Securitor reaches 30-year milestone
Financial planning and accounting practice licensee, Securitor, has reached its 30 year milestone in partnering with advisers and accountants, which, according to the managing director, is a testament to their first-class services.
Securitor's managing director, Mark Fisher, said that the company had partnered with hundreds of financial planning and accounting businesses over the past three decades, and that was a testament to their services.
"We're proud to have played an active role in supporting advisers to help clients achieve their personal goals, finances and wellbeing," Fisher said.
Securitor not only attracted some of Australia's most professional planning practices, but created a community of like-minded professionals who dedicated their lives to making a difference in clients' futures, Fisher said.
The organisation's 30-year milestone was set to be commemorated at the company's annual conference in Perth, which was set to unite 200 of its advice professionals from 12 October to 15 October.
Recommended for you
It can be extremely hard to realise the gains from financial advice M&A, according to Peloton Partners’ Rob Jones, and more could be gained from firms looking inward at their own practice.
With platforms reporting their quarterly results, there is a clear divide in the adviser markets they are targeting, according to platform specialist Recep Peker, and which would be right for your clients.
The Federal Court has imposed a $10 million penalty on Macquarie Bank for failing to prevent and control unauthorised fee transactions by third parties including financial advisers.
A financial advice firm has seen a weekly decline of 10 advisers, with all moving to a new licensee, while Centrepoint Alliance continues its “growth story”.
