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Sequoia Financial Group announces three key appointments to bolster advice network support
By: Joe Perri & Associates
Commenting further on the appointments, Crole said, "Sequoia is focussed on providing multiple services to its advice community that are delivered by industry professionals with extensive financial services industry experience and expertise".
"Our objective is to utilise scale to drive down the cost of providing advice and the recent acquisition and incorporation of Docscentre Legal Pty Ltd (previously known as Topdocs Legal Pty Ltd) is a high-profile confirmation of Sequoia's commitment to enhancing its adviser focussed services and mission."
The three new appointments are –
Barry Strapps: Regional Manager for South Australia and Western Australia. He joined InterPrac Financial Planning Pty Ltd (InterPrac) last year and has had an extensive career with Centrepoint, Asteron and AMP assisting advisers and accountants to build their businesses.
Barry will be based in Adelaide.
Paul Griffiths: Regional Manager for Victoria and Tasmania. Prior to joining InterPrac Paul was a Regional Manager at Centrepoint and acknowledged for his extensive experience in helping practices improve efficiency and boost long-term business success.
Paul will operate from InterPrac's Melbourne office.
Jaclyn Bazin: InterPrac's Adviser Technology Consultant. A dynamic and results driven professional with over 14 years industry experience and expertise in Xplan and creating efficiencies by aligning advisory business processes with software solutions.
Before joining InterPrac, Jaclyn was the Senior Advice Technology Consultant at Queensland based Enzumo. She will continue to be based in Brisbane.
Looking to the future and in particular 2022, Crole said Sequoia will continue to seek acquisition opportunities of financial advice and wealth management businesses that are cashflow positive, profitable and merging them into the group.
Currently, Sequoia has over 20 businesses spread across four divisions – Wealth, Professional Services, Equity Markets and Direct to Consumer.
Crole concluded, "Sequoia's Wealth division will continue to grow as the major banks exit financial advice and advisers seek a licensee that can pro-actively assist them to maximise business opportunities and effectively navigate regulatory and compliance demands".
"It is particularly pleasing that in this environment Sequoia, is regarded as a 'licensee of choice' by so many advisers on the move because of our premium services and facilities that are delivered by industry professionals dedicated to assisting advice practices achieve growth and client service goals – as demonstrated by the three new appointments."
Issued by Sequoia Financial Group Ltd www.sequoia.com.au
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