Sequoia appoints financial planning head
Sequoia has appointed Phil Osborne as head of Libertas Financial Planning.
Osborne was formerly general manager- compliance at Synchron and national network manager at Lifestyle Asset Management.
He would now support the ongoing development of advisers across Sequoia’s licensees, particularly how legislative changes would impact licensees. He would also chair the investment committee of the group’s AFS licensees and assist the development of support services to self-licensed practices.
He said: “Libertas is a quality licensee and I look forward to continuing the culture that [director] Mark Euvrard commenced and transitioned across to the Sequoia group in 2020,"
"As we grow and develop this licensee within the broader group, I'm also keen to build a sense of community between advisers of all of the Sequoia owned licensees. Adviser health and wellbeing is something we need to keep in mind as we talk about a ‘business to consumer’ industry, because behind each advice ‘business’ is a person - the adviser - and we need to interact with respect, integrity and support each business with the person in mind."
Sequoia managing director, Garry Crole, added: “Knowing the quality of Phil's work and premium knowledge set from our earlier collaboration, we're delighted to have him back and have Sequoia benefit from those skills and knowledge, as well as sharing in the attributes as a pro-advice spokesperson he has developed since then”.
AUTHOR
Laura Dew
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RE: Phil Osborne Article dated 14 Sept 2022
Phil Osborne has already departed as Head of Libertas Financial Planning. He departed mid February !
I highly recommend you dig deeper into Phil's employment history - why the quiet and quick exit from Libertas ? Why the quiet and quick exit from Synchron ?
All very well to 'promote' his accolades however there is another story underneath.
Article heading suggestion:
Phil Osbornes fall from grace.......