Sequoia Financial Group has announced the appointment of three key executives that the firm says will bolster the support of the frontline services the group provides its national advice network.
Managing Director Garry Crole says, in a statement, that Sequoia is focussed on providing multiple services to its advice community that are delivered by industry professionals with extensive financial services industry experience and expertise.
“Our objective is to utilise scale to drive down the cost of providing advice and the recent acquisition and incorporation of Docscentre Legal (previously known as Topdocs Legal) is… confirmation of Sequoia’s commitment to enhancing its adviser focussed services and mission.”
The three new appointments are:
Barry Strapps: Regional Manager for South Australia and Western Australia. Strapps joined InterPrac Financial Planning last year and has had an extensive career with Centrepoint, Asteron and AMP assisting advisers and accountants to build their businesses. He will be based in Adelaide.
Paul Griffiths: Regional Manager for Victoria and Tasmania. Prior to joining InterPrac Griffiths was a Regional Manager at Centrepoint and acknowledged for his experience in helping practices improve efficiency and boost long-term business success. He will operate from InterPrac’s Melbourne office.
Jaclyn Bazin: InterPrac’s Adviser Technology Consultant. She has more than 14 years industry experience and expertise in Xplan and in creating efficiencies by aligning advisory business processes with software solutions. Before joining InterPrac, Bazin was the Senior Advice Technology Consultant at Queensland-based Enzumo. She will continue to be based in Brisbane.
Crole says Sequoia will continue to seek acquisition opportunities of financial advice and wealth management businesses that are cashflow positive, profitable and merging them into the group.
Currently, Sequoia has more than 20 businesses spread across four divisions – wealth, professional services, equity markets and direct to consumer.
