Fiducian focuses on practice development

Fiducian/franchise/financial-planning/

21 April 2016
| By Anonymous (not verified) |
image
image
expand image

Financial services group, Fiducian has changed the role of some of its employees and part of its franchise model, in a bid to better ‘support and develop' planners.

Fiducian Financial Services' (FFS) head of financial planning, Robby Southall said Ben Davies will take up the role of practice development manager (PDM), and leave his recruitment position. He said as part of Davies' new role, he will be responsible for "finalising on-boarding for franchises and associates."

Southall said Fiducian promoted "internally due to the excellent performance of staff in the past year".

Its franchise servicing will also shift from a segment model to a geographical one, said Southall.

He noted, the listed company will "have two regions, northern and southern. Stephen Batchelor will be the PDM [in the] southern region and Ben Davies PDM [in the] northern."

Fiducian's salaried network will remain much the same, with Sydney-based Michael Dale looking after the northern region while Melbourne-based, Stephen Scerrie will manage the southern region, according to Southall.

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 ago

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

2 months ago

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

4 months 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...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago

TOP PERFORMING FUNDS