Kidd departs AFP
Accru Financial Planning (AFP) is in the market for a new authorised representative following the departure of Matthew Kidd.
Kidd was both an authorised representative and director at AFP and, according to the company, has left the organisation to “pursue a new career opportunity within the financial services industry”.
Accru director Greg Newbury said the company was in the process of finalising the appointment of a new planner to join AFP and an announcement is expected early next year.
He said AFP was committed to providing comprehensive and holistic financial planning advice and that, looking ahead, it had a clear strategy in place to grow its business and provide a consistent and high level of service and support for clients.
AFP commenced operation in October 2000 as a fully integrated division of Accru Felsers Sydney and currently has in excess of $150 million in funds under advice.
In September, AFP announced a new service and product offering for clients with the addition of a branded separately managed account facility.
AUTHOR
Mike Taylor
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
