Non-aligned MyPlanner picks up Ballast planners
Four planners from three different Ballast Financial Management businesses have joined non-institutional dealer group MyPlanner Australia, bringing its total planner numbers to 142.
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."