In a deal finalised in October, Bendigo Financial Planning Limited – a subsidiary of the Bendigo and Adelaide Bank – has acquired Wheeler Financial Services, a firm based in Geelong West in Victoria.
“Following this sale, planners transitioning from Wheelers will operate as part of Bendigo Financial Planning,” said a statement on the bank’s website. “To help ensure minimal disruption, Wheelers staff will remain within the business and will continue to work from their existing office located.
“However, the Wheelers brand will change from Wheeler Financial Services to Bendigo Financial Planning.”
More to come.
Gee that’s strange. I’m sure I read an article just recently that said more advisers were turning independent, thanks to FoFA.