Zenith to provide research to Planwealth
Zenith Investment Partners will provide research services to Queensland-based dealer group Planwealth.
Zenith director David Smythe said continued support from the independent financial adviser market reflected Zenith’s ability to provide a tailored research solution for individual practices.
Planwealth research manager James Greentree said Zenith’s appointment would be a valuable addition to Planwealth’s research division.
Zenith’s independent business structure, focus on service and research process reflects Planwealth’s approach, he added.
Planwealth manages more than $200 million in assets.
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