Kevin Mayne

Elders Financial Planning Chief Executive Officer, Helen Lorigan said Mr Mayne will play a key role in expanding the dealer network and client base across the Northern Region, which consists of Queensland, the Northern Territory and the majority of New South Wales.

“Kevin offers deep experience and strong business acumen at senior leadership levels across financial planning, retail, commercial and corporate banking sectors, and is a perfect appointment to complement our talented team,” Ms Lorigan said.

“Elders Financial Planning has experienced significant growth over recent years and we look forward to that trend continuing, with our adviser network now numbering almost 80 nationally supporting clients spread across Australia, with a particular focus on rural and regional locations,” she said.

“We received interest from a number of outstanding candidates, and Kevin’s extensive knowledge combined with his proven track record of success made him the perfect selection for this critical senior role.”

Mr Mayne said he was excited at the opportunity to continue the growth of financial planning in the Northern Region and to support advisers within the Elders Financial Planning network and their clients.

“The timing is perfect to leverage the highly recognised and trusted iconic Elders brand and help Australians secure their financial future,” Mr Mayne said.

“Financial planning is incredibly complex and can be daunting for most Australians so it is more important than ever for people to work with a qualified financial planner to get the best advice available, and utilise strategies to gain the strongest investment returns for their circumstances whilst protecting assets. This will ensure Australian families continue to grow their wealth over time,” he said.

“With significant backing and resources, Elders Financial Planning is perfectly positioned to help Australians with their financial future and succession planning – and I am really pleased to be part of making that happen through my new role.”

Mr Mayne’s most recent roles were as Practice Development Manager and Acting State Manager QLD for Securitor – where he successfully worked with IFA financial planning practices to increase revenue by working with referral sources, optimising structure and financial planning technical skills. He has also previously held a range of senior Banking and Financial Planning roles with Westpac and AMP.

Established in 1995, Elders Financial Planning has advisers located in rural, regional and metropolitan locations across Australia who work with clients to understand their financial and lifestyle goals and develop tailored financial advice and long term strategies to suit.

The post Elders Financial Planning announces key Northern appointment appeared first on AdviserVoice.

Albert Di Sabatino – Elders Financial Planning

Elders Financial Planning has announced the appointment of Albert Di Sabatino as Regional Manager, West, as a key element of its expansion activity across Western Australia.

Elders Financial Planning Chief Executive Officer, Helen Lorigan said Mr Di Sabatino would play a key role in the recruitment of high quality financial advisers, as well as providing support to existing advisors within the Elders Financial Planning network.

“Elders Financial Planning is in an exciting stage of its development and Albert comes to the role with nearly two decades in the industry having previously worked in senior financial advisory roles at a number of financial industry groups,” Ms Lorigan said.

“Albert brings with him a strong understanding of the day-to-day challenges faced by advisors from an advice and business development perspective as well as an awareness of practice management issues,” she said.

Mr Di Sabatino began working in the financial services industry in 1995, commencing as a Financial Adviser with Andep Investment before moving to Godfrey Pembroke as a Senior Financial Planner, has held senior roles at HBF Financial Planning, RAMS Home Loans, PIS and most recently was the WA State Manager for WealthSure.

Mr Di Sabatino said he was looking forward to growing the existing adviser businesses and driving Elders Financial Planning’s adviser growth objectives.

“Elders Financial Planning clients in Western Australia can have confidence knowing that they will continue to be supported by the local team, with the additional backing of a strong and sustainable national business network,” Mr Di Sabatino said.

“I plan to work with our WA advisors and focus on key markets of Agribusiness, SME and Family Business, High Networth Individuals and Self-Managed Super Funds, and with a proven track record of servicing and supporting clients I believe Elders Financial Planning will continue to go from strength to strength,” he said.

The post Elders Financial Planning announces new senior appointment for WA appeared first on AdviserVoice.