Matthew Wallis will sell his Engadine-based practice, Straightforward Financial Planning, to step into the new role, Synchron said in a statement.
Synchron director Don Trapnell said Mr Wallis was well-suited to the role, adding that that he “has the energy and commitment to build on” the legacy left by former NSW state manager Paul Del Grande, who resigned from the role to focus on his own practice – In Sync Financial Services.
“Matthew joined Synchron in 2013 and is a graduate of five Synchron NextGen conferences,” Mr Trapnell said.
“He has spent his working life in financial services and has an intimate understanding of advice businesses and the issues facing advisers today, having built his own practice from scratch.”
Another victory for the Shire. Well done Matthew.
Matthew Wallis is a legend of a bloke and a great advocate for building the next generation of advisers, something that Synchron do better than anyone else, as they make sure the future of this profession is being a priority unlike the winners at the FPA.
Paul Del Grande is possibly the most generous, thoughtful and good looking bloke I have ever had the pleasure to work, eat and drink with, he will be sorely missed, though his legacy in building businesses and helping educate and develop advisers will be something he should be proud of.
Congratulations…he will do a great job!