Mortgage Choice seeds financial planning business with two new franchises

mortgage choice insurance FOFA financial planning financial planning business financial advisers financial advice financial adviser

4 December 2012
| By Staff |
image
image
expand image

Mortgage Choice Financial Planning has opened the doors to two new franchises.

After gaining its advice license in October, Mortgage Choice set its sights on opening ten franchises as part of a "soft launch" to test its systems, processes and proposition before the full roll-out slated for July 2013.

Tania Milnes, Mortgage Choice Financial Planning's general manager said its first financial advisers had a strong existing customer pipeline and lead flow from the mortgage broking business, while risk insurance enquiries were being referred through a comparison website, Mortgage Choice had acquired.

She said its recruitment process was stringent and selective in order to bring advisers that embraced the Future of Financial Advice (FOFA) into the fold.

"We want new generation advisers who share our ideals and passion.

"People who embrace the post-FOFA world and inherently have their clients' best interests at heart.

"Professional advisers with solid experience who appreciate the support we provide for both their business and their professional development," she said.

Mortgage Choice would use the two decades of experience it had supporting its franchises build better businesses, in its bid to give Mortgage Choice Financial Planning "every advantage possible", according to Milnes.

Brisbane-based, Kayle White and Sydney's Fairien Azeem are the two new franchisees to sign up with Mortgage Choice Financial Planning. Azeem previously operated a Mortgage Choice franchise while White worked closely with the broker in her role as a financial adviser.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 days 12 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

6 days 18 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 6 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

5 days 16 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 19 hours ago