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 | TUESDAY, 3 NOV 2015 It wasn't that long ago that financial services was all about specialisation. Read more PAGE: 1 |
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The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury on the Delivering Better Financial Outcomes (DBFO) ...
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Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
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