Sydney advice firm makes appointments from NAB, William Buck

A self-licensed advice firm based in Sydney has made two appointments to its team, which come in an effort to support “strong growth”.

In a statement, Profile Financial Services named Todd Stanford as its new senior financial planner. Mr Todd joins the firm from William Buck, where he was principal of wealth advisory. He also previously held positions at BW Capital, Arthur Andersen and KPMG.

Profile Financial Services chief executive Sarah Abood said, “Todd is an extremely capable and experienced planner, with over 15 years in our industry.

“Our team has grown to the point where we needed more senior expertise to round out our service offering.”

At the same time, Profile announced it appointed Jerome Bodisco as its new head of investments. Mr Bodisco was previously senior investment consultant at NAB Asset Management.

Mr Bodisco said he decided to join Profile to focus on goals-based investing.

“Goals-based investing is an area of growing focus in our industry. I was drawn to the Profile model because it is often difficult for very large institutions to make the changes required to implement such philosophies at an individual client level,” he said.

“This is essential when you are assisting people to retire and also seeking to make a meaningful pension structure that will last the length of time now required for clients.”

Ms Abood said the new appointments come as Profile experiences strong growth.

“We are seeing a lot of interest, both directly from individuals looking for advice, and from advisers keen to partner with Profile because we are self-licensed, privately owned and experienced in building goals-based portfolios,” she said.

“For advisers in particular, the opportunity to have a greater say in their own destiny and to have real impact/engagement at a strategic level is very attractive. Profile has also made several acquisitions from planners looking to retire.”

 

 

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