Apogee advisers nabbed by Bombora
Non-aligned dealer group Bombora Advice has poached two Victoria-based advice practices from NAB-owned Apogee Financial Planning’s network.
Risk specialist dealer group Bombora Advice announced that Apogee-aligned financial advice practices GL Financial Planning and Prom Country Financial Planning have joined its network.
The practice principal of GL Financial Planning, Shane Coutts, said the culture and boutique model of Bombora was what compelled him to move to the non-aligned dealer group.
“I looked at the culture and offering of Bombora and it was a perfect fit and partner for my business and aspirations for the future,” Mr Coutts said.
Prom Country Financial Planning principal Rory Mackenzie echoed Mr Coutts comments and added he was looking forward to working with the dealer group.
In a joint statement, Mr Coutts and Mr Mackenzie added that joining as equity partners has given them the “opportunity to contribute to the strategic direction of the business”.
Commenting on the two businesses joining the dealer group, Bombora managing director Wayne Handley said the group’s non-aligned business model was the attraction for advisers.
“Advisers who want highly successful and sustainable business models for the future are in search of a partner with a quality brand, sound strategies and are completely aligned to their business model,” he said.
Mr Handley added he expects to announce the addition of further practices in the coming month.
ASIC cancels AFSL of Sydney firm
ASIC has cancelled the Australian financial services licence of RVM Capital Pty ...
Education extension bill delayed
A bill to lock an additional one-year extension for advisers to comply with FASE...
Digital offerings can eliminate the need for personal advice
Digital advice may provide an avenue for advisers to be able to circumvent the c...