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BetaShares expands adviser services leadership

By Jessica Penny
3 minute read

The fund manager has made a senior hire and promotion to bolster its national distribution efforts.

BetaShares has announced the appointment of John Bezich to state manager for Western Australia, in addition to the promotion of Blair Modica to the role of state manager for Victoria, South Australia, and Tasmania.

In his role, Mr Bezich leads BetaShares’ distribution and client service efforts in WA and joins the company with nearly 15 years of experience in distribution roles with Netwealth, Westpac, and AMP.

Mr Modica, who has been with BetaShares for almost six years in distribution roles, will be taking on this same responsibility from his respective region that oversees Victoria, SA, and Tasmania.


Speaking on the senior hire and promotion, BetaShares head of distribution and capital markets, Peter Harper, said they reflect the high quality of its growing adviser services team.

“We’re proud to host one of the largest client services teams dedicated to assisting financial advisers in Australia. The appointment of John and promotion of Blair will ensure our well-rounded team is able to continue meeting the needs of financial advisers and maintain the highest level of client service,” Mr Harper said.

“As part of our growing team, John and Blair are both on hand as a dedicated resource for financial advisers in their respective home states. Their experiences and understanding of the benefits of ETFs will no doubt be a valuable resource for clients in those locations.

“As well as expanding our team, we are also investing in the services available to financial advisers, including a growing range of ETF-based model portfolios, separately managed accounts, and the creation of a new Practice Development offering,” Mr Harper concluded.

In other news for the fund manager this month, BetaShares launched a practice development offering aimed at helping advisers grow their business.

As part of the service, according to BetaShares, advisers can access tailored resources and tools to assist with creating an investment philosophy, practice growth, coaching clients, and portfolio construction.

At the time of the announcement, Mr Harper said that advisers can use the range of tools and resources to enhance their businesses and better serve their clients.

“With our new service, we’re aiming to further support financial advisers by sharing the knowledge and expertise we’ve built over a decade of helping Australians progress their financial goals.”