Chan and Naylor expands into SA

3 June 2013
| By Staff |
image
image
expand image

Accounting and wealth advisory firm Chan and Naylor has expanded its distribution network into South Australia with its third joint venture (JV) partnership of 2013.

The latest partnership combines with Chan and Naylor's plans to launch a full service office in Adelaide's CBD early in the new financial year, group chief executive John Harriott said.

JV partner Appleyard and Associates is located in Murray Bridge and provides services in the areas of compliance, small businesses, trusts, SMSF, business consulting and business advisory.

"This is a further step towards Chan and Naylor's commitment to provide Australian investors and business enterprises in every major capital city with the opportunity to consider leveraging our expertise and breadth of services," Harriott said.

Apart from access to outsource IT, regulatory support and financial advisers, Appleyard and Associates will also be able to leverage Chan and Naylor's mortgage broking capability.

In April, Chan and Naylor signed a JV with accounting firms Edwards Collins Group and Burgess and Company, which collectively operate as Chan and Naylor Accountants Brisbane and C and N Audit Services.

Chan and Naylor commenced plans to expand its distribution network in March 2011. The firm now operates eight JV firms nationwide.

Read more about:

AUTHOR

 

Recommended for you

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 13 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 14 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 13 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND