Four planners from three different Ballast Financial Management businesses have joined non-institutional dealer group MyPlanner Australia, bringing its total planner numbers to 142.
Speaking to ifa, MyPlanner's managing director, Philippa Sheehan, said that the four planners were all from Queensland and the group is also processing three new applications from planners who have agreed to join after its recent PD in Sydney.
Commenting on the additions, Ms Sheehan said: "MyPlanner runs a traditional servicing model where we highly engage with our planners and treat them as individuals, not as a potential product writers. If it's in the client's best interest to provide just a strategy statement of advice, then we encourage it.
"We continue to be contacted by prospective planners who are looking for a licensee who focuses on objective-based advice, strategies and solutions where client outcomes can really be achieved."
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 22 Jun 2018AMP chair urges RC to not to restrict business modelsBy Reporter
- 22 Jun 2018David Murray takes reins as AMP chairmanBy Reporter
- 22 Jun 2018Fitzpatricks announces new licensee bossBy Aleks Vickovich
- 21 Jun 2018AFSL regime stifling client-centric advice: FPABy Killian Plastow
- 21 Jun 2018Henderson Maxwell to merge with AZ NGA firmBy Aleks Vickovich
- 21 Jun 2018Aon caught lying about Dover licensing offerBy Aleks Vickovich
- view all