Sequoia bolsters advice network
Sequoia Financial Group’s managing director, Garry Crole, has announced the appointment of Barry Strapps and Paul Griffiths while Jaclyn Bazin has been appointed as InterPrac’s adviser technology consultant.
Strapps would look after South and Western Australia while Griffiths would be responsible for Victoria/Tasmania.
The move would be expected to bolster further the support the frontline services the group provided its national advice network.
“Sequoia is focussed on providing multiple services to its advice community that are delivered by industry professionals with extensive financial services industry experience and expertise,” Crole said.
“Our objective is to utilise scale to drive down the cost of providing advice and the recent acquisition and incorporation of Docscentre Legal Pty Ltd (previously known as Topdocs Legal Pty Ltd) is a high-profile confirmation of Sequoia’s commitment to enhancing its adviser focussed services and mission.”
Strapps, who would be based in Adelaide, joined InterPrac Financial Planning last year and had an extensive career with Centrepoint, Asteron and AMP assisting advisers and accountants to build their businesses.
Griffiths, who would operate from InterPrac’s Melbourne office, joined InterPrac from Centrepoint where he was regional manager. He had extensive experience in helping practices improve efficiency and boost long-term business success.
Bazin had more than 14 years of industry experience and expertise in Xplan and she joined from Queensland-based Enzumo where she served as a senior advice technology consultant. She would continue to be based in Brisbane.
Looking to the future and in particular 2022, Crole said Sequoia would continue to seek acquisition opportunities of financial advice and wealth management businesses that were cashflow positive, profitable and merging them into the group.
“Sequoia’s Wealth division will continue to grow as the major banks exit financial advice and advisers seek a licensee that can pro-actively assist them to maximise business opportunities and effectively navigate regulatory and compliance demands,” Crole concluded.
AUTHOR
Oksana Patron
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