Joey Mccann Email & Phone Number

Australia

Pinnacle is a leading Australian-based multi-affiliate investment management firm, with a mission to establish, grow and support a diverse stable of world-class investment management firms.Pinnacle’s philosophy is to provide specialist investment managers with superior distribution, fund infrastructure and support services to enable them to focus on delivering investment excellence to their clients. Their 15 affiliated managers operate autonomously, in line with the philosophy that ‘supported independence’ is an essential ingredient in sustaining investment excellence and business resilience over the long term.

Sydney, New South Wales, Australia

Padua offers financial technology and outsourced paraplanning and transition management solutions to financial advice businesses, licensees, superannuation platforms and investment management companies.

Australia

Count is a majority-owned subsidiary of CountPlus Limited, an ASX listed company. Count is one of Australia’s largest networks of accountant based professional financial advisers and have been servicing clients for 40 years. They have a national network of advisers located all over Australia.

Sydney, Australia

Count is a majority-owned subsidiary of CountPlus Limited, an ASX listed company. Count is one of Australia’s largest networks of accountant based professional financial advisers and have been servicing clients for 40 years. They have a national network of advisers located all over Australia.

Level 11, 309 George Street, Sydney Nsw 2000

Total Financial Solutions (TFS) is one of Australia’s foremost Dealer Groups and a wholly owned subsidiary of Countplus Limited, a publicly listed company on the ASX (ASX:CUP).

Level 36, Australia Square, 264 George Street, Sydney

Ibbotson Associates is a leading provider of asset allocation, portfolio construction and investment research services with over 35 years’ experience in the United States, Australia and other international markets.Ibbotson Associates leverages its in-depth research to deliver innovative investment solutions, help investors reach their financial goals, and provide independent investment thought leadership. Ibbotson Associates is a Morningstar company and is a unit of Morningstar’s investment management division.Currently responsible for developing and managing key client relationships. Seconded to Total Financial Solutions to manage the roll-out of their Separately Managed Account initiative.

14/111 Elizabeth Street, Sydney Nsw 2000

Responsible for building strong relationships with new clients at the dealer group level for approval and support of Midwinter’s financial advice software, and then at the adviser practice level.Educating, training and converting dealer group head office staff, financial advisers, paraplanners and support staff on the advantages of using Midwinter software, and working with them on implementing Midwinter into their business;

14/111 Elizabeth Street, Sydney Nsw 2000

• Producing statement of advice documentation for large financial institutions including Commonwealth Financial Planning, Citibank; and a number of mid-tier Dealer groups; • Developed strong relationships with the key account contacts within the advice divisions of our major clients; • Completed high volume complex product replacement and strategy advice full SOA documentation

Bachelor’S Degree, Bachelor Or Commerce

Advanced Diploma Of Financial Planning, Financial Planning And Services

Diploma Of Financial Planning, Financial Planning And Services