Centrepoint to help self-employed advisers
Financial advisers need support that is focussed on helping them deliver to their clients, rather than simply acting as the sales and distribution arm of an institution, Centrepoint Alliance believes.
Centrepoint's managing director, John de Zwart, said since the industry had been through a lot of turmoil, the need for quality advice was greater than ever and clients needed and demanded advice that was focussed on them and their goals.
The non-aligned financial services firm said it had launched a turnkey transition program to enable experienced advisers to develop their own advice business.
Zwart said more and more advisers saw the benefit of taking responsibility for their own future, as non-aligned professionals running their own businesses.
"We have developed an attractive turn-key transition solution that includes full compliance and technical support, best-of-breed technology solutions, business development support and attractive terms, including initial fee relief," he said.
"We can also offer flexible options in office arrangements, including utilising Centrepoint Alliance's offices in some states and our support infrastructure around the country.
"Of course, the biggest difference we offer is a cultural one. Our entire focus is on enabling professional advisers to develop themselves as practice managers and as independent business owners."
Recommended for you
Multiple industry organisations have shared their thoughts on AFCA’s proposed rules amendment, supporting the idea of firms being named publicly when they fail to comply with determinations.
Channel Capital has appointed a head of investment oversight who joins from 14 years at asset consulting firm JANA Investment Advisers.
Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters.
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
