Patron targets further growth with Vic appointment
Patron Financial Advice has appointed a Victorian state manager as it looks to increase its footprint on the eastern seaboard.
Sharon Cummins was most recently Victorian state manager for Australian Financial Services and has over 18 years industry experience, according to Patron.
Patron currently has around 50 adviser businesses in New South Wales and the ACT. It began business in 2007 and has a stated aim of establishing an eastern seaboard presence, and will look to add a Queensland-based role early next year.
Cummins's responsibilities will include the recruitment of planners and risk advisers; practice management support of these planners; monitoring advice quality; promoting the Patron brand in Victoria; and the professional development of Patron's Victorian advisers.
Recommended for you
Several wealth management companies have been selected as finalists at the inaugural awards, which champions those who have transformed the Australian economy with their AI solutions.
Money Management’s sister brand Super Review is pleased to reveal that over 120 finalists will compete for trophies at this year’s awards.
The principal partner of this year’s Women in Finance Summit has said organisations that practise inclusivity are more likely to build trust in the community.
Both Schroders and abrdn have appointed new group chief executives to lead their respective firms.