Elders Financial Planning (EFP) has announced the appointment of a new state practice manager for South Australia and Western Australia.
Allan Ward will be based in the Adelaide office and will commence in the role on 19 September, Elders said in a statement.
Mr Ward has extensive experience in financial planning and business development. He holds a Diploma of Financial Services (Financial Planning) and Certified Financial Planner qualifications, as well as an associate degree in accounting.
Mr Ward has also run his own financial planning practice and held a number of business and practice development roles, recently providing advice to clients in Adelaide, the statement said.
“Allan is another exceptional addition to EFP as part of our transformation and will provide an enhanced level of support to the adviser network in South Australia and further strengthen our existing support levels in Western Australia,” Elders general manager Tony Beaven said.
Financial advisers are good at warning clients away from unnecessary spending, but the same lessons can apply to their ...
The SMSF Association is the latest industry body to detail its meeting with the new financial services minister, ...
Count came out on top in a class action decision, however, according to a financial services lawyer, the case is a ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin