Toowoomba advice practice joins Elders
Elders Financial Planning has announced that a Toowoomba-based financial advice practice will be joining its dealer group.
In a statement yesterday, Elders said that Toowoomba-based Total Wealth Group will join the firm as it seeks further growth in rural and metropolitan areas.
Elders Financial Planning general manager Tony Beaven said he welcomes the addition of Total Wealth Group director Tom Finnegan to the team.
“Tom’s depth of knowledge and experience will enhance our existing client offering in the rapidly growing Toowoomba region of Queensland,” Mr Beaven said.
Mr Finnegan said he had chosen to join Elders “because of the support mechanisms they have in place combined with the opportunity of referral networks available from the wider Elders group”.
Total Wealth Group is the seventh practice to join Elders in the past five months, following the addition of Brisbane-based YouFin, in August, and the acquisition of Cairns-based M R Financial Services in June.
Financial coaching a potential ‘saving grace’ for advice
A trend of experienced advisers moving to financial coaching of new entrants rat...
ANZ falls in line with enforceable undertaking
The corporate regulator has announced that ANZ has complied with its court enfor...
Lonsec hires wealth management sales head
Research house Lonsec has brought on a new head of wealth management sales in re...