Financial Simplicity, specialist providers of portfolio rebalancing, compliance and trade allocation technology that is key to the operation of managed accounts, has appointed platform expert and Avanteos founder Jason Entwistle to it's board as a Non-Executive Director.
Having advised many platforms and then founded and been instrumental to the growth of Avanteos over the past decade, Jason brings a wealth of practical experience, industry and commercial knowledge to Financial Simplicity, who are now engaged with a number of industry platforms and brokers to provide model portfolio and managed account based solutions. Financial Simplicity is currently servicing nearly $1 billion of managed accounts.
Jason has considerable working experience with both Financial Simplicity CEO elect Mark Papendieck and founder Stuart Holdsworth who were both executives at Avanteos prior to the sale to Commonwealth Bank in 2003. Jason joins Steve Jones, Stuart and Mark on the board.