Milliman appoints Director, Adviser Services

Global actuarial firm, Milliman, has announced the appointment of Andrew Whelan to the position of director, adviser services, effective March 2018.

In this newly-created role, Whelan will spearhead the development and management of retail and wholesale partnerships nationally, with a key focus on financial advisers and their dealer groups.

Whelan joins Milliman from CCUBE Integrated Wealth where he held the position of general manager, sales and marketing, responsible for all business through the adviser channel. Prior to this, he worked at Morningstar Australasia where he held the roles of head of adviser solutions & head of deal desk.

Commenting on his appointment, principal of Milliman Australia, Wade Matterson, said: "We are delighted to have secured Andrew for this exciting new role. Andrew's understanding of the financial advice landscape in Australia is unrivalled, and his vast experience and success in previous roles positions him perfectly to expand Milliman's services."

Whelan added: "Milliman's offering to Australian advisers is truly compelling. Milliman is at the forefront of a number of the emerging trends shaping the financial advice industry, including the development and implementation of Goals Based Advice tools and frameworks, investment solutions to help manage sequencing and longevity risk, and detailed research on the behavior of retirees."