Victoria-based Directional Financial Planning has joined Elders Financial Planning as the dealer group’s 20th practice since January 2016, the company has announced.
In a statement, Elders said it was welcoming Shane Dwyer of Directional Financial Planning into the fold following a restructure of the dealer group’s business last year.
“We are delighted to welcome Shane Dwyer from Directional Financial Planning in Trafalgar, Victoria to the dealer group,” said Elders general manager Tony Beaven.
“Shane will be a valuable addition to Elders Financial Planning and key to our strategic presence in the state, linking up and forging referral alliances with the Elders group.”
Mr Dwyer said he was excited to work with Elders, adding that he sees the dealer group as a “good fit” for his practice.
“I’m really looking forward to becoming immersed in the wider Elders network and community culture as we develop a diverse mix of mutual referral relationships across general insurance, rural services, agri-finance and real estate,” he said.
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