Platinum’s group of companies has been in operation for almost 12 years, recently adding wealth management to its suite of client services. 

Premium CEO, Paul Harding-Davis, said Premium wasvery pleased to expand its Queensland reach and welcome Platinum to the Premium group. 

“We are actively growing our firm through alliances with firms that want the support of dealer network, but also wish to remainfree of institutional ownership.  Platinum is our second Queensland alliance in as many months, with Meridien Wealth Management joining us in August.  We are very pleased to welcome Platinum to the group and look forward to a long and mutually beneficial relationship, for both our businesses and clients.” 

Platinum Principal, Robert Kirk, said the firm had looked at a number of dealer groups and found that Premium was the best fit for its business and clients.  

“We were looking for a group with similar depth of knowledge and focus on holistic financial management, rather than simply selling life insurance or other products.  As Premium was founded by accountants, we were attracted to the focus on training and qualifications that the group holds.  Additionally, as Premium operates on a fixed rate and is not driven by volume or funds under advice fees, it made a better fit for our business.” 

Mr Harding-Davis said he anticipated that the recently announced accountants licencing program will also lead to additional recruitment in the near future. 

‘We will offer the three tiers of licencing and the support services that go along with it, such as monitoring, audit and training.  Additionally, accountants will need to be RG146 compliant, so we provide access to the necessary training packages, along with a sensible pricing model.  As most of our advisers are part of accounting firms, we also offer significant advantages with our collegiate approach to knowledge sharing. We believe the referral opportunities this will create will also be of significant value for the advisors in our network.”

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