Australian Wealth Solutions joins ASVW FS
Founder of Australian Wealth Solutions (AWS), Sam Zervides has announced his advice practice will join Melbourne-headquartered boutique licensee ASVW Financial Services (ASVWFS) this month.
AWS said the move which was in line with its long-term strategy to address the needs of more sophisticated clients.
Commenting on the move, Stuart Abley, chief executive officer and director at ASVWFS, said that AWS represented all the important fundamentals sought in the practices joining its national network.
“It’s for this reason that I’m focussing my energies on the future and being ahead of the curve in responding to the needs of an increasingly sophisticated and mature client – many of whom reside interstate and overseas but still demand the highest standards of personal and accessible advisory services,” Zervides said and added that changes in client expectations were irreversible and they were shaping the structure of advice businesses.
Zervides also said his first two critical priorities after joining ASVWFS would be to further improve the client experience through the utilisation of advanced technology, latest processes and innovation to improve engagement, outcomes and service.
Following this, new complementary financial and lifestyle services as well as value-add offerings were being developed to include a private wealth and finance offering, which would be provided in-house or in partnership with appropriate alliance partners.
“The AWS team are very excited about the move to ASVWFS and the prospects for the future. In particular the benefits that will be derived through the application of new technologies designed to significantly improve the client experience and connectivity; enhance/streamline administrative processes; and accelerate the delivery of additional lifestyle and financial service offerings,” Zervides said.
AUTHOR
Oksana Patron
Recommended for you
Former Sydney financial adviser, David Valvo, has been sentenced in court after pleading guilty to dishonest conduct.
Time is “rapidly running out” for a critical group of 4,100 advisers if they wish to meet the deadline for their education requirements, according to Adviser Ratings.
Viola Private Wealth’s latest hire, Angus Mann, details how he is harnessing his family office experience at Mutual Trust to help the firm meet the needs of its HNW client segment.
Bravura’s chief executive, Andrew Russell, believes the tech firm is at the “top of the tree” when it comes to digital advice, having already signed a deal with AMP.
