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Securitor boosts adviser network

BBV Wealth Management joins network

Julie May
By Julie May
Mon 07 Jul 2008

Securitor has maximised growth opportunities along the east coast by expanding its financial adviser network.


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Bentley Brett and Vincent's financial planning division, BBV Wealth Management (BBV), has joined Securitor's national financial adviser network.

BBV's advisers are based in Coffs Harbour, New South Whales, and Nerang, Queensland.

"The two coastal regions of NSW and Queensland that we service are both experiencing a continued growth of retirees who are financially savvy and demand a high level of professional advice regarding their retirement," Bentley Brett and Vincent principal David Brett said.

"In addition, the two regions' increasing diversification and strength in their professional and business communities require an extensive range of financial solutions.

"Being part of Securitor will allow BBV to ensure we are able to deliver on the individual wealth creation and retirement planning strategies we prepare for our clients, including appropriate levels and types of insurance."

BBV has over $30 million in funds under management (FUM) and has plans to grow this number through a tailored business model, with a focus on improving profitability and client satisfaction.

"BBV run a great business with a strong client servicing culture, and their senior financial planner Warren Burt's strong and proven financial planning experience is what Securitor is all about," Securitor head Neil Younger said.

As a Securitor business, BBV will have access to the business development program Business Torque, the extensive resources of the Asgard Wealth Solutions platform including AdviserNetgain and the financial and economic insights of Advance Asset Management.

Securitor, established in 1986, was acquired by St George in 1998, and has around 450 financial planners nationally and about $14 billion in FUM.

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