Advice firm snares mid-tier principal

Advice firm snares mid-tier principal

One NSW advice firm has appointed the wealth advisory principal of a mid-tier to support demand and boost its growth prospects.

Sydney-based Profile Financial Services named Todd Stanford as its new senior financial planner.

Mr Todd joins the firm from William Buck, where he was principal of wealth advisory. He was at the mid-tier for just shy of 10 years.

He also previously held positions at BW Capital, Arthur Andersen and KPMG.

“Todd is an extremely capable and experienced planner, with over 15 years in our industry,” Profile Financial Services chief executive Sarah Abood said.

“Our team has grown to the point where we needed more senior expertise to round out our service offering.

“We are seeing a lot of interest, both directly from individuals looking for advice and from advisers keen to partner with Profile because we are self-licensed, privately owned and experienced in building goals-based portfolios,” she added.

“For advisers in particular, the opportunity to have a greater say in their own destiny and to have real impact and engagement at a strategic level is very attractive. Profile has also made several acquisitions from planners looking to retire.”

 

Advice firm snares mid-tier principal
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