First Financial chooses BT Select

SMSF/financial-planners/joint-venture/BT/

27 February 2014
| By Staff |
image
image
expand image

BT Select has tucked another financial planning firm under its service delivery umbrella - Melbourne-based business First Financial. 

First Financial, which is a 50/50 joint venture with major accounting firm Crowe Horwath, opted to go with BT Select following a competitive review of its business service. 

Commenting on the move by First Financial, BT Select managing director Phil Butterworth said the move reflected BT Select’s ability to attract high quality clients. 

First Financial managing director Chris White said his company’s selection of BT Select had reflected its capacity to transition practices along with its back-office efficiency. 

“I have confidence that BT Select has the knowledge, experience and ability to help us transition efficiently,” White said. “Longer term, BT Select’s focus on growth aligns with our strategic plans.” 

First Financial was formerly the financial services division of Crowe Horwath. It has 60 staff, including 17 financial planners, four lending and finance advisers, and a self-managed superannuation fund administration team. It has approximately $1.1 billion in funds under advice. 

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 3 weeks ago

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

2 months 4 weeks ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 1 day ago

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

2 weeks 6 days ago

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

3 weeks 4 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND