The Players: The Stars

Putting your business up for sale on the open market is a daunting prospect.
Follow our financial planners as they take a risk by selling their financial advice practices.

Sam Henderson

CEO, Henderson Maxwell

Sam Henderson is CEO at Henderson Maxwell, a multi-award winning, privately owned, fee for service financial planning firm.

Dr Jim Taggart

Managing Director, Taggart Group

Jim’s career began as a teacher and Deputy Principal of a Catholic High School. Since entering the financial services industry in 1987, he has successfully developed his businesses to service nearly 5,000 clients. These businesses were operating under their own Australian Financial Services Licenses from 2004 until July 2012 when the businesses became part of the Austbrokers Holdings Ltd companies.

Brett Abikhair

Director, The Selector Group

Brett is the Director of The Selector Group. He has over 25 years experience in the finance industry, of which the last 7 years have been spent as a financial planner.

Chris Browne

Founder, Financial Design For Life

Chris, the winner of the Association of Financial Adviser’s Rising Star of the Year Award in 2007, founded Financial Design for Life in 2005. He has grown his business into a thriving financial advice practice servicing the needs of Gen X and Y.

Ian Jordan

Director, The Selector Group

Ian is the Director of The Selector Group, a diversified financial services business incorporating residential and commercial lending, insurance and financial planning, equipment finance and real estate services.

Matthew Farrell

Past Seller, No More Practice

Matthew is the principal of Five Pillars Financial Planning Pty Ltd located in Sydney. The firm commenced operations 23 years ago with Matthew at the helm since its commencement.

Zoe Shacklady

Past Seller, No More Practice

Zoe is now a Contracting Adviser and the former owner of Financial Composure Pty Ltd. She has been a Financial Adviser for over 10 years and was profiled as she sold her financial planning practice in the first series of evoTV's reality TV program, No More Practice

Featured: Opt-in draft patronising and .....

In the lead up to the launch of No More Practice Season 2, AFA CEO, Richard Klipin, takes aim ...

Latest Twitter Updates

Comments

"Productivity for busy advisers."
murray@mckinleyplowman.com.au on How very productive advisers focus only on their core business

"Agree Vanessa, finding and appointing the right Board members is critical for business growth and ..."
Steven Browning on The 3 reasons why paying a board will pay off for you

"Not only the cost of licensing, but a mountain of consumer protection documents required to ..."
Jason McFadden on How practices can build scale around SMSF offerings

Poll Question

Post FoFA, will accountants, brokers and advisers all eventually merge?

View Results

Loading ... Loading ...