Renato Mota
Viewpoint with John Billington

By Renato Mota

A decision of sorts, strengthening our support base and ratings from a customer perspective

Whilst Australians debate the outcome of the recent federal election we, at IOOF, continue to look for ways in which we can improve our support to you and your businesses.

As part of this commitment, we have recently announced two new senior appointments to our Sales team. Reporting to Alex Tullio, Rory Toal (Southern Regional Manager) and Leah Waldie (Northern Regional Manager) provide the team with added depth of experience in financial markets and helping advisers maximise the potential of their businesses.

In addition, we are about to relaunch our adviser support services following feedback from many of you including those that participated in the recent focus groups conducted by Wealth Insights. Thank you to all those advisers who have provided valuable time and input.

We look forward to sharing both the outcomes of the research and our new premium service program in the coming months.

We are also delighted to announce that our Pursuit platform last month achieved another award from a well known independent financial research company, CANSTAR CANNEX.

CANSTAR CANNEX has rated Pursuit Select Personal Superannuation the highest rating of 5 stars in the pre-retiree category in their recent inaugural superannuation star ratings report. Pursuit was one of three retail funds in the country to be awarded the 5 star rating and we hope that this type of rating helps you to provide comfort and certainty to your clients when promoting the IOOF and the Pursuit platform. IOOF are also pleased that another of its platforms – AustChoice – was also a recipient of the 5 star rating in the same category meaning IOOF accounted for two of the seven awards in the pre-retiree category, as judged by CANSTAR CANNEX.

CANSTAR CANNEX’s review looked at superannuation from a consumer’s perspective and analysed 70 superannuation funds and took into account a range of 80 features in their review. With groups such as CANSTAR CANNEX increasing investor’s scrutiny around superannuation offerings, it is important IOOF is able to complement and reinforce the advice value proposition to your clients.

Finally, we are continuously reviewing the relevance and quality of our communications to you such as this bi-monthly adviser email. You will notice in the coming editions that we will be adding some important and varied topics such as regular investment commentary from our Chief Investment Officer, Steve Merlicek and useful tips from the Practice Management team under Joshua Parisotto. As always, we welcome any comments or suggestions from you.

Kind regards,
Renato Mota
General Manager, Distribution