Zenith Investment Partners has appointed Kyla Agustin as its new business development manager (BDM) for Victoria and Tasmania. Ms Agustin will be based in Melbourne and report to national head of sales - advice, funds management and technology partners, Glenn Boyes.
Ms Agustin joins Zenith from Zurich and OnePath Insurance, where she was a BDM from 2019 to 2023. Before that, she was a commercial financial planner with ANZ Financial Planning for more than five years, a senior adviser with Perpetual and a financial adviser with JBWere.
Mr Boyes said Ms Agustin brings strong technical skills and a proven track record of client relationship management to the position.
“Kyla’s appointment fills an important role in the business as Zenith seeks to focus on its core service offering in Victoria and Tasmania, including its growing range of managed account solutions.
“She is an accomplished financial planning and advice professional with over 18 years of experience. Kyla has demonstrated skills in identifying new business opportunities, developing new business strategies, and supporting clients to achieve their business’ objectives.
“Her experience as a BDM and a financial planner will assist her to foster long-term relationships with clients, and further extend the reach of Zenith’s core service offering.”
Ms Agustin commenced with Zenith in June. She is FASEA certified and holds a graduate diploma of financial planning from Kaplan Professional. She also holds a bachelor of commerce and bachelor of arts from Deakin University.