Leading planner merges practice
TheMoney ManagementFinancial Planner of the Year for 2002, Robert Kiddell, has announced the merger of his practice with Traralgon-based boutique dealer, McMillan Financial Planning.
The merger sees Kiddell retain his base in the La Trobe Valley but dissolve the Delburn Garrisons partnership, transferring clients across to McMillans.
Kiddell had previously been a client of McMillans on the accounting side of the business and had worked with the McMillans within the Gippsland Chapter of theFinancial Planning Association.
In announcing the merger today, McMillans director Gerard Witts says the deal will add depth to McMillans’ operations.
“We are delighted to have secured the services of Robert Kiddell. His long experience, industry profile and legal background will certainly complement our young professional team and add further depth,” Witts says.
Kiddell started his professional career as a lawyer but made the move into financial planning in 1992. Since then he has expanded his service offering from a single planner to a full service practice.
A spokesman for McMillans said Kiddell’s role within the merged business would remain substantially unchanged.
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