During his 15-year career, Mr Lavery has worked at ING, OnePath, Pinnacle Financial Services, and most recently ANZ Wealth.
KnowIT has also appointed Kieren Dell, Stuart Milne, and Tim Miller as subject matter experts who will develop subject updates for the company’s Desk Caddie software.
Mr Dell has more than three decades of experience in superannuation and financial services and is currently a partner in Praxis Partners. He has held roles with Perpetual Private Clients and Westpac Financial Services.
Mr Milne has also been in the financial services industry for more than thirty years and was a co-founder of Praxis Partners. He previously worked for Zurich Financial Services, Colonial First State and Aviva Australia.
Mr Miller is an independent SMSF trainer who began his career in the financial services industry in 1990, and worked with Cavendish Superannuation, AMP SMSF and the ATO.
KnowIT chief executive Wayne Wilson said the appointments would add more “technical and legislative knowledge, analysis and support” to the Desk Caddie service.
“Ensuring we have comprehensive, up-to-date and accessible information available to Desk Caddie users at all times is key to its ongoing success,” Mr Wilson said.
“Desk Caddie already provides practical support to more than 4000 advisers, to help develop financial planning strategies for clients, and these appointments will further add to the services we provide.”
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