Morningstar grows AdviserLogic team

Research, ratings and investment solutions provider, Morningstar, has grown its AdviserLogic business development team with two new hires.

Thomas Tolevski joins Morningstar’s AdviserLogic team as National Director from Midwinter Financial Services and Raymond Au has been appointed Business Development Manager.

Both based in Melbourne, Tolevski and Au will be responsible for growing relationships with advice practices as AdviserLogic’s product and service range continues to expand. The team offers dedicated client service support and onboarding across the suite of technology solutions.

“The appointments are a reflection of our ongoing commitment to delivering solutions to advice practices by continuing to invest in both our team and AdviserLogic,” Morningstar Head of Wealth Solutions, James Louw, said.

“Our dedicated on-the-ground national team of business development managers, support advisers with the modern CRM, regulatory compliance and comprehensive advice tools that empower advice businesses for success.”

Tolevski also enjoyed previous business development management roles at Insignia Financial and AMP in addition to growing his fintech expertise at Midwinter, while Au also gained experience with fintech and advice businesses in the 12 years he spent at Iress and most recently as Acting Head of Operations at Findex.