Financial advisory and wealth management firm, Profile Financial Services, has announced two senior appointments describing them as measures to support its recent strong growth.
The company announced this week it had appointed former NAB Asset Management senior investment consultant, Jerome Bodisco, as head of investment while it had appointed former William Buck principal, Todd Stanford, as senior financial planner.
Confirming the appointments this week, Profile chief executive, Sarah Abood, said the firm was seeing a lot of interest, both directly from individuals looking for advice, and from advisers keen to partner with Profile because it was self-licensed, privately owned and experienced in building goals-based portfolios.
“For advisers in particular, the opportunity to have a greater say in their own destiny and to have real impact/engagement at a strategic level is very attractive,” she said, noting that Profile had also made several acquisitions from planners looking to retire.
