Garrisons strikes advice deal with Qld police
Garrisons Financial Planninghas signed an exclusive three year agreement with Queensland Police Credit Union (QPCU) to provide financial planning services to its 34,000 members.
QPCU includes serving and retired members of the police, ambulance, fire brigade and state emergency service, as well as their families, in its client base.
Previously QPCU members could consult only one financial planning adviser based in Brisbane, but Garrisons managing director Kim White says the alliance will provide members with access to advice outside the metropolitan area.
QPCU general manager Fred Wilson says, “Garrisons has an excellent spread of high quality financial planners located throughout the state and this, combined with the group’s professional approach to financial planning and client service were the key factors in our decision to form an alliance with them.”
Under the agreement, Garrisons will provide a full range of wealth creation and pre and post-retirement services to members including seminars, as well as individual advice to members, through its 50 financial planners located in 22 offices throughout Queensland.
White says the alliance demonstrates the value of providing financial planning through a regional network.
“Garrisons remains committed to building this network through an active recruitment program throughout metropolitan and regional areas of Australia. We are continually looking to enhance the value-adding proposition to our alliance partners and our client base through ongoing growth and innovation in client service,” White says.
Recommended for you
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.
As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.
