Australian Retirement Trust (ART), one of Australia’s largest superannuation funds, has expanded its Advice, Guidance and Education team with a new structure to deliver on the Fund’s strategy of an advice-led retirement for its more than 2.3 million members.
As part of the changes, two new leadership roles have been created – Head of Advice and Education Delivery and Head of Practice Management – and the Group’s education teams from across the business have been brought together to deliver a unified advice and education strategy for all members, employers, advisers and unions.
Erick Cordero has been appointed to the role of Head of Advice and Education Delivery and Evan Poole has been appointed to the role of Head of Practice Management.
“Driving an advice-led retirement for all our members is a key element of Australian Retirement Trust’s strategy, and so we’ve made changes to reflect the importance of this role by aligning our three core capabilities in this space – external financial adviser partnerships, advice and education delivery, and practice management,” said Ms Fuchs.
“Combined, Erick and Evan bring an incredible 45 years’ expertise in financial services and superannuation to these roles. Their appointments represent the final piece of the puzzle to establish Australian Retirement Trusts’ Advice, Guidance and Education function, and I’m so thrilled we’ve been able to make these appointments internally.
“At Australian Retirement Trust, we believe wholeheartedly in an advice-led retirement. We want to help as many Australians as we can with advice on their simple retirement needs, so we can build awareness of the value of advice and encourage more Australians to seek it out so they can retire well with confidence.
“The new team structure also goes in hand with strengthening our commitment to collaborating with external advisers. We are proud of this engagement, especially as many of our members need complex advice on retirement, and these advisers help us deliver it.”
Erick Cordero has been with the fund since 2019 and commenced as of Head of Advice and Education Delivery from late April 2024. Most recently, he worked in the role of Head of Government and Stakeholder Relationships within ART’s Commercial division. In 2023, Erick joined the Boards of Sunsuper Financial Services and QInvest Limited and prior to this, was the Head of Employers & Business Development for QSuper Group.
Erick has worked in financial services and superannuation for over 25 years, holding senior leadership roles in funds such as Rest, Media Super and ING.
Evan Poole has been with the Group since 2008 and, prior to commencing his new role as Head of Practice Management last month, he worked as Senior Manager Advice Best Practice. Evan has more than 20 years' experience in financial advice, is a Certified Financial Planner and holds a Diploma of Superannuation Management from Macquarie University.