Centrepoint Alliance announces Partner’s Circle
Centrepoint Alliance has announced the formation of a community of advice firms known as Partners’ Circle.
Centrepoint Alliance said it shared an appetite for innovation with the advice firms.
The selection of these firms was based on various criteria, including quality of advice, satisfaction of clients, levels of client engagement, funds under management, and engagement with Centrepoint.
Centrepoint distribution and marketing executive, Soula Cargakis, said that the firms in the Partners’ Circle would receive dedicated service and management consulting resources, a program of special events, exclusive seminars and access to external partner expertise.
“Just as importantly, the Partners’ Circle will form a community of high performance firms that will share and learn from each other,” Cargakis said.
“While they each have their own particular client value propositions and business models, we hope they will all become exemplars for the non-institutional advice sector.”
“We also believe it will provide up and coming firms with something to aspire to.”
AUTHOR
Malavika Santhebennur
Recommended for you
Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end, with one bidder opting to pull out.
The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016.
The financial advice industry has reacted to the appointment of Dr Daniel Mulino as the new Minister for Financial Services, with hopes for improvements in legislation and education standards.
With less than one-third of Australian business owners seeing an adviser, Business Health has detailed how advice practices can successfully target this underserved client segment.
