Titanium spruiks para-planning service

financial-planners/chief-executive/

26 January 2012
| By Staff |
image
image
expand image

Financial planning dealer group Titanium is spruiking the para-planning service it provides to ensure financial plans are audited before they are sent to clients.

According to Titanium Group chief executive Andrew Blanchette, the group has a regime in place which ensures each potential plan submitted to the firm's para-planning team must follow guidelines that Titanium enforces and knows will pass muster in any audit.

"Why have a plan completed that has any inherent risk around the compliant nature of it," he said. "For a start we don't use inexperienced para-planners."

Blanchette said the Titanium model had been established as a result of a number of in-house legal counsels being employed to reduce risk to the business and its financial planners.

"We are here to service the financial planners and keep them in cotton wool so they can get on with the business of helping their clients and themselves make money, not put it at risk.

"We believe Titanium offers a para-planning service like no other in the market. Not only is it compliant, well-structured and audit-proof, it's also cost effective," Blanchette said.

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 ago

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

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago

TOP PERFORMING FUNDS