Financial artists arrive in Tasmania

fee-for-service/amp/

Two of Tasmania’s best-regarded financial services firms have merged to form a new fee-for-service business, Aequis.

Doug Davey and Rod Scurrah of Davey & Scurrah and Ian Ritchie of Ritchie & Associates have spent the past 18-months developing the business model for Aequis, which will be officially launched in Hobart today. The three have worked together for the past 20 years.

Scurrah said that operating as a true fee-for-service business will enable Aequis advisers to focus on tailoring advice to meet clients’ individual needs.

“Our philosophy is to provide high-quality financial advice addressing all of our clients’ needs, working with them and maintaining a productive relationship through every stage of their lives.”

Scurrah said Aequis’ artistic branding, which incorporates themes of nature, is designed to reflect the firm’s dedication to perfecting “the art of advice”.

Aequis opens its doors to clients on Monday May 5 at its new premises in Hobart’s Rosny Park.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 2 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 6 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo