Fund People as at 22 May 2018

New Appointments
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Rest Super appoints senior analyst
Rest Super has appointed Steven Green as senior analyst, after William Riggall resigned to join Copia Investment Partners. Green was most recently investment analyst at Concise Asset Management. 

Perpetual appoints new CEO
Perpetual has appointed a new chief executive, Rob Adams, who joins the financial services company from Janus Henderson as of September. Adams is currently head of Pan-Asia at Janus Henderson, a role the firm is actively seeking candidates for. 

CBA announces acting CFO
The Commonwealth Bank (CBA) has appointed an acting chief executive officer after Rob Jesudason resigned to pursue a role at a Hong Kong-based company. 

PIMCO and Allianz seeking 50 new hires
A new Australian retirement income business being set up by Allianz and PIMCO requires 50 new hires in distribution, technology, actuarial, legal, operations, compliance, marketing and customer experience for the Sydney office. The new business, Allianz Retire+, is backed by PIMCO, taking over two years of research and development to bring to fruition, being the first time PIMCO and Allianz have created a joint venture. PIMCO's current head of Australia and New Zealand will fill the chief executive role temporarily. 

FinTech Australia appoints new CEO
Former Uber policy head, Brad Kitschke, is joining FinTech Australia as chief executive. 

New Shadow Minister for Financial Services
Labor has appointed Chris Bowen as Acting Shadow Minister for Small Business and Financial Services after Senator Katy Gallagher resigned. Gallagher resigned due to being ineligible to stand for election due to (at the time) British citizenship. 

Westpac appoints new group executive of customer and corporate relations
Carolyn McCann, former Westpac general manager of corporate affairs and sustainability, has been appointed as group executive of customer and corporate relations. Westpac has admitted to being too slow to resolve customer issues, with the hire being a step towards being more efficient at resolving complaints and incidents. 

Departures
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First State Super retiring
Michael Dwyer, First State Super chief executive, is retiring at the end of 2018 after 14 years at the superannuation fund. In 2008, Dwyer entered the SelectingSuper Hall of Fame as the Industry Service Award winner. 

JP Morgan NZ resigns
Mark Lawrence, JP Morgan's chief executive, has resigned after nine years at the company. 

Blue Sky director resigns
Non-executive director at Blue Sky, Michael Gordon, is resigning for health reasons. The board is getting an overhaul too, with all executive directors being replaced as part of a restructure. 

Awards
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Young Leaders in Finance Award finalists announced. 
The finalists of the Young Leaders in Finance Award have been announced. 

Accountant of the Year

• Jack Thiel, Altitude Advisory
• Jason Robinson, RBK Advisory
• Jason Miller, Crowe Horwath (owned by Findex)
• Lauren Whelan, HLB Mann Judd Sydney
• Michael Kerwin, Hoffman Kelly
• Mitchell Moroney, Moroney & Associates
• Pravin Kandeepan, Trustee Partners
• Ricky Wilson, Benchmarc Group
• Sarah Walsh, The Bennett Group
• Tom Roberts, HLB Mann Judd Sydney

Auditor of the Year

• Alastair Abbott, Australian Audit
• Alex Hardy, Prosperity Advisers Group
• Andrya McKinlay, J.A.M. Advisory
• Jessica Hermann, SRJ Walker Wayland
• Richard Ball, Nexia Sydney

Bookkeeper of the Year

• Kathleen Piachaud, Carbon Group
• Lauren Hart, Alderton Financial
• Manesh Bhudia, Alderton Financial
• May Ho, Wisr
• Samuel Burmeister, Tall Books

CEO of the Year

• Caleb Dozzi, dozzi Financial Advice
• Glen Hare, Fox & Hare Wealth
• Jack O'Reilly, funding.com.au
• Jason Andrew, SmartBooks Online
• Joel Robbie, Nod
• Katie Bryan, Propeller Advisory
• Ricky Wilson, Benchmarc Group
• Theo Chambers, Shore Financial
• Tom Caesar, Positive Group Australia Pty Ltd

Director of the Year

• Alex Veljancevski, Eventus Financial
• Caleb Dozzi, dozzi Financial Advice
• Dylan Salotti, Divitis Finance and Mortgage Broking
• Eric Nicol, Quill Group
• Glen Hare, Fox & Hare Wealth
• Katie Bryan, Propeller Advisory
• Kon Paraskevas, MP Tax & Business Solutions
• Michael Kerwin, Hoffman Kelly
• Ricky Wilson, Benchmarc Group
• Sam Robinson, Pursue Wealth

Entrepreneur of the Year

• Alex Veljancevski, Eventus Financial
• Christian Martinez, The Financial Fox
• Glen Hare, Fox & Hare Wealth
• Jack O'Reilly, funding.com.au
• Jackson Millan, Aureus Financial
• Joel Robbie, Nod
• Justin Ishac, Auswide Credit and Finance Pty Ltd
• Katie Bryan, Propeller Advisory
• Mitchell Moroney, Moroney & Associates
• Theo Chambers, Shore Financial

Finance Broker of the Year

• Alex Veljancevski, Eventus Financial
• Damian Pisano, Central Mortgage
• Daniel Berti, Berti Financial
• George Dick, GMD Finance
• Lee Sha Chan, Finance Detective
• Marshall Condon, Neue Black
• Matthew Ford, Finestream Capital
• Redom Syed, Confidence Finance
• Shane Petros, Australian Finance Hub Pty Ltd
• Zhiyu Fang, JKK Solutions Pty Ltd

Financial Adviser of the Year

• Adam Kerr, Positive Wealth Management Pty Ltd
• Ashley Woods, Woods & Partners
• Elle Ross, Equitem
• Hamish Clark, Choice Capital
• Jessica Brady, Fox & Hare Financial Advice
• Matthew Reece, Entrust Private Wealth Management
• Ray Jaramis, Treysta Wealth Management
• Regan Isaac, Announcer Financial Planning
• Rhys Phillips, Strategy First Financial Planning
• Samantha Albiez, Bravium

Fintech Leader of the Year

• Chaz Prezident, Crowdfunding.com.au Pty Ltd
• Jack O'Reilly, funding.com.au
• Jeremy Johnston, myprosperity Pty Ltd
• Matt Jones, Whaley Australia
• Tom Caesar, Positive Group
• Vitalii Symon, NowInfinity Pty Ltd

Innovator of the Year

• Elle Ross, Equitem
• Eric Nicol, Quill Group
• Jack Punch, FP Capital
• Jack O'Reilly, funding.com.au
• Nathan Smith, Power Tynan
• Roland Youakim, Platinum People Group
• Sadish Visvalingam, Premier Financial Advisors
• Shae Drozd, TAG Financial Group
• Vincent Ting, Financial Choice Pty Ltd

Investment Business Development Leader of the Year

• Charlie Wapshott, Walsh & Company Asset Management
• Gemma Weeks, ETF Securities
• Mena Boles, JANA

Investment Manager of the Year

• Sabil Chowdhury, Macquarie Wealth Management
• Thomas Lambert, Knightsbridge Wealth Management

Legal Counsel of the Year

• Christina Venardos, Gadens Lawyers
• Daniel Houghton, K&L Gates
• Darsha Kumar, King & Wood Mallesons
• Shivagar Sivashanmuganathan, Herbert Smith Freehills
• Sunny Jong, Allens

Lending Business Development Leader of the Year

• Belinda Gray, Bluestone Mortgages
• Brent Spanhel, National Australia Bank
• Chris Burke, National Australia Bank
• Daniel Connell, Liberty Financial
• Daniel Hereward, ANZ Banking Group Ltd
• James Cerolini, My Local Broker
• Jamie Brill, National Australia Bank
• Jamie Taylor, Suncorp Bank
• Jordan Mutton, Positive Lending Solutions
• Nik Thurgood, Suncorp Bank

Marketing Professional (Agency) of the Year

• Harry Brownbill, PHD Media
• Lana Thomas, Space Digital
• Ryan Ambrose, PHD Media

Marketing Professional (In-house) of the Year

• Anna Smallfield, Announcer Group
• Bryony Chandler, Resolve Finance
• Chantelle Doulis, Entourage Finance
• Chris Byrne, Finsure Finance & Insurance
• Claire Briggs, Carbon Group
• Fabian Anastasio, CommInsure
• Fabio Dos Reis, Intello
• Haylee Platt, The Local Loan Company
• Marie Papas, Neue Black
• Sabrina Cortez, Mortgage & Finance Association of Australia (MFAA)

Mortgage Broker of the Year

• Alex Veljancevski, Eventus Financial

• Ashleigh Patterson, Momentum Wealth Finance

• Belinda Caesar, Buyers Choice
• Jordan Beh, Insight property finance Pty Ltd
• Natasha Choi, The Australian Lending & Investment Centre
• Redom Syed, Confidence Finance
• Thaer Burbar, GreenLine Financial Services Group
• Thomas Tang, Ausun Finance
• Tristan Cleggett, Announcer Group
• Vincent Moore, Entourage Finance Pty Ltd

Principal of the Year

• Alastair Abbott, Australian Audit Pty Ltd
• Caleb Dozzi, dozzi Financial Advice
• Jack O'Reilly, funding.com.au
• James Ross, Flint Accounting + Business Services
• Joel Robbie, Nod
• Katie Bryan, Propeller Advisory
• Michael Kerwin, Hoffman Kelly
• Sam Robinson, Pursue Wealth

Public Relations/Communications Professional of the Year

• Bryony Chandler, Resolve Finance
• Jemima Joseph, RARE Infrastructure
• Lauren Guymer, Power Tynan
• Madeleine Dart, outsource financial
• Megan Moore, FTI Consulting
• Sabrina Cortez, Mortgage & Finance Association of Australia (MFAA)
• Sophie Walsh, finder.com.au

Regional Professional of the Year

• Harley Radovan, Focused on Finance
• Jace Cordell, Mortgage Choice Newcastle and Lake Macquarie
• James Ross, Flint Accounting + Business Services
• Jason Miller, Crowe Horwath (owned by Findex)
• Kirryn Hardy, TJC Accounting
• Nicole Harman, Mortgage Choice Bendigo & Macedon Ranges
• Rose Hodgins, PWM
• Stephan Marohn, Mortgage Choice The Entrance

SMSF Adviser of the Year

• Brett Jackson, Lantana Private Wealth Pty Ltd
• Darren Chinnappa, Nexia Sydney
• Thomas Daykin, Anne Street Partners Financial Services Pty Ltd
• Troy Armstrong, Escala Partners
• Vincent Ting, Financial Choice Pty Ltd

Thought Leader of the Year

• Caleb Dozzi, dozzi Financial Advice
• Donna Nicklin, Ignition Wealth
• Dylan Salotti, Divitis Finance
• Jack O'Reilly, funding.com.au
• Jackson Millan, Aureus Financial/The Wealth Mentor
• Mowen Lee, Victorian Managed Insurance Authority
• Ray Jaramis, XY Adviser and Treysta Wealth
• Sam Robinson, Pursue Wealth
• Trent McLaren, Practice Ignition
• Yianni Tsathas, Nexia Sydney

GROUP AWARDS

Education & Training Program of the Year

•  The Outperformer
• Power Tynan
• Shore Financial
• Graduate Program of the Year
• AMP Services Limited
• Power Tynan
• My Mortgage Freedom

Recruiter of the Year

• Profusion Group
• Platinum People Group
• Zak Wilford