29 May 2023
Allianz Retire+ bolsters distribution team with two new state managers
- Stephen Armstrong appointed State Manager for Western Australia and South Australia.
- Natalie Philips joins as NSW State Manager.
Sydney, Australia (29 May 2023) Allianz Retire+ announces two new appointments for its wealth management team following the launch of its longevity solution AGILE.
Stephen Armstrong joins the retirement income specialists in the newly created role of State Manager Western Australia and South Australia, to service the west and south coast of Australia. Prior to joining Allianz Retire+ Stephen was a Key Account Manager for AMP’s Platform business and brings nearly three decades of experience to the role.
Allianz Retire+ has also appointed Natalie Philips as NSW State Manager. Natalie joins with over thirteen years of Business Development experience most recently at Challenger.
Speaking on the appointments Allianz Australia Life Insurance CEO, Adrian Stewart said, “Both Stephen and Natalie bring valuable experience within the wealth space to the Allianz Retire+ team. They are committed to working closely with advisers to make next generation retirement solutions available for retirees.
We see huge potential across both the West and East coast of Australia, which is why we have created the new role for State Manager for WA and SA to service those regions. Stephen‘s decades of experience and deep adviser relationships across the west coast will be welcomed as we continue supporting advisers to secure greater certainty for their clients in retirement.
While Natalie’s deep sector knowledge of retirement income solutions and annuities will support the efforts in NSW to deliver solutions to advisers and their clients. Natalie has a deep understanding of the Sydney IFA and Adviser market, having cultivated strong relationships within the industry.
These new appointments continue to bolster our expertise and will elevate our support for advisers in delivering retirement income solutions to their clients.”
Echoing Mr Stewart’s remarks Head of Distribution Wealth Management, Andrew Stewart said, “We are excited to welcome Stephen and Natalie to the Allianz Retire+ team. Both are experienced professionals in their respective regions and will support in delivering AGILE and future solutions to the market.”.
P: 0449 553 990
Stephen has deep industry connections and strong advice expertise. With over thirty years of financial services experience in the wealth management space he has held key Licensee and Business Development roles at CBA, AXA and AMP. Stephen has diverse experience across dealership management, financial advice and product roles which has enabled him to understand the advice industry from a multiple of perspectives to deliver the best solutions. Stephen’s most recent position was Key Account Manager for AMP’s Platform business. Prior to his 9 years at AMP, he was the regional manager of Elders Financial Planning responsible for practice management, network development, and recruitment of new advisers to the EFP Network.
Natalie is a highly accomplished and results-driven professional, with over thirteen years’ experience working within financial services. Prior to her role with Allianz Retire+ Natalie was Senior Business Development Manager for Challenger Ltd Australia. Natalie has a deep understanding of the Sydney IFA and Adviser market, which has been instrumental in driving business growth and fostering long-term partnerships. Natalie's background in Financial Planning has provided valuable insights into the day-to-day processing of client investments and the dynamics of the advice industry. Natalie’s strategic mindset and strong sales acumen has enabled her to identify and capitalise on opportunities, driving revenue growth and market penetration.
About Allianz Retire+
Allianz Retire+ delivers the next generation of retirement income solutions to the Australian market. Our financial product solutions are designed to simplify the complex financial and emotional challenges that can confront people who are heading into retirement. Allianz Retire+ is a world-first Australian venture combining the scale and expertise of international insurance provider Allianz and global investment expert PIMCO.
This material is issued by Allianz Australia Life Insurance Limited, ABN 27 076 033 782, AFSL 296559. Allianz Retire+ is a registered business name of Allianz Australia Life Insurance Limited. This material has been prepared by Allianz Retire+ for general information purposes only. It is not comprehensive or intended to give financial product advice. Any general advice provided in this material does not take into account your objectives, financial situation or needs. Before acting on anything contained in this material, you should speak to your financial adviser and consider the appropriateness of the information received, having regard to your objectives, financial situation or needs. Allianz Australia Life Insurance Limited is the issuer of Future Safe. Prior to making an investment decision, investors should consider the relevant Product Disclosure Statement (PDS) which is available on our website (www.allianzretireplus.com.au). No person should rely on the content of this material or act on the basis of anything stated herein. Allianz Retire+ and its related entities, agents or employees do not accept any liability for any loss arising whether directly or indirectly from any use of this material. PIMCO provides investment management and other support services to Allianz Retire+ but is not responsible for the performance of any Allianz Retire+ product, or any other product or service promoted or supplied by Allianz. Use of the POWERED BY PIMCO trademark, or any other use of the PIMCO name, is not a recommendation of any particular security, strategy or investment product.