On the 16th & 17th of September 2019, we held our national conference in Brisbane at the Pullman Hotel. Reflecting the continued growth and enthusiasm within our AFSL and its client first mindset, there was a strong attendance at the conference. Bob Fowler opened the conference, welcoming four new advisers, David Rae of Federation Financial, […]
FYG Planners are pleased to announce Providence Advisory Group have joined our AFSL. Providence Advisory Group are a privately owned financial planning practice operated by Simon Shepherd in Chatswood, NSW. Simon has worked in the financial services industry since 1994 and has been co-proprietor of the his own practice since 2014. Previously, Simon was a […]
FYG Planners are pleased to announce Steady Wealth Financial Planning have joined our financial services licensee. Steady Wealth are a privately owned financial planning practice operated by Jacek Klukowski in Melbourne. Jacek has worked in the financial advice industry since 2006, has a Bachelor of Business (Financial Risk Management) from Victoria University and holds a […]
How important is support to an advice business? It’s especially important – you’re outsourcing key components to your AFSL. FYG Planners is built around providing prompt and accurate support to advisers whenever they may need it. Mandy Mellor of BDO Private Wealth (Cairns) discusses quality of the support at FYG Planners.
Culture is a key aspect of FYG Planners’ value, not only through the support staff, but across the adviser network. FYG aims to employ the best support staff and have an adviser network that offers a collegiate culture. Mandy Mellor of BDO Private Wealth (Cairns) discusses adviser support at FYG Planners.