Nick Brinkworth General Manager, Wealth Vision Financial Services Pty Ltd (at time of writing) Nick Brinkworth has been working in the financial services industry for over 10 years in a range of roles across both retail funds management and financial planning. Nick started off as a BDM at BT Funds Management in Brisbane in 1994, before moving to Sydney to become a practice development manager at Garvan Financial Planning in 1998. In his work with more than 50 adviser practices at Garvan, Nick came to the conclusion that success in financial planning is not just about getting the systems, processes and technology right - it is about building a business that can survive and grow long after the original owners have departed. In his capacity as national manager, partnerships and acquisitions, Nick is now responsible for helping ipac achieve its growth plans by working with advisers to build and implement flexible succession strategies. Nick is CFP qualified, has a Bachelor of International Business from Griffith University and a Graduate Diploma of Applied Finance and Investment through the Securities Institute.
NICK BRINKWORTH | MONDAY, 1 JAN 2007 While most practices may not have a written succession plan, many principals would have an idea about how they plan to sell their business. These theories or myths often end up in a disappointing outcome with the reality being very different to the ... Read more PAGE: 1 |
Latest News
Calls for a simplified path to financial advice
Financial Advice Association Australia (FAAA) chief executive Sarah Abood said she supports recent proposals around adviser education from the Joint Associations Working Group (JAWG) because "we need far more people with these qualifications" and the current system isn't supporting that need.
ANZ transfers Will bank to Equity Trustees
ANZ Bank will hand over its 6000-strong Will bank to Equity Trustees, following a decision to cease estate planning services from July.
Budget 2024: Stage 3 tax cuts to take effect July 1
The Stage 3 tax cuts will go ahead as planned after the Albanese government made some adjustments to help those struggling with the cost-of-living crisis.
Budget 2024: Cost of living relief takes centre stage
From tax cuts to investment into financial support services, the Federal Budget aims to reduce cost-of-living pressures for Australians.
Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.