TPT Wealth, the trustee and wealth management business of the MyState Limited Group, has announced the appointment of two highly experienced finance industry professionals in Joe Youssef and Trev McCallum.
The appointments follow the arrival last month of industry veteran Alan Logan as General Manager of TPT Wealth and come as the company sets its sights on growing funds under management and building its client base both in Tasmania and the along the eastern seaboard of Australia.
Joe Youssef has been appointed Senior Manager, Wholesale. He brings 30 years’ experience in financial markets and the Not For Profit sector. Prior to joining TPT Wealth, Mr Youssef was Director of Money Markets at Curve Securities, and has an extensive career in equity and fixed income markets.
His previous roles include CEO at Sydney Stock Exchange, and senior roles at Bell Potter WA, Austock, Macquarie Bank, APSEC Funds and AMP. Mr Youssef has also been the Senior Manager, Strategy at CatholicCare.
A former presenter for the ASX and Australian Shareholders Association, Mr Youssef also has significant media experience with Sky, CNBC, SBS, ABC, Channel 7 and 9.
Trev McCallum joined TPT Wealth as Senior Manager Wholesale & Intermediary – Wealth, bringing over 20 years’ experience in the financial services sector in Hobart and Sydney.
Previously Mr McCallum was Financial Adviser and Director of Knox Financial, had served as practice manager and financial adviser for a Hobart firm; and had spent over 12 years at IOOF across a broad range of financial services roles, including product development, operational management, project management, and account management.
Alan Logan, General Manager TPT Wealth said, “We’re delighted to have Joe and Trev join TPT Wealth during this period of growth. Their extensive financial markets and investments experience will be a real asset to the business and will help us broaden our reach and profile among investors and for-purpose organisations such as non-government schools, aged care facilities, catholic archdiocese and not-for-profits.
“After a comprehensive re-working of products, services and processes in the last year, TPT Wealth is well-positioned to move ahead with its 2025 growth strategy”.