Perth adviser joins HLB Mann Judd
Perth based financial adviser, Sovereign Plus has joined HLB Mann Judd Wealth Management as part of the firm's succession plan.
Perth HLB Mann Judd managing partner, Norman Niell, said the culture was a perfect fit for both firms and would add value to all clients and would create new opportunities for staff.
"It also gives us a solid base to grow the award winning client services of HLB Mann Judd to more people, in accordance with our strategic plan," he said.
"Our current strong audit, accounting and business advisory services will be complemented by an expanded wealth management offering."
Sovereign Plus chief executive and founder, Marie Richardson, said she had been looking for a suitable partner for her business to ensure continuity of superior service for her clients as part of her own retirement plan.
"It wasn't just a case of getting someone to take over a client list — I wanted a partner with like values who would provide the same service standards and involvement, as well as adding value to clients," Richardson said.
The new wealth management business will offer a full range of wealth management services, including investment, superannuation, self-managed superannuation funds, risk management, retirement and estate planning, financial health checks, wealth creation strategies, financial structure advice, and intergenerational wealth transfer.
Recommended for you
Shadforth CEO Terry Dillon has told Money Management the time is right to pursue inorganic growth as it seeks to double in size by 2030 and acquires a Melbourne advice firm.
Entireti has announced the rebranding of PFS Investment Management, bringing together the group’s investment capabilities to support its licensee network.
Licensees have been urged by ASIC to ensure their advisers’ FAR records are updated, as ASIC’s latest estimates find more than 3,000 advisers could be unable to provide advice next year.
Major licensee Count has enacted its latest M&A deal, acquiring the accounting and audit client base of a Sydney accounting firm.
