risk adviser logo

Perpetual acquires risk advice practice

A Melbourne-based risk advice practice has decided to join Perpetual as it seeks to continue its growth and broaden its client services.

In an email to clients seen by ifa, Priority Life, under the Bombora Advice dealer group, has decided to join the team at Perpetual.

Priority Life owner David Davidson said that, after a significant period of exploration and assessment, it chose Perpetual because it is one of Australia’s oldest and largest trust companies.

He said Perpetual’s fiduciary heritage, as well as a legal and ethical responsibility to act in the best interest of others, is in its DNA.

“Moving forward we will be able to draw on all of Perpetual’s resources and collaborate with other trusted professionals on your behalf. Rest assured your advice relationship with Priority Life will continue to be personal and long-lasting,” Mr Davidson said.

“For now, we will operate business as usual from our existing premises in Toorak, with plans to relocate to Perpetual offices after two years. All staff will remain here to provide support to you at all times.”

Advertisement
Advertisement
Perpetual acquires risk advice practice
default
ifa logo
Adrian Flores

Adrian Flores

Adrian Flores is a features editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.

You can contact him on [email protected].

from the web

Website Notifications

Get notifications in real time and stay up to date with content that matters to you.