A powerhouse partnership emerges as Minchin Moore Private Wealth joins Securitor
Matt Englund, Head of Dealer Groups at BT Financial Group today announced that Minchin Moore Private Wealth has joined BTFG’s Securitor network.
“We are delighted to welcome Minchin Moore Private Wealth into the fold as the quality of the business is the right cultural fit with Securitor: a boutique advisory firm specialising in personalised strategic advice firmly focused on the needs of their clients. This is a coup for the Securitor Dealer Group,” Mr Englund said.
Minchin Moore Private Wealth is the result of a merger between the highly successful Minchin Private Wealth practice that is already part of the Securitor network and Peter Williams’ established Sydney based practice that operated under a different AFSL.
Peter Williams, one of the founding directors of Minchin Moore Private Wealth has 25 years experience managing a financial advice practice catering to the needs of HNW and ultra-HNW clients. In 1984 Peter was a founder of leading Sydney chartered accounting practice Williams Hatchman & Kean, now part of the publicly listed WHK group.
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Nick Mundy and Tom Jeffries, formerly with BT Financial Group, have joined Minchin Moore Private Wealth as advisers and Jenny Wong, formerly AMP and Macquarie, has been appointed as operations manager.
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When asked why they chose Securitor Peter Williams said, “Securitor is renowned as a dealer group that provides freedom within a framework for established practices that want to grow. We wanted to join forces with a dealer group that would allow us to flourish within our own business model and that provides industry leading support services.”
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Securitor recently announced that they are actively looking to build their network.
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“While we are assisting our existing Securitor practices to organically grow their businesses we are also looking to bring in new practices but it is quality without compromise. The criterion has to be met as the culture and community of Securitor’s like-minded professional advisers is core to the strength of the group,” Mr Englund said.x
