Securitor in practice management pact
Sealcorp-owned financial planning groupSecuritorhas kicked off a new practice management department after appointing a division head and striking an alliance with practice management specialist firm, Strategic Consulting and Training (SCAT).
Securitor, which merged with sister dealer group Pact in 2003 after an announcement back in August of the same year, has appointed Richard Liverpool as practice development national manager, while SCAT will provide strategic consulting and coaching to the group’s business development managers and planners.
Liverpool, who reports to group general manager Sean West, will be responsible for supporting the firm's existing planners and expanding this network further.
SCAT, which is headed up by industry consultant Jim Stackpool, will provide benchmarking services to Securitor to assist its planners in their quest to continued business efficiency and productivity improvements.
“This range of initiatives signifies the next stage of growth for Securitor following the successful merger with Pact in 2003. We are committed to continue building partnerships with financial planning businesses,” West says.
“Today there is more pressure and demands placed on planners than ever before — choosing the right partner in a dealer group, will make all the difference.”
More than 450 financial planners are licensed through Securitor, which has over $6 billion in funds under advice, has over 450 authorised representatives, with a further 250 through 45 dealer groups subscribing to its range of dealer services.
Recommended for you
Multiple industry organisations have shared their thoughts on AFCA’s proposed rules amendment, supporting the idea of firms being named publicly when they fail to comply with determinations.
Channel Capital has appointed a head of investment oversight who joins from 14 years at asset consulting firm JANA Investment Advisers.
Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters.
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
