The trustee and wealth management business has expanded its senior management team.
TPT Wealth has announced the appointment of Joe Youssef as senior manager, wholesale and Trev McCallum as senior manager wholesale and intermediary – wealth.
Mr Yousseff joins TPT Wealth from Curve Securities where he was director of money markets. He has 30 years of experience in financial markets and the not-for-profit sector, including as CEO of Sydney Stock Exchange as well as senior roles at Bell Potter WA, Austock, Macquarie Bank, APSEC Funds and AMP.
He also has significant media experience as a former presenter for both the ASX and Australian Shareholders Association and experience with Sky, CNBC, SBS, ABC, Channel 7 and Channel 9.
Mr McCallum has over 20 years of experience in the financial services sector in Hobart and Sydney, including 12 years at IOOF in a range of roles that include product development, operational management, project management and account management. He was formerly financial adviser and director of Knox Financial.
“We’re delighted to have Joe and Trev join TPT Wealth during this period of growth,” said TPT Wealth general manager Alan Logan.
“Their extensive financial markets and investments experience will be a real asset to the business and will help us broaden our reach and profile among investors and for-purpose organisations such as non-government schools, aged care facilities, catholic archdiocese and not-for-profits.”
Mr Logan joined the company last month as it focuses on growing its funds under management and expanding in Tasmania and along the east coast.
“After a comprehensive reworking of products, services and processes in the last year, TPT Wealth is well positioned to move ahead with its 2025 growth strategy,” Mr Logan said.
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