AdviserVoice

From the Source

Integra Financial Services joins MLC owned, Garvan Financial Planning

Integra Financial Services Pty Ltd (“Integra”) is pleased to officially announce that as of 1st August 2011, they have joined the MLC owned dealer group, Garvan Financial Planning.

The move comes after 14 years with the dealer group, Charter Financial Planning, who is owned by the AMP Group as a result of the recent merger with AXA Asia Pacific Holdings Limited. Integra has met their 90 days notice of termination period requirement with AXA/AMP and have officially
become authorised representatives under Garvan.

In response to the proposed Federal Government’s Future of Financial Advice (FoFA) reforms and the acquisition of AXA by AMP, Integra took the opportunity to review the offerings that are available in the market place in preparation for future growth and industry change.

Deborah Kent, Managing Director of Integra said ”With the proposed changes under FoFA along with consumer education around fees, commissions and volume based bonuses, it was important to us to align our business with a Licensee who fits our business model and will partner with us into the future, embracing industry change and assisting in building good advice businesses.”

“We were very impressed by the increased range of services, products and resources that will not only benefit our valued clients but will also extend to our business partner network” Deborah Kent said.

Latest Articles

Exit mobile version