The FinClear Group staff updates

/The FinClear Group staff updates

The FinClear Group staff updates

The FinClear Group is excited to announce the following new additions of Allan, Nick, Colwyn and Peter to our rapidly growing team.

  • Allan McGregor – Head of Sales and Business Development

Allan joins The FinClear Group with over fourteen years’ experience in sales and team leadership. Allan has a strong passion for people and developing individuals to achieve their career goals. He brings a broad range of sales experience to The FinClear Group and will work with Tim Weaver and the sales desk to ensure all clients receive the full benefit of our broad service offering.

In his spare time, Allan loves to hike, keep fit and play football with his mates (the round ball kind…).

  • Nick Avery – Head of Equity Solutions

Nick joins The FinClear Group as our head of equity solutions and will be working primarily with Mark Ashton, Steve McLean and the FinEx Wealth team. Prior to joining The FinClear Group, Nick spent 16 ½ years at Bridges Financial Services in a variety of roles, most recently as the head of stockbroking. Nick brings a wealth of experience to the team and will drive new process developments across a range of adviser equity solutions including managed accounts, equity trading and back office systems.

In his spare time, Nick enjoys fishing, heading to the beach and spending time with family at their holiday house in Batemans Bay.

  • Colwyn Eckles – Portfolio Reviews

Colwyn joins The FinClear Group full time, after having worked in the portfolio reviews team on a part time basis over the last 12 months. Prior to joining The FinClear Group, Colwyn spent the last 18 years in the financial planning industry working in various roles ranging from technical advice to client facing roles. He has worked in boutique practices across various licensees and institutional businesses including Mercer wealth solutions and ANZ business banking. Colwyn is RG146 compliant and holds accreditation in SMSF and margin lending. He also holds a master’s degree in financial planning and has completed the Certified Financial Planner (CFP) program.

In his spare time, Colwyn is an avid footballer, whether it be playing, coaching, watching or volunteering at his local club where he serves on the committee.

  • Peter Martin – Equity Finance Trader

Peter joins The FinClear Group in the equity finance team. Prior to joining The FinClear Group, Peter spent 14 years as head of agency securities lending trading for State Street in Sydney, covering both equity and fixed income. Peter has over 23 years’ experience in financial markets globally covering securities lending, asset/liability management, fixed income lending, collateral management and custody, with a strong corporate actions background making risk management and mitigation a major focus. Peter has held the role of chairman and most recently treasurer of the Australian Securities Lending Association (ASLA).

In his spare time when he is not out on the water, you are likely to find Peter on the football pitch or preparing for climbing mountains.

We welcome Allan, Nick, Colwyn and Peter to The FinClear Group team as the business continues to expand and reach new milestones in 2019.

We would also like to take this time to announce the departure of Sarah Filmore, who has decided to move on from the business to pursue external opportunities. We wish Sarah all the best in her future endeavours.

2019-01-23T14:47:12+00:00January 23rd, 2019|