Sentry Group CEO and Chairman Murray Hills has announced the appointment of Karen Brown to the newly created position of Head of Wealth Solutions. In this new role, Karen will be responsible for strategic advice in the application of wealth management strategies, products and services to maximise benefits for investor and superannuation clients of the national licensee’s financial advisers.

Commenting further on the role, Murray Hills said it involves B2B, one-on-one consulting with the group’s practices and advisers across Australia. “Karen’s role will involve coaching and training advisers in portfolio structures and construction, in-depth product comparisons, asset allocation and investment strategies, and related products and services to address the needs of their clients.”

Sentry constantly surveys its advisers to ensure that its products, services and processes are keeping pace with marketplace changes and their practice management, client service and professional / personal development needs. Practice management was identified as a priority in the most recent survey with a focus on integrated wealth solutions as a priority. As a result, the position of Head of Wealth Solutions was established.

“Based at Sentry’s Perth Head Office, Karen will also be responsible for working closely with our advisers’ to develop and fine tune their client value propositions, practice productivity and efficiency, as well as assistance to identify and grow new business opportunities”, said Murray Hills

“In addition, Karen’s appointment is a reflection of Sentry’s commitment to our network of advisers to support them in the delivery of tailored, independent investment solutions and wealth management advisory – including the latest approaches to investment offerings”.

Karen has more than 20 years’ experience in the superannuation and financial services industry, including insurance, corporate superannuation, self-managed superannuation, administration platforms and funds management. Prior to joining Sentry, Karen was State Manager for Grant Samuel Funds Management and has also been a State Manager for Challenger Limited.

Karen holds a Diploma of Superannuation Management, Macquarie University, Bachelor of Commerce, UWA, and a Bachelor of Psychology, UWA.

Source: Sentry Group

Join the discussion