Wilson HTM goes national
Queensland based Wilson HTM has broadened its financial planning and stock broking network beyond its home state.
Wilson HTM has set up offices in Sydney and Melbourne to complement its 12 regional offices in Queensland. The two new offices employ 45 staff. The equities research team has also been expanded in Brisbane, Sydney and Melbourne.
A national board of directors has been established, with former Citibank director Brian Clayton as chairman plus seven others spread across the three city offices.
Managing director Steven Wilson says the expansion has been driven by strong growth and demand from clients for a national presence.
There are also future plans for the expansion of the Wilson HTM funds management business, WHTM Asset Management, to expand its services into the Sydney and Melbourne offices. Since starting out in 1997, the group has grown its funds under management to $300 million.
Recommended for you
BT is to launch a new low-cost “Focus” investment menu for its Panorama platform this October, in partnership with Vanguard, seeking to compete with industry superannuation funds.
Net gains of financial advisers have already doubled since the start of FY25, according to this week’s Padua Wealth Data, with momentum gathering pace far faster than the previous financial year.
National advice firm MiQ Private Wealth has appointed a new chief executive to lead the business through a “transformative era” after penning a partnership deal with AZ NGA earlier this month.
WT Financial’s managing director, Keith Cullen, believes the firm’s Hubco model with Merchant Wealth Partners will be a “repeatable growth model” for the business as it scales its adviser numbers.
