Cashwerkz and Complii sign alliance to automate compliance process for stockbrokers and their clients placing online cash investments 2 December…
Written by Rachel Polglase Published: December 2 2019 Press Release
Term deposit innovator, Cashwerkz, has just announced a new addition to the team, Robert Hay, who brings a wealth of experience to his new role at the fintech as Head of Advised Distribution.
With over 14 years financial services experience across a diverse range of financial planning, investment research, portfolio construction, and both national and state-based distribution roles, Rob has developed an intimate knowledge of the adviser market and the specific issues and opportunities that the current economic and regulatory landscape present.
Before joining Cashwerkz Rob’s most recent role was at the BT Financial Group (part of Westpac) where he was the National Structured Investment Specialist and Western Australia State Manager across the investment / investment lending product lines.
In his new role Rob will be working closely with advisers to help simplify the term deposit investment process and educate the market on the various opportunities the asset class presents, in line with the unique and evolving requirements of the advised segment of the market.
Rob said: “I came to work for Cashwerkz looking for a new challenge. I’d heard about their reputation for great service coupled with an innovative attitude and knew the fintech would be a great fit for me. I’m really looking forward to hitting the ground running and talking to advisers about how Cashwerkz can simplify the process and better inform the decision making that underpins term deposit investing.”
Hector Ortiz, CEO of Cashwerkz, said: “We pride ourselves on our commitment to helping advice businesses provide their clients with the best possible service through streamlining the term deposit investing process, and offering more choice to best suit their client’s needs, so Rob will be a very valuable asset to the team. We are pleased to welcome him on board and wish him well in his new role.”