First Financial chooses BT Select

SMSF financial planners joint venture BT

27 February 2014
| By Staff |
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BT Select has tucked another financial planning firm under its service delivery umbrella - Melbourne-based business First Financial. 

First Financial, which is a 50/50 joint venture with major accounting firm Crowe Horwath, opted to go with BT Select following a competitive review of its business service. 

Commenting on the move by First Financial, BT Select managing director Phil Butterworth said the move reflected BT Select’s ability to attract high quality clients. 

First Financial managing director Chris White said his company’s selection of BT Select had reflected its capacity to transition practices along with its back-office efficiency. 

“I have confidence that BT Select has the knowledge, experience and ability to help us transition efficiently,” White said. “Longer term, BT Select’s focus on growth aligns with our strategic plans.” 

First Financial was formerly the financial services division of Crowe Horwath. It has 60 staff, including 17 financial planners, four lending and finance advisers, and a self-managed superannuation fund administration team. It has approximately $1.1 billion in funds under advice. 

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