Infocus Wealth Management has pulled off a stunning coup, snaring senior executives Jeff Mitchell and Craig Meldrum from a rival dealer group. Mitchell has been appointed to the newly created position of Chief Investment Officer, while Meldrum will be Head of Technical Services for the Group.
Infocus has been riding a wave of positive momentum since company founder, Darren Steinhardt returned to an operational role as Managing Director late last year. The appointment of Mitchell and Meldrum further strengthens Infocus’ determination to be an adviser-focused dealer group of choice.
Steinhardt is understandably thrilled with the dual recruitment stating “Infocus is proud of our foundations and proud to be an adviser-focused group. With the addition of outstanding professionals the calibre of Jeff and Craig to our leadership, we strengthen that position further. Both are experts in their respective fields, but just as importantly, they have each practiced as advisers so they understand and appreciate both the opportunities and challenges that face our industry. Like us, they agree Infocus is a great place to be in the current environment”.
Jeff Mitchell is highly regarded in Investment and Research circles, joining Infocus after more than 20 years in the industry with the last 6 years at Australian Unity and previously with Standard & Poor’s Wealth Management Services. Jeff will report directly to the Managing Director and join the Infocus executive leadership team. In his role as CIO, he will bring a wealth of experience across investment, research, asset management, governance and operational considerations.
Craig Meldrum as Head of Technical Services will lead a high calibre in-house function providing advice, strategy, tools, and quality technical leadership to the significant benefit of our 160-strong national adviser network. In addition, Craig will also lead the development and implementation of our end-to-end advice process. Craig also joins the Infocus executive leadership team.
Steinhardt added, “Infocus occupies a trusted position as the primary adviser for the entire financial lives of our customers. We are confident Jeff and Craig will make a material difference to our ability to do that at the highest possible standard and in the best interests of our clients”.
“The appointment of Jeff Mitchell and Craig Meldrum to our Infocus team signals our clear intention to resource ourselves for an exciting future”.