Victorian advice firm rebrands with new operating model
Dirigere Advisory, a boutique financial advice licensee, has relaunched as Intelligent Planning as the firm expands to better meet its advisers’ needs.
Dirigere Advisory is a Victoria-based advice firm which operates under the Dirigere Australian financial services licence (AFSL).
According to the business, its relaunch under the name Intelligent Planning was effective from 15 January.
Phil Osborne, Intelligent Planning’s managing director, said: “We saw a widening gap in the financial planning landscape between what today’s professional financial adviser community really wants from a licensee and what the market currently delivers. Intelligent Planning is designed to help fill that gap.”
The decision to relaunch followed on from discussions with other advice practices under its licensee, which includes Sydney-based business Beta Advice, Canberra-based Hayes & Co and Perth group NOR Financial.
Osborne continued: “Key elements [of the relaunch] include a flat licence pricing model, the ability for advisers to speak directly with an internal industry expert on a peer-to-peer basis and a culture of community.”
In addition to Osborne, Damian Grimes, a former financial adviser at Rothschild UK, is another founding member and the firm’s chief investment officer. Matthew Wallis, former Synchron state manager and adviser at Beta Advice, also joins as the business’s advice distribution manager.
All founding members will have equal shares in Intelligent Planning, as the firm looks to offer a further equal share amongst its first wave of founding advisers.
“We are offering our first advisers a degree of ownership in Intelligent Planning and therefore guaranteeing we hear their voices about how we operate,” Osborne added.
“What we have in the excellent practices we have on board, and what we are continuing to look for, is good-quality, forward-thinking businesses which have room to grow.”
The advice practice will also be part of Intelligent Money Partnership, an integrated financial services offer, which is currently in development.
AUTHOR
Jasmine Siljic
Recommended for you
Advisers could find themselves unable to receive the fair market price of their advice as the Delivering Better Financial Outcomes legislation states superannuation trustees can reject deductions that are not charged on a cost basis.
Two advice professionals have shared five key takeaways as to how advisers can strengthen their communication with clients, especially at review time, in order to build deeper relationships.
The Financial Services Council has launched the Digital Advice Expert Group to support policy development around digital advice adoption and ensure greater accessibility for Australians.
MLC Asset Management’s managed account offerings have hit $2 billion in funds under management, underpinned by over half of financial advisers’ usage of the investment products.
Add new comment