Profile makes senior appointments

appointments financial planning NAB

2 November 2016
| By Staff |
image
image
expand image

Financial advisory and wealth management firm, Profile Financial Services, has announced two senior appointments describing them as measures to support its recent strong growth.

The company announced this week it had appointed former NAB Asset Management senior investment consultant, Jerome Bodisco, as head of investment while it had appointed former William Buck principal, Todd Stanford, as senior financial planner.

Confirming the appointments this week, Profile chief executive, Sarah Abood, said the firm was seeing a lot of interest, both directly from individuals looking for advice, and from advisers keen to partner with Profile because it was self-licensed, privately owned and experienced in building goals-based portfolios.

"For advisers in particular, the opportunity to have a greater say in their own destiny and to have real impact/engagement at a strategic level is very attractive," she said, noting that Profile had also made several acquisitions from planners looking to retire.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day 11 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

5 days 17 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 5 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 days 15 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 days 18 hours ago