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

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 6 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

3 weeks 6 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 5 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 5 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

2 weeks 6 days ago

TOP PERFORMING FUNDS