Centrepoint to help self-employed advisers

financial-advisers/self-employed/Centrepoint/

21 September 2016
| By Jassmyn |
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

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 day 8 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

6 days 7 hours ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND