Centric Wealth focuses on regional growth
Regional and interstate growth is becoming increasingly important for wealth management firm Centric Wealth, according to its chief executive officer Phil Kearns.
Kearns' comment followed the appointment of two experienced financial planners — Sara Caggiano and Sean Ryan — to Centric Wealth's Canberra team, which he said would strengthen the firm's ACT presence.
"Sara has been with us for a few months now and has already become an intrinsic member of the team," Kearns said.
"We are very pleased to also welcome someone with Sean's credentials and look forward to him making a positive impact on the business."
Head of local operations Roger Hancock said Centric Wealth's Canberra practice had been receiving increased demand from existing and potential clients.
"Over the past 12 months we have noticed an upswing in demand from clients in the area," Hancock said.
"We believe much of this is due to the perception that we are through the worst of the markets and that now is the time to reassess and implement wealth management strategies," he added.
"Both Sara and Sean are well respected by the local community and we are very pleased to welcome them to the team."
Caggiano and Ryan have previously worked as financial planners at Perpetual.
Caggiano was a senior financial consultant, while Ryan held positions including senior adviser and team leader during his five years with the company.
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