Securitor reaches 30-year milestone
Financial planning and accounting practice licensee, Securitor, has reached its 30 year milestone in partnering with advisers and accountants, which, according to the managing director, is a testament to their first-class services.
Securitor's managing director, Mark Fisher, said that the company had partnered with hundreds of financial planning and accounting businesses over the past three decades, and that was a testament to their services.
"We're proud to have played an active role in supporting advisers to help clients achieve their personal goals, finances and wellbeing," Fisher said.
Securitor not only attracted some of Australia's most professional planning practices, but created a community of like-minded professionals who dedicated their lives to making a difference in clients' futures, Fisher said.
The organisation's 30-year milestone was set to be commemorated at the company's annual conference in Perth, which was set to unite 200 of its advice professionals from 12 October to 15 October.
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.
