Former ANZ executive George Haramis’ financial services business, Unison Financial Group, has added three partnership firms to the business since May, with plans to recruit a further seven firms by December.
The Unison Financial Group managing director said 43 firms have signed working agreements with the business following an expansion drive earlier this year.
He said the company has a fairly aggressive strategy for the remainder of 2012.
“We’ve got 43 [firms] and there is probably another 12 to15 that we’re in serious discussions with,” Haramis told InvestorDaily.
“We are keen to have 50 by December and I think we’re in a reasonably good position to achieve that objective.
“We don’t want to go too fast because we want to make sure that the firms we bring on, we spend enough time with, deliver the engagement program and also ensure that we’re productive in the relationship.”
Unison is also focused on increasing the number of staff in its New South Wales office to aid recruitment of firms in the state, he said.
Unison has appointed ex-Perpetual senior wealth planner Kate Bowditch to the NSW office and plans to announce another appointment in the next two weeks.
“[The NSW] office is going very well. We’ve made one appointment and are about to make another,” Haramis said.
“We’re just focusing on the two for Sydney at the moment. And probably, I’d say early-mid next year, we might make another couple. We’re also looking to beef up the Melbourne office.
“It’s really business as usual. We’ve got some growth objectives to achieve and very importantly we’re keen to make sure we’re productive. And we’re beginning to see the fruits of our labour.”
Unison Financial Group was established as a result of the merger between Continuum Financial Group and Eden Wealth Management.
Prior to running Unison, Haramis held senior executive positions with ANZ and RetireInvest.
