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Zenith hires BDM from Zurich

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By Jessica Penny
  •  
3 minute read

The investment research and portfolio solutions provider has named a new BDM for Victoria and Tasmania.

Zenith Investment Partners has appointed Kyla Agustin as its new business development manager (BDM) for Victoria and Tasmania, having commenced with the firm in June.

Ms Agustin, who will be based in Melbourne, will report to national head of sales - advice, funds management and technology partners, Glenn Boyes.

She joins Zenith from Zurich and OnePath Insurance, where she was a BDM from 2019 to 2023. Before that, she was a commercial financial planner with ANZ Financial Planning for more than five years, a senior adviser with Perpetual and a financial adviser with JBWere.

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Commenting on her appointment, Mr Boyes said that Ms Agustin brings strong technical skills and a proven track record of client relationship management to the position.

“She is an accomplished financial planning and advice professional with over 18 years of experience. Kyla has demonstrated skills in identifying new business opportunities, developing new business strategies, and supporting clients to achieve their business’ objectives.”

“Her experience as a BDM and a financial planner will assist her to foster long-term relationships with clients, and further extend the reach of Zenith’s core service offering.”

Mr Boyes added that the appointment fills an important role in the business as Zenith seeks to focus on its core service offering in Victoria and Tasmania, including its growing range of managed account solutions.

Ms Agustin is FASEA certified and holds a graduate diploma of financial planning from Kaplan Professional. She also holds a bachelor of commerce and bachelor of arts from Deakin University.

The appointment comes after Zenith announced a new business development manager for NSW and the ACT in May.

Peter Dening joined the firm on 27 April as business development manager for NSW and the ACT.

The business development roles within Zenith have undergone multiple changes over the last few months, with the promotion of Mr Boyes to head of sales and the addition of Ben Bell as business development manager for NSW and Western Australia in February.

Zenith hires BDM from Zurich

The investment research and portfolio solutions provider has named a new BDM for Victoria and Tasmania.

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