Specialist financial services software company knowIT Group has expanded its team to 10 with four appointments.
Wayne Wilson, CEO of knowIT Group, said the appointments enhance the technical and legislative knowledge, analysis and support that the business offers financial advisers through its Desk Caddie online tool.
“One of our primary focuses since taking over Desk Caddie has been making sure we have access to the right expertise and experience to maintain its knowledge base at the highest possible level.
“Ensuring we have comprehensive, up-to-date and accessible information available to Desk Caddie users at all times is key to its ongoing success.
“Desk Caddie already provides practical support to more than 4000 advisers, to help develop financial planning strategies for clients, and these appointments will further add to the services we provide,” Mr Wilson said.
Rob Lavery joins knowIT as technical manager. He has fifteen years industry experience and was most recently with ANZ Wealth as content and design analyst. He has also worked at Pinnacle Financial Services, TAFE NSW and ING/OnePath in a range of education, technical services, and government relations roles. Mr Lavery holds a graduate diploma of financial planning and is currently studying for his masters in financial planning.
In addition to Mr Lavery’s appointment, knowIT has also recruited three subject matter experts who will be responsible for developing technical content and subject updates for financial advisers through Desk Caddie.
They are: Kieren Dell (investments); Stuart Milne (investments); and Tim Miller (SMSFs).
Kieren Dell has over 31 years of experience in superannuation and financial services, having worked in a variety of corporate roles as well as an independent consultant to the industry.
He is a partner in Praxis Partners, a small consulting firm in financial services, founded in 2000. His previous roles was as general manager, financial planning and investments for Perpetual Private Clients, and he has also worked at Barclays Global Investors, Westpac Financial Services, Retireinvest, MLC and BT.
He was involved in the establishment of the Australian Retirement Income Streams Association in the 1990s, becoming its Chairman and first CEO prior to its eventual merger with IFSA (now the FSC). He was also executive director of the Senior Australians Equity Release Association of Lenders (SEQUAL). Mr Dell holds a Bachelor of Arts degree from Sydney University and a Bachelor of Laws degree from the University of Technology Sydney.
Stuart Milne has over 30 years’ experience in the wealth management and superannuation industry. He co-founded Praxis Partners in 2000 and prior to this spent fourteen years in various corporate roles spanning product management, operations, product development, strategy and technology at organisations including Zurich Financial Services, Colonial First State, and Aviva Australia.
He has been involved in product design and development across the funds management industry including master funds and wrap accounts, unit trusts/managed investment schemes as well as all types of retirement income stream and superannuation products.
Tim Miller started his financial services career at the Australian Taxation Office in 1990 and moved to its superannuation unit in 1994, providing superannuation assistance to employers, employees and tax professionals.
He has also worked at Cavendish Superannuation leading the retirement income and technical compliance teams, and was head of education at AMP SMSF, before becoming an independent SMSF trainer, presenter and mentor. Mr Miller is a member of the Self Managed Superannuation Fund Association and holds its Specialist Adviser (SSA) designation as well as a diploma of superannuation.
knowIT Group is a software product and services company that specialises in online tools and learning in the financial services industry. Its online tool Desk Caddie® is a service for advisers that provides practical support to help develop financial planning strategies for clients, provides up-to-date news, as well as tips for client reviews.
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