I am very pleased to announce that Brett Mennie, a former sales executive at J. P. Morgan, Vanguard and Perpetual, has taken on a leadership role with Partners Wealth Group.
In his new role as General Manager- Wealth, Brett will work alongside Patrick Barry and the team in supporting, growing and developing the company's Wealth division, with a particular focus on supporting and growing our Joint Venture partners, Accountant Referral Program and our larger Accountant referral network.
Brett was most recently national sales manager at J.P. Morgan Asset Management, prior to which he spent more than six years at Vanguard developing its retail intermediary business and adviser distribution team. Brett also has business development executive experience at Perpetual, along with licensee development at AXA Charter, has trained accountants in financial planning and has worked as a financial adviser within an accounting firm.
The exit of the big banks from the wealth space represents a huge opportunity for accounting firms like yours looking to diversify their offering and provide fully integrated services to their clients via a broad Wealth services offering.
Brett is very excited to start working with you in supporting you and your business with our offering and looks forward to engaging with you over the coming months.