Olivia Long has been appointed at Prime Financial Group as managing director of strategy and operations for wealth management and superannuation.
This follows Ms Long’s departure from her role as chief executive of SMSF administration firm SuperGuardian and its associated entities PortfolioGuardian and Xpress Super in April this year.
Prime Financial is a national firm with offices in Victoria, New South Wales, Queensland and Western Australia, and over 30 wealth management joint ventures with accounting firms.
The firm offers a range SMSF services, including fund establishment, administration, trust deed review and asset management.
Commenting on her new position in a LinkedIn post, Ms Long said she was excited to be combining her experience in wealth management, stockbroking and SMSF in the new role and “working with an innovative, dynamic and rapidly expanding firm”.
Ms Long previously worked at stockbroking firm Ord Minnett before working in the SMSF sector.
How exciting! Can’t wait to see what she does next.
wow