Centric Wealth announces two new appointments to technical research team
May 28, 2010
Australia’s leading non-institutionally owned wealth advisory firm, Centric Wealth (Centric), today announced the appointment of Sean Fannin as Technical Research Manager, leading the firm’s technical research team and Natasha Panagis, as Technical Research Analyst.
Sean comes on board while Anne-Marie Esler, Technical Research Manager, is on maternity leave for ten months from the beginning of June and will report to Nicholas van der Ploeg, Chief Operations Officer.
The technical research team is responsible for providing Centric’s advisers and clients with insight to changing superannuation, taxation and financial planning legislation in order to help them to continue to make informed decisions.
Nicholas van der Ploeg, Chief Operations Officer, Centric Wealth said: “We are thrilled to have Sean heading our technical research team and extend the same warmest of welcomes to Natasha. They both bring an abundance of experience and knowledge to the technical research capability of Centric Wealth. We know that in Anne-Marie’s absence Sean will successfully lead the team as it continues to provide the highest standards of professional advice and a quality service for our clients and advisers.”
Sean has over 19 years experience in the financial services industry. More recently, he was the Senior Technical Manager for Ironbark Asset Management and prior to this he was Head of Technical and Strategy for Westpac Financial Planning and National Manager of Technical and Strategy, Westpac Business Advice.
Sean plays an active role in superannuation legislation development and currently sits on the Technical Committee at the Financial Planning Association of Australia (FPA). He is a member of the Kaplan Financial Planning Guide Editorial Committee and was co-author of the BT Super Book, a highly considered technical reference for financial planners.
Natasha Panagis joined Centric Wealth in January from FuturePlus Financial Services, where she was responsible for managing the paraplanning team. Prior to this she was an adviser client consultant with the Commonwealth Bank. Natasha brings over six years experience in the financial services industry.