Victorian advice firm rebrands with new operating model
Dirigere Advisory, a boutique financial advice licensee, has relaunched as Intelligent Planning as the firm expands to better meet its advisers’ needs.
Dirigere Advisory is a Victoria-based advice firm which operates under the Dirigere Australian financial services licence (AFSL).
According to the business, its relaunch under the name Intelligent Planning was effective from 15 January.
Phil Osborne, Intelligent Planning’s managing director, said: “We saw a widening gap in the financial planning landscape between what today’s professional financial adviser community really wants from a licensee and what the market currently delivers. Intelligent Planning is designed to help fill that gap.”
The decision to relaunch followed on from discussions with other advice practices under its licensee, which includes Sydney-based business Beta Advice, Canberra-based Hayes & Co and Perth group NOR Financial.
Osborne continued: “Key elements [of the relaunch] include a flat licence pricing model, the ability for advisers to speak directly with an internal industry expert on a peer-to-peer basis and a culture of community.”
In addition to Osborne, Damian Grimes, a former financial adviser at Rothschild UK, is another founding member and the firm’s chief investment officer. Matthew Wallis, former Synchron state manager and adviser at Beta Advice, also joins as the business’s advice distribution manager.
All founding members will have equal shares in Intelligent Planning, as the firm looks to offer a further equal share amongst its first wave of founding advisers.
“We are offering our first advisers a degree of ownership in Intelligent Planning and therefore guaranteeing we hear their voices about how we operate,” Osborne added.
“What we have in the excellent practices we have on board, and what we are continuing to look for, is good-quality, forward-thinking businesses which have room to grow.”
The advice practice will also be part of Intelligent Money Partnership, an integrated financial services offer, which is currently in development.
AUTHOR
Jasmine Siljic
Recommended for you
With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the major cities and the importance of a strong network.
Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners, thanks to this trend.
The software provider has made several appointments in its APAC wealth propositions team, with a focus on driving growth across digital advice, Xplan and strategic partnerships.
The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion in funds under administration.
