Synchron appoints compliance GM

appointment Synchron Phil Osborne SMSF Advisers Network Don Trapnell

4 February 2022
| By Liam Cormican |
image
image
expand image

Synchron has appointed Phil Osborne as general manager, compliance, moving him from his role as a compliance consultant which he has held since July of last year.

Osborne had been a director and responsible manager for a number of financial services licensees and held various roles with numerous financial services businesses, including Lifestyle Asset Management, the SMSF Advisers Network, and Interprac Financial Planning, following his entry to the financial advice industry through AMP and Hillross Financial Services.

He also held a masters’ qualifications in both Commerce (majoring in financial planning) and Law (majoring in enterprise governance) and the Certified Financial Planner (CFP) designation.

Synchron director, Don Trapnell said: “Phil has over 30 years’ experience in financial services and, having also previously managed financial planning practices and provided financial advice himself, has an exceptional understanding of the demands on financial advisers and the vital role they play in helping ordinary Australians take control of their financial affairs.”

Osborne would report directly to the Synchron board and would head a compliance team which included Alison Massey, head of compliance – advice assurance. He would also be working closely with the head of compliance – policy and regulatory, Hanna Abdullah.

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

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

2 months ago

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

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago

TOP PERFORMING FUNDS