Mercer expands to Parramatta
Mercer's financial advice business has expanded to Parramatta to tap into Sydney's rapidly growing west.
The firm said they would be more accessible to financial advice customers in Western Sydney and would be able to better service the needs of the firm's growing Mercer Super Trust client base.
Mercer financial advice leader (Pacific), Michelle Smith, said "we are committed to improving the prosperity of Australians, and the expansion to Parramatta places us at the geographical heart of Sydney and major business, government and commercial hub".
"For our clients this means access to on-the-ground financial advisers, tapped into a global network of researchers and investment experts currently advising on $190 trillion of assets worldwide," she said.
The advice provided by the team includes wealth accumulation strategies, wealth protection strategies, and the intergenerational transfer of wealth.
Recommended for you
Marking off its first year of operation, Perth-based advice firm Leeuwin Wealth is now looking to strengthen its position in the WA market, targeting organic growth and a strong regional presence.
Financial services software firm Iress has unveiled a new business efficiency program with the aim of permanently lifting its profit margin as the business enters a leaner, growth-focused phase.
AUSIEX has revealed the top traded stocks for October, noting significant jumps in advised investor trading, while ETFs also reported higher activity.
The Financial Advice Association Australia has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their compliance requirements significantly.
