Succession Matters’ senior adviser Luke Towers has been appointed Partner with the Perth- based insurance advice business.
Towers joined Succession Matters in October 2020. Prior to that he was an insurance adviser based in Perth with Capital Partners Private Wealth Advisers.
Established in 2013 by Adam Smith, who is a former AFA Adviser of the Year, Succession Matters says it has been helping individuals and business owners to secure their futures with frameworks and solutions that safeguard income, wealth transfer, principal exit / succession and continuity aspirations.
The firm joined national risk specialist AFSL Bombora Advice in December 2022.
Smith noted Towers dedication to providing clients with high standards of advice and service, as well as his commitment to ongoing professional and personal development displayed since joining the practice.
He says the Partner appointment has provided the foundation for the continuity of the practice.
“It also reflects the commitment of Succession Matters to provide business owners with quality planning strategies, in particular focused on unforeseen contingencies that may result in the involuntary exit of a business partner,” he says.
