Madison FG rebrands to Sargon Adviser Services
Sargon-wholly owned subsidiary Madison Financial Group has announced it will be rebranded to Sargon Adviser Services.
Madison was acquired by Sargon in April, 2018, and according to Sargon Adviser Services’ chief executive, Annick Donat, it was a significant milestone in the evolution of advice services for their clients.
The rebrand would be completed in March, 2020, the firm said.
“Since the acquisition, we have aligned and strengthened our processes, procedures and governance with Sargon, whilst continuing to meet our AFSL [Australian Financial Services Licensee] obligations,” Donat said.
“As Sargon Adviser Services, we are pleased to continue our long-term commitment to advice businesses, in addition to providing them with access to next-generation technology and infrastructure to support the governance and delivery of advice.
“As we evolve towards Sargon’s integrated technology platform, our clients will benefit from increased transparency, operating efficiencies and scale, while at the same time lowering costs, reducing risk and improving compliance outcomes.”
AUTHOR
Oksana Patron
Recommended for you
Technology firm Iress and investment manager Challenger have formed a strategic partnership to launch an adviser solution to better serve their retiring clients.
There have only been a “handful” of opportunities in the last 20 years when infrastructure has looked as cheap relative to equities as it does now, according to Lazard, making it a viable option to provide portfolio security amid market volatility.
While M&A has ramped up nationwide, three advice heads have explored Western Australia’s emergence as a region of interest among medium-sized firms vying for growth opportunities in an increasingly competitive market.
The Australian Financial Complaints Authority has reported an 18 per cent increase in investment and advice complaints received in the financial year 2025, rebounding from the previous year’s 26 per cent dip.
