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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MICHAEL TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.
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