Synergy appoints former Sovereign man

Synergy, the new class DIMS offer from FANZ and Consillium has appointed a business development manager to work with advisers.

Tuesday, September 29th 2015, 4:47PM 2 Comments

Aaron Bowkett, former Investment Development Manager at Sovereign, has been appointed as the new Business Development Manager for Synergy Investments. Synergy is a class DIMS offering, the result of a joint venture between Consilium and SBS Bank (FANZ).

Bowkett has a proven track record of growing third party investment advisory practices and is well connected among the investment advisory community. He was with Sovereign for eight years, and during that time he developed UK pension opportunities and assisted advisers through some of the largest industry changes we’ve ever seen.

He is a Certified Financial Planner and Authorised Financial Adviser, having previously been an adviser in Ireland and New Zealand, and this means he is uniquely qualified to assist advisers in developing their investment businesses.

Tags: DIMS FANZ

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Comments from our readers

On 3 October 2015 at 12:54 pm John Milner said:

Really good appointment for Synergy. Well done Aaron. Still can't help thinking the wheel has tried to be reinvented here with a lot of time and money, when they could have gone white label and achieved the same outcome for far less to all stakeholders. Well done anyway.

On 5 October 2015 at 3:35 pm gavin austin adviser business compliance said:

Congratulations Aaron I know the Sovereign advisers will miss your input and assistance - I am sure you'll enjoy the Consilium/FANZ set up.

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Synergy appoints former Sovereign man

Synergy, the new class DIMS offer from FANZ and Consillium has appointed a business development manager to work with advisers.

Tuesday, September 29th 2015, 4:47PM 2 Comments

Comments from our readers

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