In announcing the expansion plans, Wealth Enhancers’ CEO, Finn Kelly, who is also a 2011 AFA award winner, said the firm is now on the recruitment trail. “We are currently recruiting specialist advisers and are looking for passionate, driven specialists who want to be a part of a growing, team-focused firm,” he said.

The business, which 12 months ago consisted of only Mr Kelly, partner Sarah Riegelhuth and one administrative support person, now employs a team of 10.

“An acquisition made in the second half of 2011 has contributed to our growth, however much of the business success to date can be attributed to hard work from our team, our willingness as a team to take risks and organic growth,” Mr Kelly said. 

Synchron Director, Don Trapnell, said Wealth Enhancers is an outstanding example of the talent Synchron’s NextGen program has helped foster in its younger advisers.

“NextGen is a program we introduced to encourage younger advisers to join Synchron and to support their development via education, soft skills training, coaching, mentoring and leads generation,” Mr Trapnell said. “We are constantly investing in their development in order to improve the efficiencies of their practices and foster better outcomes for them and for their businesses. Wealth Enhancers is an excellent example which proves that our investment is paying off.”

Finn Kelly, Sarah Riegelhuth and Wade Tink are all graduates of Synchron’s NextGen Progam.

“Synchron’s NextGen program champions those qualities that we think are so vital to the success of of financial advice practices,” Mr Kelly said. “Those qualities are leadership, personal and professional excellence, team work, an ability to think big and a commitment to deliver only the very best in everything we do for our clients.”

The Sydney launch of the business forms part of a more ambitious plan, according to Mr Kelly.

“Our longer term goal is to be recognized as Australia’s premier boutique private wealth management firm, with a presence in all major cities in the country,” he said.

Mr Tink, who is currently the firm’s Strategic Financial Adviser, said he is looking forward to heading up the Sydney office. “The values, ideals and dreams of the firm are, I think, the way of the future,” he said.

The post Synchron practice expands to Sydney appeared first on AdviserVoice.