The financial services company announced that Jonathan Green stepped into the role on 18 November.
The appointment follows the upcoming retirement of Fiducian’s current general manager of superannuation, Ross Martin, who has held the position since 2015. Martin previously led Media Super as its CEO for nine years up until late 2012.
In the role, Green is responsible for the operation of Fiducian’s flagship superannuation offering, the Fiducian Superannuation Service.
Green brings more than 35 years of experience working in financial services. Most recently, he was the head of account management for superannuation and asset owners at NAB Asset Servicing for five years.
He also served as the general manager of investments and investment operations at NSW Treasury Corporation (TCorp), and previously held roles at AMP and BNP Paribas Securities Services. Moreover, Green has participated in the Financial Services Council’s investment board.
Similarly, Insignia Financial appointed Dave Woodall as its chief executive for superannuation in July as part of its executive leadership refresh. He joined from Australian Retirement Trust (ART) where he worked as chief commercial officer.
Fiducian specialises in platforms for investment and superannuation, funds management, financial planning and wealth management, and technology solutions for financial advisers.
Established in 1997 and listed on the ASX in 2000, its funds under management, administration and advice have grown to $13.5 billion (as at 30 June 2024).
In its results for the 2023–24 financial year, Fiducian’s statutory net profit after tax (NPAT) was $15 million, up from $12.3 million a year ago, while underlying NPAT rose from $15.1 million to $17.7 million. Revenue was $80.8 million, up from $73.3 million.
Fiducian Financial Services appointed Gurbinder Gill and Paul Blackadder as two franchisees in its advice network earlier this year. The two additions reflect the continued expansion of Fiducian’s professional adviser network and strengthen its presence in both metropolitan and regional areas across the country.
Fiducian Financial Services is one of the five divisions that operate under the broader umbrella of Fiducian Group. This also includes its portfolio services business, investment management services arm, administration services provider, and M&A distribution business.
