First Financial chooses BT Select

SMSF financial planners joint venture BT

27 February 2014
| By Staff |
image
image
expand image

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. 

Read more about:

AUTHOR

Recommended for you

 
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

 

MARKET INSIGHTS

One foot out the door

A financial planner is expected to earn between $95,000 and $120,000 per year, depending on the state. Really? I don't...

7 hours ago
JOHN GILLIES

The whole thing is a bit frightening especially the last note where notes on what might be done could result in the need...

1 day 4 hours ago
PETER JOHNSTON- AIOFP

Well done Keith and Neil, these Canberra Bureaucrats need to be stopped. ...

4 days 23 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

1 week 6 days ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

4 weeks ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

6 days 6 hours ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND