Wilson HTM goes national
Queensland based Wilson HTM has broadened its financial planning and stock broking network beyond its home state.
Wilson HTM has set up offices in Sydney and Melbourne to complement its 12 regional offices in Queensland. The two new offices employ 45 staff. The equities research team has also been expanded in Brisbane, Sydney and Melbourne.
A national board of directors has been established, with former Citibank director Brian Clayton as chairman plus seven others spread across the three city offices.
Managing director Steven Wilson says the expansion has been driven by strong growth and demand from clients for a national presence.
There are also future plans for the expansion of the Wilson HTM funds management business, WHTM Asset Management, to expand its services into the Sydney and Melbourne offices. Since starting out in 1997, the group has grown its funds under management to $300 million.
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.
