Securitor adds BBV to network
Friday, 4 July 2008 12:00pm
St George Bank financial planning dealer group, Securitor, extends its network on the eastern seaboard after Coffs Harbour and Nerang based BBV Wealth Management joined the group.
BBV Wealth Management provides advice on superannuation, pension and personal insurance, managing more than $30 million in super and investments on behalf of clients.
Joining the Securitor dealer group means BBV Wealth Management gains access to the Asgard Wealth Solutions platform and the practice management technology tool, AdviserNETgain.
In addition, the financial planning practice can now use the dealer group's business development program, Business Torque and the Advance Asset Management's financial and economic information service.
David Brett, Bentley Brett & Vincent principal, said joining Securitor would enable its planners to more effectively service new and existing clients.
“The two coastal regions of NSW and Queensland that we service are both experiencing a continued growth of retirees who are financial savvy and demand a high level of professional advice regarding their retirement," he said.
The Securitor advice network consists of 450 financial planners and approximately $14 billion in funds under management.
Michael Hobbs
This story was found at: http://www.financialstandard.com.au/news/view/23434
Printed: Tuesday, 6 January 2009 2:28pm