Synchron has appointed Matthew Wallis as its new NSW State Manager, succeeding Paul Del Grande.
Wallis has been a Synchron financial adviser for the past five years, and will sell his practice, Straightforward Financial Planning, to take on his new role.
Synchron Director, Don Trapnell, said Wallis joined Synchron in 2013 and is a graduate of five Synchron NextGen conferences.
“He has spent his working life in financial services and has an intimate understanding of advice businesses and the issues facing advisers today, having built his own practice from scratch. We believe he has the energy and commitment to build on Paul’s considerable achievements and drive future growth for Synchron in NSW.”
Trapnell thanked Del Grande for 12 years as a State Manager, and highlighted that when he accepted the role in 2006, Synchron had just $2 million in turnover.
“While also working in his own advice business, as at February 2018, Paul had grown adviser numbers in NSW to 85 and turnover to $11 million. That’s a success by any measure,” he said.
Wallis said taking the role would be a great challenge.
“As the state with the largest population of advisers, there is lots of opportunity for NSW to grow. I have big shoes to fill and can’t wait to get my teeth into it,” he said.
Wallis will officially commence duties as NSW State Manager from 1 April 2018.