Elders Financial Planning (EFP) has welcomed a new adviser to the group's network, following his appointment to corporate authorised firm, Border Region Financial Services.
EFP general manager Tony Beaven said Stephen Clark had been appointed as a financial adviser with Border Region Financial Services, based in Ettrick, NSW.
“The addition of Stephen Clark to Border Region Financial Services will broaden the holistic advice offering to rural communities in the area,” he said.
Mr Clark's appointment comes off the back of a growth period for EFP, which has seen at least five new practices join the dealer group in the last three months.
“Following our recent transformation, new pricing model and forging of new referral links with the broader Elders group we have on-boarded five practices over the last few months and had a number of enquiries from advice practices in regional and metropolitan areas across Australia,” Mr Beaven said.
An ex-bank adviser’s financial services ban has been varied by the Administrative Appeals Tribunal. ...
The net loss of advisers for the year has surpassed 2,000 as we crossed over into December. ...
Life coaching and advice could become one and the same, according to an expert. ...
Get notifications in real time and stay up to date with content that matters to you.
