Australian Unity Investments (AUI) has strengthened its business development team with the creation of the position of national adviser solutions manager, appointing Mr Simon Reed to the role.
In addition, Mr Fabian Cockle has been appointed business development manager for Victoria and Tasmania.
Mr Cameron Dickman, general manager – retail at AUI, said Mr Reed will be responsible for working closely with advisers and dealer groups to ensure AUI is developing the best processes, tools and systems to assist advisers in maintaining their own client relationships.
“Advisers are increasingly providing a holistic service to their clients, and Simon’s appointment in particular will help us continue to provide the right assistance and support.
“In addition, the ongoing regulatory reforms facing the industry mean advisers are currently facing many challenges in addition to working with clients, and these appointments will ensure we have the right resources and knowledge in place to help advisers respond to such challenges,” Mr Dickman said.
Mr Reed has more than 17 years’ experience in the finance sector in both Australia and the UK, including senior marketing and product roles with Russell Investments, Zurich Investments, Citibank and Westpac in Australia, and NatWest Bank in the UK. He holds an honours degree in economics from Coventry University in England.
Mr Cockle has 11 years’ financial services experience in business development and sales roles. He was most recently a director and national sales manager at Audit Insurance Solutions and has also worked at Timbercorp in various roles, including national sales manager. Mr Cockle holds a bachelor of commerce from Melbourne University and a diploma of financial planning.
Australian Unity Investments is the funds management arm of financial services, health and retirement living services provider Australian Unity. It has $12.1 billion in funds under management (as at 31 May 2011). Its investment approach is to use its established in-house expertise in property and mortgages while also forming joint ventures and strategic alliances with other organisations with specialist expertise.
For more information please contact:
Cameron Dickman – 03 8682 4407