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Author archives: Katrina Conyers
Tired of not getting what your dealer group promises?
Are you concerned about the impact of the upcoming legislative changes to your business and looking for solutions? Or are you just looking for a more adviser focused partner?
Click here for a short video message from PATRON Financial Advice on how we can help.
To find out more, please feel free to email Robert McCann or call 1300 784 448.
PATRON hires Victorian State Manager
PATRON Financial Advice has appointed former Australian Financial Services State Manager, Sharon Cummins, to the newly created role of State Manager, Victoria.
Cummins, who started with PATRON in late August 2011 will be in charge of recruiting financial planners and…
PATRON Adviser Solutions
An indisputable FOFA change will be the introduction of a “right advice” duty. Structuring your processes and staff to comply with the changes is becoming increasingly more difficult and expensive.
For the cost of less than 1 full time staff member, let us;
1. Manage all your SOA’s.
2. Take over all due diligence on getting applications completed.
3. Structure your soft copy files that show a complying paper trail.
4. Set up and manage your review process.
5. Be the first port of call for all your client issues.
David Robertson – Adviser: “I have been using PATRON Adviser Solutions for my back office since the beginning and the support I receive in getting business completed and dealing with client enquiries has been extraordinary. Importantly, PATRON Adviser Solutions also ensures my business compliance is completely maintained. This has allowed me to focus on the important aspects of my business, speaking with clients and prospects, rather than being bogged down by administration issues.”
Economic Update
Please find here a regular Economic update for your information:
Happy New Financial Year!
Everyone thinks about change and making resolutions when the calendar year ends but what about the financial year end?
The new financial year is a perfect time to make some resolutions to improve your financial health. If you create simple and easy-to-follow resolutions you will be more likely to succeed.
Disasters: Looking at the economic effect
The economy today is progressively becoming more interconnected. This means a natural disaster across the globe can have a financial impact here at home in Australia. As we know, recently there has been a spate of disasters which have wreaked havoc locally and globally.
