Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.

East coast mid-tier launches new service line

HLB Mann Judd’s Sydney office has appointed one of its long-standing executives to launch a new service line in its wealth management division.

Appointments Katarina Taurian 30 January 2018
— 1 minute read

The mid-tier made the launch of HLB Insurance Services official this week. The new business has been formed through a joint venture with MBS Insurance, an insurer which focuses on personal and business risk.


Andrew Kennedy, who was a practice manager in the mid-tier’s wealth division for about 10 years, will be leading the new service line.

HLB Insurance will focus on personal risk for individuals, SMSFs and business clients.

HLB Mann Judd wealth management partner, Jonathan Philpot — who was also driving the new setup — said the firm is reacting to a growing gap in the market and complexities resulting from legislative change.

“The level of change in the personal insurance market means that insurance is no longer a ‘set-and-forget’ part of client’s financial plan. Professional management and reviews of client portfolios are vital to ensure their needs and objectives are adequately covered by the strategies that have been put in place,” he said.

This email address is being protected from spambots. You need JavaScript enabled to view it. 

East coast mid-tier launches new service line
image intro
accountantsdaily logo


Are you thinking of expanding your offering into SMSFs to grow your client base? Become a pro at SMSF fundamentals and make your clients bulletproof with the SMSF Foundations course. Learn directly from Aaron Dunn from Smarter SMSF as he deep-dives into the fundamentals you need to know to successfully undertake your work as an SMSF practitioner. Earn up to 21 CPD hours! Learn more