Adam Youkhana is taking the role, with his experience including being the former general manager, Wealth at Yellow Brick Road, head of advice and wealth management at Westpac Private Bank and head of financial advice and investments at NAB Private Wealth.
Rod Bristow, CEO of Clime, said the firm is fortunate to have an executive of Mr Youkhana’s capability to lead customer-facing teams in divisions including Clime Private Wealth, Clime Super (SMSF Administration) and its online stock research business, StocksInValue.
“As the wealth management market rapidly evolves due to changing capital and regulatory requirements, Clime is uniquely positioned to be able to capitalise on those opportunities,” Mr Bristow said.
“Over a long period of time, we have built significant trust in the community as a straight-talking adviser on all things financial for our clients.
“We’re looking forward to Adam being part of our leadership team to deliver Clime’s client-centric solutions.”
Sarah Simpkins
Sarah Simpkins is a journalist at Momentum Media, reporting primarily on banking, financial services and wealth.
Prior to joining the team in 2018, Sarah worked in trade media and produced stories for a current affairs program on community radio.
You can contact her on [email protected].
