Equity Trustees expands business development team
Equity Trustees Limited (EQT) has further expanded its business development team with the appointment of Alex Keen as key account manager for NSW.
The appointment brings the NSW team to three key account managers, and a national business development team of 10 across Sydney, Melbourne and Brisbane. Keen will report to David Myers, national key account manager – EQT funds distribution.
Before joining EQT, Keen was business development manager for Australian Unity Investments, representing its property business and joint venture partners in NSW and the ACT. He has also worked with Investa Property Group within its retail funds management business.
AIA Australia enhances adviser quoting and application tool
AIA Australia has revamped its online quoting and application tool for advisers, eAPP Express, to deliver more functionality and faster processing. The move is a direct response to adviser feedback, said AIA.
AIA Australia's eApp software enables advisers to electronically lodge life insurance quotes and applications. The new look eApp Express has been designed to cater for the growing number of advisers who are opting to work via new platforms and browsers including tablets, laptops, notebooks and ultrabooks.
Head of retail, Pina Sciarrone, said the improvements to eApp Express had been driven by direct feedback from AIA Australia's adviser partners, who are now looking for greater flexibility in how they work.
"We're continually looking at how we can improve and enhance our products and services, a process which involves considerable consultation to ensure our offerings directly meet the ever changing needs of advisers, and assist them to run their businesses efficiently and effectively," said Sciarrone.
SPAA makes two appointments
The SMSF Professionals’ Association of Australia (SPAA) has made two key appointments in marketing and education.
Richard Magney has been appointed sales and business development manager, and Liz Ward as education manager.
“The SMSF sector is growing exponentially and SPAA has to keep expanding its resources to have the capacity to meet the demand this places on our services and to ensure we fulfil our obligations to members,” said SPAA CEO Andrea Slattery.
“In Richard and Liz, we have hired two proven performers in their respective fields who will bring new skills and experiences to the organisation that can only benefit our members.”