Sequoia Financial Group has appointed the former Synchron Head of Adviser Support to assist the group in managing its education and licensee partnership programs.
The firm says that Jonathan Trapnell is assisting with the roll-out and running of its adviser education programmes and managing the associated relationships with the group’s industry partners.
Trapnell worked with Synchron for more than 10 years, seven as Head of Adviser Support.
He says positive dealings with Sequoia and its InterPrac Financial Planning business in his previous roles meant “…the decision to join them was an extremely easy one. When they reached out to me, I was over the moon. It is a great cultural fit.”
Sequoia Managing Director, Garry Crole, says Trapnell brings with him a wealth of experience and understanding of advisers and the financial advice community.
“At Sequoia, we are focussed on being a ‘licensee of choice’, delivering … services and facilities via industry professionals who are dedicated to helping advisers achieve their goals,” he says, adding that Trapnell’s appointment will help the firm deliver on those goals.
“He understands financial advisers, he knows our industry partners, he has excellent relationship skills, and he has great adviser education program management experience.”
Trapnell joined the financial services industry as a frontline call centre operator with ANZ in 2006 and was first appointed to Synchron to assist then director, Paul Riegelhuth.
His appointment follows the appointment of Maria Englezakis to the Sequoia compliance team. Englezakis was also formerly employed by Synchron and, following its acquisition, by Wealth Today.
Well done Jack
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