Sequoia Financial Group has appointed Jonathan Trapnell to assist in managing its education and licensee partnership programs.
Mr Trapnell first joined the financial services industry as a frontline call centre operator with ANZ in 2006 and was later appointed to Synchron to assist then director, Paul Riegelhuth.
During his 10-year tenure at Synchron, seven of them were spent as head of adviser support.
According to the firm, Mr Trapnell will assist with the roll-out and running of Sequoia’s adviser education programs and managing the associating relationships within the group’s industry partners.
“I had such positive dealings with Sequoia and its InterPrac Financial Planning business in my previous roles, that the decision to join them was an extremely easy one,” Mr Trapnell commented on his appointment.
“When they reached out to me, I was over the moon. It is a great cultural fit.”
In welcoming him, Sequoia managing director Garry Crole said Mr Trapnell brings with him a wealth of experience and a deep understanding of advisers and the financial advice community.
“At Sequoia, we are focused on being a ‘licensee of choice’, delivering premium services and facilities via industry professionals who are dedicated to helping advisers achieve their goals,” Mr Crole said.
“Jonathan’s appointment will further help us deliver on those goals. He understands financial advisers, he knows our industry partners, he has excellent relationships skills, and he has great adviser education program management experience. We are very pleased to welcome him to the Sequoia fold.”
The announcement also follows the appointment of Maria Englezakis to the Sequoia compliance team.
Ms Englezakis was also formerly employed by Synchron and, following its acquisition, by Wealth Today.
