Centrepoint to help self-employed advisers

financial-advisers/self-employed/Centrepoint/

21 September 2016
| By Jassmyn |
image
image image
expand image

Financial advisers need support that is focussed on helping them deliver to their clients, rather than simply acting as the sales and distribution arm of an institution, Centrepoint Alliance believes.

Centrepoint's managing director, John de Zwart, said since the industry had been through a lot of turmoil, the need for quality advice was greater than ever and clients needed and demanded advice that was focussed on them and their goals.

The non-aligned financial services firm said it had launched a turnkey transition program to enable experienced advisers to develop their own advice business.

Zwart said more and more advisers saw the benefit of taking responsibility for their own future, as non-aligned professionals running their own businesses.

"We have developed an attractive turn-key transition solution that includes full compliance and technical support, best-of-breed technology solutions, business development support and attractive terms, including initial fee relief," he said.

"We can also offer flexible options in office arrangements, including utilising Centrepoint Alliance's offices in some states and our support infrastructure around the country.

"Of course, the biggest difference we offer is a cultural one. Our entire focus is on enabling professional advisers to develop themselves as practice managers and as independent business owners."

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 10 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Powered by MOMENTUM MEDIA
moneymanagement logo