Rubik appoints sales trio for Wealth

Rubik Financial Limited (Rubik, ASX:RFL), the ASX-listed provider of financial technology and software, has recruited three industry professionals to reinforce its wealth sales and distribution capabilities.

Trent Fitzgerald has joined Rubik as National Head of Sales to increase adoption of Rubik’s wealth solutions across financial advisory and institutional wealth segments.

To deepen Rubik’s presence within the financial planning markets of Queensland and New South Wales, Rubik has appointed industry professionals Stephen Banks and Rueban Sivarajasingam as Business Development Managers. Both will report to Fitzgerald.

The three appointments are effective and working with existing sales and distribution teams

Wayne Wilson, Rubik Managing Director Wealth, said the group’s enhanced sales capability follows a period of intense acquisition activity that has significantly expanded Rubik’s wealth offering and presented new growth opportunities.

“We’ve been highly active in acquiring specific capabilities that are complimentary to our core COIN offering, and have in place a strong team to drive client integration and acquisition,” he said.

“Rubik’s solutions are constantly being enhanced with new and improved capabilities, through organic and acquired expertise, so client engagement for this is critical as we consolidate growth.

“Now that major elements of FOFA have been fully factored, planners are more free to focus on their own growth initiatives, including effective ways to save costs and improve efficiencies.

“Rubik is well placed to meet anticipated increase in demand for technologies that support front and back office best practices.”