Approaching its 30-year anniversary, Securitor represents a sustainable and innovative partner for planning practices with strong business acumen and compliance, often with links to the accounting industry, that are looking to surround themselves with like-minded practices.

Mr Fisher says he is especially proud to lead a business with such a strong history. “Securitor is a strong brand in our industry, testament to the peer-to-peer sharing of ideas, innovation and leaning in that characterises all the advisers who partner with us.”

Mr Fisher, who has worked in BT in a range of roles for the past six years, joined Securitor in January 2014 as the State Manager for New South Wales and Queensland. Prior to this he was State Manager of Westpac Financial Planning in Queensland and Head of Bank Distribution for BT.

“I bring to Securitor a passion for financial planning and the profession, a strong focus on execution and doing the things we say we are going to do and a real focus on the client and outcomes that our advisers provide.”

According to the BT Financial Group’s General Manager of Group Licensees, Mr Phil Butterworth, Mark’s appointment is the next step in the group’s growth.

“Mark’s appointment reflects the great momentum we currently have across our aligned advice channels to ensure all of our advisers can work in an efficient and sustainable manner while delivering trusted and valued financial advice customers need.’

Securitor continues to lead the industry in terms of helping practices be the best they can be, supporting advisers so they can deliver great customer outcomes, and to build a reputation the industry can be proud.

“I am very optimistic about the future of the financial advice industry,” says Mr Fisher. “I am excited to be leading a group of professional financial planning businesses with high standards of governance and compliance, who are passionate about the client experience and are committed to innovation and execution.”

Mr Fisher holds a Bachelor of Business majoring in accounting and banking/finance, a Masters of Financial Management and Diploma in Financial Planning. Securitor currently has more than 400 financial advisers in its network split across more than 200 practices all around Australia.

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Matt Englund

Securitor has been ranked by advisers as the best dealer group in the financial planning industry, according to research published by Investment Trends 2013 Planner Business Model Report.

Measured by Net Promoter Score or NPS, Securitor has the highest level of advocacy from its planners with an NPS of +49%. This is based on the level of support, flexibility and proactivity advisers believe they are receiving from Securitor.

A high NPS indicates advisers have a high regard for their dealer group as well as high satisfaction levels with the services they are being provided.

“This is a great result for our advisers we support and for their clients,” says Mr Matt Englund, Managing Director of Securitor and Licensee Select.

“Our number one focus is to support advisers and help them deliver the best solutions for their clients. It is terrific that planners believe we are helping them achieve this.”

Investment Trends conducted the research from April to May this year. The research included 1141 surveys completed by financial advisers, RG 146 compliant accountants and dealer group managers who give advice.

Advisers were asked for their feedback on a number of topics including dealer group’s support on software and processes, business development, new clients, staff and client retention, research and IT.

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Matt Englund – Managing Director – Securitor

Securitor has launched a social media capability for advisers across Twitter, YouTube and LinkedIn, providing advisers with another tool to help engage with their clients and their community.

This highly tailored social media offering helps advisers use social media effectively, as well as to drive new opportunities for growth.

It also assists in the provision of content to help support the delivery of ongoing service to clients.

Securitor managing director Mr Matt Englund says Securitor’s social media strategy has been built with the deliberate goal of bringing its value proposition to life.

“Our business is built on the value of community, connecting a community of like-minded professionals. For Securitor, social media is about cementing our adviser relationships, expanding our community of influence, and encouraging transparency by demonstrating the value of advice.”

Securitor’s social media solution has a clear strategy with a focus on sustainability. For this reason it was developed in house using industry expertise of clients needs while leveraging the scale and resources of BT Financial Group to implement.

“I think many advisers have been wondering about social media and wanting to get involved, but have not known how,” says Mr Englund. “This has led to an ad hoc approach by both dealer groups and practices.”

Securitor’s social media approach addresses these issues through social media training which involves webinars and masterclasses as well as policies and etiquette guides so advisers can implement a social media strategy for their own businesses.

This launch follows a redesign of Securitor’s website and the launch last month of its ‘Facts and Figures’ app to provide advisers with up-to-date information for client meetings and to facilitate better client conversations.

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The tools are two of several initiatives rolled out by Securitor this year to give its advisers an even stronger and better-resourced offer.

The first tool helps advice businesses budget and project the results they want to achieve in their business and monitor how they are tracking against these targets.

According to Securitor’s Managing Director Matt Englund, in a tough market planners are looking for market-leading services tools and support that will help them achieve their business potential and the best results for clients.

“Advisers are telling us they want to step it up, and that with our help in developing the right services, tools and programs, we are helping them do this.”

He adds: “They know, with our experience and reliability, we can deliver them what they need. They trust us to listen to their needs and respond.”

Feedback from business leaders and advisers about the tool highlights better decision making and staff engagement, as well as richer information to use when engaging with financiers.

“All the business productivity surveys point to a direct correlation between managing the financials of a business and achieving success. This tool helps advisers bridge that gap,” says Mr Englund.

In another initiative, Securitor has partnered with industry consultant Bstar to provide advisers with a comprehensive business valuation methodology. This gives business owners in-depth insights around their service delivery, client propositions and profitability.

Mr Englund says by working closely with their Practice Development Manager, advisers can implement an action plan on how to increase the value of their business, further maximising the benefits of both of the above initiatives.

“This program is about taking control,” says Mr Englund. “By using metrics, and having business leaders coached, they are more empowered to achieve business success.”

These initiatives follow the release of two very successful programs launched earlier this year. The first was a pricing program to help businesses more accurately assess the value of their advice and ensure they price fairly for it. The second was the Accountants Offer released in June for accountants looking to provide advice in the new regulatory landscape. This offer encompasses a comprehensive education program to support accountants wanting to enter the financial planning arena.

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The key information that advisers will be able to access includes:

• equity research via eQR Securities
• annual capital markets view
• detailed and summarised quarterly capital market updates
• monthly economic/market updates
• periodic thematic papers
• sector papers
• detailed monthly product commentary that supports the Securitor Select List
• model portfolio information and reporting
• approved product lists
• podcasts
• calendar of market events

While the site is targeted to meet the investment and product needs of advisers, selected information from the site can also be provided to clients to assist them with client education and information delivery.

“We are in a dynamic operating environment – advisers need access to timely high-quality research to meet the needs of clients. Investors are closely tuned to market fluctuations and as a result are playing a more active role in their portfolios. Advisers need insightful commentary at their fingertips – this site has been designed to meet the needs of our aligned practices and their clients,” said Matt Englund, head of dealer groups at BT Financial Group.

The site provides access to eQR Securities which combines the strengths of over 200 professionals including economists, strategists, portfolio managers and analysts across BT Financial Group’s internal and external network and strategic research partnerships. eQR research provides access to research on over 200 securities across the S&P/ASX200 index.

Piers Bolger, head of research and strategy at BT Financial Group who has responsibility for delivering this service to Securitor practices said, “The way we provide research material and share insights has evolved since the GFC. Now there is a bigger appetite for in-depth market and product information to assist advisers in their discussions with clients.

Being able to deliver a research service that is easily accessible and provides a constant information flow to advisers, highlights that Securitor continues to build on its value proposition to advisers”, he added.

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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

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