David Heather Chief Executive Officer, Xplore Wealth Limited (at time of writing) David is a recognised specialist in the managed accounts field and has over 27 years experience in the Australian financial services industry. In 2005 David was appointed head of distribution at Aegis where he was responsible for building a portfolio business and distributing research to financial planning groups and broking firms. David joined managedaccounts.com.au as the head of distribution in March 2008 to assist advisers, financial planning groups and broking firms with the integration of managed accounts into their existing business models, and, in February 2014, was duly appointed the chief executive officer role.
DAVID HEATHER | MONDAY, 7 MAR 2016 Managed accounts are increasingly considered a mainstream investment management solution and many managed account solutions are made available using a Managed Discretionary Account (MDA) approach. Read more PAGE: 1 |
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Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.