Non-aligned firm appoints former Perpetual, TAL advisers
Two financial advisers, previously at Perpetual Private and TAL, have joined non-aligned Manly Financial Services (MFS).
Scott Anderson has joined from Perpetual where he specialised in risk advice, while Anthony Simpson worked previously as national manager of client value and retention at TAL.
The addition of the two advisers comes as part of MFS's effort to provide consistent, sophisticated services and to boost client growth, which has been at a rate of 30 per cent over the past year, a statement by the firm said.
The move to sustain client growth follows the purchase of Augeo Wealth Management in 2014, which demonstrated that opportunities exist for further profitable business growth in the northern beaches area of Sydney, according to MFS partner John Alford.
Mr Alford said he had found Mr Anderson and Mr Simpson through Futuro Financial Services, by which MFS is licensed.
"We worked very closely with Futuro to find and successfully integrate the Augeo purchase. Futuro's director, eastern states, Matt Haggarty identified Scott and Anthony as being important additions to expand our specialist services," he said.
Mr Haggarty added that Futuro is currently reviewing the strategic plans for all its member firms with an eye to how they could grow.
"We adopt a long-term approach, suited to each business and the opportunities available. Part of that involves the deployment of the right personnel," he said.
Spectrum advisers to find new AFSL from July
Authorised representatives under Spectrum Wealth Advisers have been told they wi...
Adviser given five-year ban following AFSL cancellation
ASIC has banned a Queensland-based adviser for five years after the licensee he ...
AFA coursework given FASEA approval
The Financial Adviser Standards and Ethics Authority has formally recognised two...