15 August 2023
Allianz Retire+ continues growth, appointing Victorian State Manager
- Former UBS Head of Wholesale Client Coverage, Marcus Cleary appointed State Manager for Victoria
- Allianz Retire+ continues growth, appointing Victorian State Manager.
Sydney, Australia (15 August 2023) Allianz Retire+ announces new Victorian State Manager, Marcus Cleary for its wealth management team.
Marcus joins the retirement income specialists from UBS Asset Management following an eight-year tenure, where he most recently held the role of Head of Wholesale Client Coverage. Within this capacity Marcus was responsible for developing and implementing sales strategy and retention for the Australian and New Zealand Wholesale market.
With over twenty years’ experience across the wealth sector Marcus was instrumental in forging enduring connections within the advice community, both on a national scale and within boutique dealer groups. Having started his career as a financial adviser he shares a deep understanding of the advice community and what tools are required to help support clients, especially when planning for retirement.
Speaking on the appointment Allianz Australia Life Insurance CEO, Adrian Stewart said, “We are pleased to welcome Marcus to the Allianz Retire+ team to support advisers and wholesale clients in Victoria. As a business we are continually evolving to meet the needs of retirees, advisers and superfunds, Marcus’ addition is testament to this.
We are assembling a strong team of industry leaders who understand the advice model and are committed to strengthening relationships as we continue to deliver AGILE to market and other solutions into the future.”
Head of Distribution Wealth Management, Andrew Stewart said, “Marcus’ expertise and leadership will be a valuable asset to our growing team. Having experienced managers available to support advisers is critical as we continue to bring next generation retirement income solutions to the market, and we are pleased to have Marcus on board.”
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Marcus holds over two decades experience working within the advice and wealth sector. His most recent role as Head of Wholesale Client Coverage at UBS Asset Management saw him driving, developing and implementing sales strategy and retention for the Australian and New Zealand Wholesale market. Within this role over the course of eight years at the Global Asset Manager Marcus was responsible with building and maintaining existing strategies, identifying new product and markets, delivering high quality and profitable client accounts and working closely with key internal local or offshore stakeholders. Marcus began his career as a financial adviser and planner in Melbourne, he has held various Business development roles at ING, Australian Unity Funds Management, Macquarie, Charter Hall and Colonial First State. Throughout his tenure across these institutions Marcus was responsible for developing long term relationships with key advisers, national and boutique dealer groups, platforms and research to deliver sustained funds under advice and new funds flow.
Marcus holds a Diploma of Financial Planning from Deakin University.
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.
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