Phil Osborne

Dirigere Advisory Pty Limited AFSL 524371 (Dirigere), has officially relaunched as Intelligent Planning, a boutique financial licensing offering operating through the Dirigere licence, effective 15 January 2024.

Intelligent Planning’s Managing Director, Phil Osborne said, ‘We saw a widening gap in the financial planning landscape between what today’s professional financial adviser community really wants from a licensee and what the market currently delivers. Intelligent Planning is designed to help fill that gap.’

Other Intelligent Planning founding members include Damian Grimes, a former Rothschilds UK financial adviser, who fills the role of CIO, and former Synchron State Manager and financial adviser, Matthew Wallis, who comes on board as Advice Distribution Manager.

‘Listening to our financial advice practices informed the new Intelligent Planning offer and gave us the confidence to move forward with it,’ Mr Osborne said. ‘Key elements include a flat licence pricing model, the ability for advisers to speak directly with an internal industry expert on a peer-to-peer basis and a culture of community.’

All initial founders will have equal shares in Intelligent Planning and the group is offering a further, equivalent share to be divided amongst the first wave of founding advisers.

‘We are offering our first advisers a degree of ownership in Intelligent Planning and therefore guaranteeing we hear their voices about how we operate,’ Mr Osborne said.

Practices with Intelligent Planning include Mr Wallis’ Sydney-based business, Beta Advice, Canberra-based Hayes & Co, operated by Katherine Hayes, who also sits on the Financial Advisers Association Australia (FAAA) Board, and Perth group, NOR Financial, which services the medical fraternity, owned by Shaun Clements.

‘What we have in the excellent practices we have on board, and what we are continuing to look for is good quality, forward-thinking businesses which have room to grow,’ Mr Osborne said.

Intelligent Planning will be part of Intelligent Money Partnership, an integrated financial services offer, currently in development.

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Based in Sydney, Mr Wallis has been a Synchron financial adviser for the past five years and will be selling his practice, Straightforward Financial Planning, to take on the State Manager role full-time.

Announcing the appointment of Mr Wallis at the Synchron Professional Development Day in Sydney this week, Synchron Director Don Trapnell said, “Matthew joined Synchron in 2013 and is a graduate of five Synchron NextGen conferences. He has spent his working life in financial services and has an intimate understanding of advice businesses and the issues facing advisers today, having built his own practice from scratch. We believe he has the energy and commitment to build on Paul’s considerable achievements and drive future growth for Synchron in NSW.”

Mr Wallis started his career with AON and spent eight years as a business development manager with AIG, AIA and Asteron.

Mr Trapnell thanked Mr Del Grande for almost 12 years as NSW State Manager, and 15 years as a Synchron Adviser. “When Paul took on the part-time role in July 2006, Synchron had 14 authorised representatives in NSW and $2 million in turnover. While also working in his own advice business, as at February 2018, Paul had grown adviser numbers in NSW to 85 and turnover to $11 million. That’s a success by any measure.”

Mr Wallis said, “Taking on the role is an awesome challenge. As the state with the largest population of advisers, there is lots of opportunity for NSW to grow. I have big shoes to fill and can’t wait to get my teeth into it.”

He will be working with Mr Del Grande until the end of March 2018, officially commencing duties as NSW State Manager from 1 April 2018.

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