MQ Financial Services (MQ) has offices in Upper Mount Gravatt, Gold Coast and Kawana. MQ has 14 authorised representatives providing strategic, quality advice. They currently manage $600m and have a target to grow revenue by more than 300 per cent. 

Watts has over 30 years in banking and wealth management with his most recent role being  ten years as CBA’s area manager retail sales and service for the far north coast of NSW and prior to that he was with Westpac for over 20 years in various roles covering financial planning, insurance and sales. 

When asked why the boutique firm had taken the plunge and appointed a CEO Watts said “Essentially MQ is a group of highly successful planners each in their own right but collectively they recognised that they needed a corporate overlay to take their business to the next level. 

“Our mission is simply to be regarded as Australia’s finest boutique private wealth practice,” he added. 

Matt Englund, head of dealer groups at BT Financial Group said “This is a smart move by MQ – investing in their business and getting set for success. 

“BT Financial Group is committed to supporting our aligned practices to grow and develop their businesses no matter which model they choose,” Mr Englund added. 

MQ operates under the Magnitude Dealer Group license which is part of BT Financial Group.

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Deborah Potts, National Manager Magnitude, said the conference theme reflected their strategy of learning and working together towards a more efficient, transparent and client-focused industry.

“By sharing our practical and theoretical knowledge and merging our experiences we will successfully enhance our own businesses, the collective business of Magnitude, and the financial services industry,” she said.

“The program‟s combination of expert plenary, workshop and discussion forums includes external inspirational speakers John McGrath and Matt Church as well as risk expert, Chris Unwin.

“It also allows for the greatest amount of knowledge transfer, skill building and tips with sessions including maximising client engagement, exploring the right pricing options for a business‟ operating model and advice on how to spend your marketing dollars wisely.”

Deborah said Magnitude has been successful in building a highly productive dealer group from a standing start and believes their growth will come from advisers looking for a dealer group that supports them from a start-up proposition to an established practice.

“We believe we can match current and future advisers‟ service expectations and delivery experience, and offer the right ‘value-add’ services to help advisers grow their business,” she concluded.

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