Darren Pawski
Perth-based dealer group Wealthsure has staked a claim as the largest independently owned dealer group in Australia on the basis of planner growth over the past 12 months.
“A net increase of 50 financial planners in the past 12 months, bringing our total network to 212, probably puts us just ahead of Australian Financial Services,” according to Wealthsure director Darren Pawski.
Launched in Perth seven years ago, Wealthsure has only about 40 of its network planner contingent based in Perth and throughout the rest of WA, Pawski said.
Most of the planner growth over the past year, and since the launch of the dealer group, had come via the addition of planning businesses in Victoria NSW and Queensland, he said.
“I attribute much of our growth to having stuck to our core beliefs of our model, which essentially allows planners the flexibility to be able to use what products are in the best interest of their clients.
“On the other hand, many of our new member practices have left institutional dealer groups that have a mandated approach to financial planning.”
