Equity Trustees appoints new GM
Australian responsible entity and trustee services provider, Equity Trustees, has announced the appointment of Johnny Francis to the role of General Manager, Business Development and Custody, Corporate Trustee Services (CTS).
Francis has extensive experience in client relationship development and management, after spending seven years at Perpetual Limited in the most recent role of Head of Sales and Relationship Management, Managed Fund Services.
He has also held senior roles at chartered accounting and advisory firm RSM Australia and corporate advisory specialists PPB Advisory.
“We are delighted to welcome Johnny to the CTS team,” Russell Beasley, Executive General Manager at CTS, Equity Trustees, said.
“We have seen strong and growing demand for specialist, independent responsible entity services both in Australia and overseas.
“We are confident the market knowledge and experience Johnny brings to the table will help us to continue to grow the business to its full potential.”
The CTS division of Equity Trustees provides a range of trustee services including debt capital markets and securitisation, loan market, and property services.
It currently has more than $100 billion in funds under management (FUM) and acts as a responsible entity for approximately 300 funds and 100 investment managers.
Wholesale should be opt in for all clients, and be extended to super advice and risk.
Misses the point. Plus I don't get it. Then SMSF Trustees should also need to sit an exam, AND people…
There should be a similar exam for SMSF members/trustees to make sure they are fully aware of the responsibilities required…
The FASEA exam was “so called” simplified to multiple choice but we still have half the advisers failing. Why? Because…
This whole argument is missing the point that the only reason advice businesses are looking to make more clients Wholesale…