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Andrew Evans is listed as ★ Senior Manager - Client Partnerships at La Trobe Financial ★ High performing BDM adding value beyond product at La Trobe Financial, a company with 296 employees, based in Greater Brisbane Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Andrew Evans.
Andrew Evans previously worked as Senior Manager - Client Relationships at La Trobe Financial and Principal Consultant at Bdm Connect. Andrew Evans holds Diploma Of Financial Services (Financial Markets) from Australian Financial Markets Association (Afma).
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I am a Business Development Professional with over 30 years Financial Services Industry Experience.In my current role as Senior Manager- Client Relationships for La Trobe Financial, I service existing clients and develop new relationships for La Trobe Financial's Wealth and Funds Management division, within the Qld, Northern NSW & WA Financial Planning marketplace.A primary focus of my role relates to educating Financial Advisers on the popular La Trobe Australian Credit Fund, which has obtained 'Recommended' (Lonsec & Zenith) & 'Superior' (SQM) Ratings from multiple leading Research Houses.La Trobe Financial is one of Australia's leading credit specialists. For the past 65 years, La Trobe Financial has successfully serviced institutional and retail investment mandates exceeding $12 billion, covering more than 100,000 individual loan assets. ★ So if you are a Financial Adviser, feel free to contact me if you are : • looking for investment alternatives currently yielding higher income than traditional income focused asset classes.• needing investment alternatives paying regular monthly income for your client's portfolios.• searching for income alternatives with low correlation to equities.• comfortable investing client's funds into an alternate asset class which is the same size in Australia as Equities and Bonds.• open to engage a lesser known, yet highly regarded Fund Manager, with a very strong investment track record, with over $5 Billion in Retail FUM.• willing to consider recommending to your clients a lesser known, yet well regarded managed fund with 'Recommended' & 'Superior' Ratings from multiple Research Houses.• Happy to deal with an experienced, and highly regarded BDM, who is genuinely interested in partnering with your practice, to provide better outcomes for your clients.★ For more information, feel free to contact me either via LinkedIn, email : aevans@latrobefinancial.com.au, or phone: 0410 220 185.
Listed skills include New Business Development, Practice Development, Sales, Managed Funds, and 19 others.
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Gold Coast, Qld
I operate in a Business Development Manager role, for La Trobe Financial's Private Wealth and Funds Management Division.Responsible for servicing both existing clients, and developing new relationships in the Qld & WA Financial Planning marketplace. Responsible for Key Account Management of Qld & WA based Financial Planning Licensees.Educating Financial.
Gold Coast, Qld
I was Principal Consultant for my own Third Party Distribution Consulting business, BDM Connect.BDM Connect was a unique consulting service to the financial services industry, specialising in providing third party distribution services, on behalf of some leading Investment companies (as an Authorised Rep), and many best of breed Practice Development and.
Gold Coast, Qld
I am responsible for servicing and managing existing Adviser relationships around the country, for Aspen Funds Management. My brief also entails promoting the Aspen brand, and developing new business amongst Advisers in the Financial Planning Industry in Australia.I have been with Aspen Group since December 2010, and have over 20 years experience in.
Brisbane, Qld
- Responsible for successfully growing NAB Capital's (later known as Wholesale Banking) presence in the Qld Adviser market from almost zero to a strong client support base.- Wholesale Banking focused on providing quality Investment solutions in Alternate Asset Classes to Financial Planners and their sophisticated clients.- Part of National Sales Team which.
Brisbane, Qld
- New Business Development Role, focused on the Financial Adviser Market external to St George Group Licencees- Successful Migration of several Financial Planning Practices which moved their Investment Platform Business to Asgard.- Facilitated many training sessions of Asgard Product and web interface 'AdviserNET' to Advisers and their support staff
Sydney, Australia
- New Business Development role focused on the Financial Adviser Market external to NAB / MLC Licencees- Hit stretch Sales targets in first year. - Majority focus was Life Insurance sales, and minor component included Investment Platform and Debt Sales (Margin Lending & Mortgages).
Sydney, Australia
- Sales / Relationship Management Role servicing many of Citibank's Australian High Net Worth clients based locally and Overseas- Regularly outperformed Monthly Sales Targets- Measured for Sales across Term Deposits, CMAs, Foreign Currency Accounts and Credit Cards- Part of Project Team that successfully launched a new Online Cash Management Account Product
Sydney, Australia
- Variety of Telephone Based roles in BT Funds Management's Multi Award Winning Call Centre- Roles included both inbound service related for Investor and Adviser queries on BT's Managed Funds, to outbound Telesales roles focusing on BT's HNW Direct Investor Channel.
Other employees you can reach at latrobefinancial.com.au. View company contacts for 296 employees →
Liz Conde
Colleague at La Trobe FinancialGreater Melbourne Area, Australia
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Bob Layh
Colleague at La Trobe FinancialGreater Melbourne Area, Australia
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Kyle Redublo
Colleague at La Trobe FinancialMelbourne, Victoria, Australia, Australia
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Richard James
Colleague at La Trobe FinancialGreater Melbourne Area, Australia
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Priyanka Saha
Colleague at La Trobe FinancialMelbourne, Victoria, Australia, Australia
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Domenic Ioffrida
Colleague at La Trobe FinancialAustralia, Australia
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Carmen De Domenico
Colleague at La Trobe FinancialAustralia, Australia
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Amelia Schoenfeld
Colleague at La Trobe FinancialMelbourne, Victoria, Australia, Australia
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Ben Roberts
Colleague at La Trobe FinancialVictoria, Australia, Australia
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Nisha Pereira
Colleague at La Trobe FinancialGreater Melbourne Area, Australia
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Quick answers generated from the profile data available on this page.
Andrew Evans works for La Trobe Financial.
Andrew Evans is listed as ★ Senior Manager - Client Partnerships at La Trobe Financial ★ High performing BDM adding value beyond product at La Trobe Financial.
Andrew Evans is based in Greater Brisbane Area, Australia, Australia while working with La Trobe Financial.
Andrew Evans has worked for La Trobe Financial, Bdm Connect, Aspen Group Limited, National Australia Bank, and Asgard Wealth Solutions.
Andrew Evans's colleagues at La Trobe Financial include Liz Conde, Bob Layh, Kyle Redublo, Richard James, and Priyanka Saha.
You can use AeroLeads to view verified contact signals for Andrew Evans at La Trobe Financial, including work email, phone, and LinkedIn data when available.
Andrew Evans holds Diploma Of Financial Services (Financial Markets) from Australian Financial Markets Association (Afma).
Andrew Evans is listed with skills including New Business Development, Practice Development, Sales, Managed Funds, Property, Alternative Investments, Key Account Management, and Financial Services.
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