Big WA fund introduces financial planning
Big Western Australian public sector superannuation fund GESB has introduced a financial planning service for its members, to be headed by former Mercer Human Resources Consulting executive Michael Heffernan.
GESB chief executive Michele Dolin said more than 90 per cent of members had indicated they would like to see financial advisory services offered by the fund and, as a member-driven organisation, GESB was pleased to be able to meet the request.
The GESB financial planning offering will be made available on a fee for service basis.
AUTHOR
Mike Taylor
Recommended for you
Rising advice fees has prompted Radar Results to increase its price guide to a minimum of $3,000 per client to reflect the changing shape of the adviser landscape.
Investment consultancy Ascalon Capital has appointed a new partner, who joins from 20 years at Zenith Investment Partners, as well as a new chief executive amid a “bold new chapter” for the firm.
Despite the perception that short-term market events shouldn’t affect portfolio decisions, Praemium research finds 60 per cent of advisers have made portfolio changes in response to US President Donald Trump’s decisions.
International advice group Findex has appointed a senior individual to spearhead its M&A and growth operations across Australia and New Zealand, seeking to make the brand a household name.
