

https://industrymoves.com/moves/qic-appoints-director-of-infrastructure-for-new-york-office


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


Q&A

https://industrymoves.com/moves/szondy-to-chair-frontier-board



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

https://industrymoves.com/moves/mercer-sentinel-appoints-new-ceo

https://industrymoves.com/moves/former-anz-md-launches-new-wealth-management-busijness

https://industrymoves.com/moves/wavestone-capital-appoints-equities-specialist

https://industrymoves.com/moves/former-perpetual-gm-appointed-fidelity-s-head-of-institutional-business

https://industrymoves.com/moves/sqm-research-appoints-former-van-eyk-research-head


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


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


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

https://industrymoves.com/moves/frontier-senior-consultant-to-lead-dmp-asset-management

https://industrymoves.com/moves/distribution-head-departs-ausbil


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

https://industrymoves.com/moves/bernard-reilly-departs-ssga


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




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

https://industrymoves.com/moves/australian-catholic-super-appoints-cio


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


Head of Institutional Business Europe


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


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


Q&A

Q&A

https://industrymoves.com/moves/eaton-vance-appoints-new-institutional-business-head

https://industrymoves.com/moves/netwealth-appoints-joint-managing-director


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


Fidante Partners Dec-14

grahame peterseN Peterson announces retirement from CBAGroup Executive - Business and Private Banking


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

https://industrymoves.com/moves/select-appoints-former-mercer-head-of-alternatives

https://industrymoves.com/moves/cio-to-retire-from-australian-catholic-super

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