WHY JOIN SYNCHRON? PROFESSIONAL DEVELOPMENT Digital Version.pdf · Synchronised Business Services...
2
Synchron is one of Australia’s largest privately owned financial advisory group. Since our foundation in 1998 we have become the partner of choice for progressive advisers who provide quality advice to the professional, business and affluent markets. Unafraid to take a contrarian view and state our opinion, the company is a trusted and respected advocate for advisers in the Financial Services Industry. Like our directors, our State Managers are all financial professionals. Our philosophy is to form associations with only the highest calibre advisers. Our objective is to support our advisers to deliver best-quality advice and grow successful practices WHY JOIN SYNCHRON? WHO IS SYNCHRON? At Synchron there is a sense of belonging that can only come from working with a Licensee that thinks the way you do. As all members of the management team are financial industry professionals just like you we know what it takes to make your life easier. And being privately owned means that our advisers are not influenced towards any particular institution’s financial products or services. CLIENT OWNERSHIP Our “Adviser Owns Client” philosophy recognises that you have made an investment to build a relationship with your clients and in the event that you decide to leave Synchron you have a “free to go” clause with no nasty exit penalties. Your right to work is protected. DAILY PAYMENT OF REMUNERATION We respect your right to be paid in a timely fashion. After all, you have worked hard to acquire your business and it is not appropriate that your Licensee holds on to your money until it is convenient for them to pay you. At Synchron, when we get paid, you get paid, and we do this daily. MORE SYNCHRON ADVANTAGES An adviser friendly agreement You own your clients Freedom to choose the best investment platform for your clients Online CPD training and points management Compliance documentation that is truly “Clear, Concise and Effective” Active financial advice industry advocate Competitive fee structure Placement facilities with all major fund managers and life companies Industry software at group rates Freedom to leave without hidden restrictions Access to finance for business acquisition Highly experienced and respected management team Access to Synchron Medical insurance pathology service with referral incentive One of Australia’s largest AFS Licensees User friendly compliance documentation designed in conjunction with our Advisers Group PI insurance at competitive rates PROFESSIONAL DEVELOPMENT Our professional development program includes three adviser development days in each state, bi-annual national conferences and our award-winning annual under 40s NextGen conference to develop young advisers. We retain business strategist and industry expert Michael Harrison, our independent chair, to design state of the art marketing, adviser development and practice management programs. Our advisers are part of an ELITE GROUP (average earnings are 50% higher than the industry average) They pride themselves on their quality of service and client care. In session at Synchron’s 2016 NextGen Conference – Alice Springs Synchron’s NextGen Attendees in Darwin Synchron Executive Directors Don Trapnell and John Prossor “Our mission is to help our advisers to become more successful.”
Transcript of WHY JOIN SYNCHRON? PROFESSIONAL DEVELOPMENT Digital Version.pdf · Synchronised Business Services...
Synchron is one of Australia’s largest privately owned financial advisory group. Since our foundation in 1998 we have become the partner of choice for progressive advisers who provide quality advice to the professional, business and affluent markets.
Unafraid to take a contrarian view and state our opinion, the company is a trusted and respected advocate for advisers in the Financial Services Industry. Like our directors, our State Managers are all financial professionals. Our philosophy is to form associations with only the highest calibre advisers.
Our objective is to
support our advisers
to deliver
best-quality advice
and grow successful
practices
WHY JOIN SYNCHRON?
WHO IS SYNCHRON?
At Synchron there is a sense of belonging that can only come from working with a Licensee that thinks the way you do. As all members of the management team are financial industry professionals just like you we know what it takes to make your life easier.
And being privately owned means that our advisers are not influenced towards any particular institution’s financial products or services.
CLIENT OWNERSHIP
Our “Adviser Owns Client” philosophy recognises that you have made an investment to build a relationship with your clients and in the event that you decide to leave Synchron you have a “free to go” clause with no nasty exit penalties. Your right to work is protected.
DAILY PAYMENT OF REMUNERATION
We respect your right to be paid in a timely fashion. After all, you have worked hard to acquire your business and it is not appropriate that your Licensee holds on to your money until it is convenient for them to pay you. At Synchron, when we get paid, you get paid, and we do this daily.
MORE SYNCHRON ADVANTAGES
An adviser friendly agreement
You own your clients
Freedom to choose the best investment platform for your clients
Online CPD training and points management
Compliance documentation that is truly “Clear, Concise and Effective”
Active financial advice industry advocate
Competitive fee structure
Placement facilities with all major fund managers and life companies
Industry software at group rates
Freedom to leave without hidden restrictions
Access to finance for business acquisition
Highly experienced and respected management team
Access to Synchron Medical insurance pathology service with referral incentive
One of Australia’s largest AFS Licensees
User friendly compliance documentation designed in conjunction with our Advisers
Group PI insurance at competitive rates
PROFESSIONAL DEVELOPMENT
Our professional development program includes three adviser development days in each state, bi-annual national conferences and our award-winning annual under 40s NextGen conference to develop young advisers.
We retain business strategist and industry expert Michael Harrison, our independent chair, to design state of the art marketing, adviser development and practice management programs.
Our advisers are part of an
ELITE GROUP(average earnings are 50% higher than the industry average)
They pride themselves on their quality of service and client care.
In session at Synchron’s 2016NextGen Conference – Alice Springs
Synchron’s NextGen Attendees in Darwin
Synchron Executive Directors Don Trapnell and John Prossor“Our mission is to help our advisers to become more successful.”
Synchronised Business Services Pty Ltd (ABN 33 007 207 650) trading as Synchron AFS Licence No. 243313
An opportunity for
AUTONOMOUSFINANCIAL ADVISERSAt Synchron Our mission is to help our advisers to become more successful.
65 Palmerston CrescentSouth Melbourne VIC 3205www.synchron.net.au
OUR MANAGERS
COMPANY INFO
BERNIE FERNANDESWestern Australia
0429 904 [email protected] Box 170Mt Lawley WA 6929
JASON MILOSEVSKIVictoria
03 9328 [email protected] Box 438North Melbourne Vic 3051
GEE VASQueensland
0427 221 [email protected] Box 157Bulimba Qld 4171
JOHN BATCHLERTasmania
0418 121 [email protected] Box 877Sandy Bay Tas 7005
MATTHEW WALLISNew South Wales
0412 825 [email protected] Box 553Sutherland NSW 1499
CHRIS REGENASSSouth Australia
0401 992 [email protected] Box 3041,Aberfoyle Park, SA 5159
Synchron hosts Deputy Prime Minister Julie Bishop MHR and Parliamentary Speaker Tony Smith MHR
