Playing the long game and “flirting with 40s”

Gareth Colgan’s career in financial planning began when he met his wife, Amy. Or perhaps the wheels were truly set in motion even earlier than that when he left his native Belfast, armed with a degree in science and an Irishman’s thirst for adventure.

He arrived in Sydney in 1998 and chatted up his future wife at the Lord Dudley Pub in Paddington.

Her father, Guy Carrington, ran a successful planning business, Sidney Lloyd, and not long after he and Amy got together, Colgan joined the ranks.

He started off in office administration, progressed to paraplanning and was gradually given greater responsibilities.

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CoreData and Professional Planner name the 2016 licensees of the year

The director of Australian financial services for CoreData, Sean Allen, says the 2016 licensee of the year winners share some common characteristics.

“There was one consistent across the winners: a commitment to improving the productivity and efficiency of their advisers and practices, whilst ensuring that these gains also created a stronger and enduring client experience,” he says.

“The overall winners for 2016 were also able to articulate a strong narrative for the future success of their practices, which obviously resonated with their advisers.

“What differentiated the winners was that their advisers bought into the overall licensee vision, direction and business plan.”

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Two heads are better than one

The founders of Plenary Wealth tell ifa how building a non-aligned business from scratch, and as a team, has set them up to make an impact.

It was after meeting within a peer network – at a dealer group for which they were both working – that Joshua Cratchley and Julian Nowland recognised a strong alignment in their individual passions and visions for financial advice.

With the mutual desire to carve out their own destinies within the industry, Mr Cratchley and Mr Nowland set about building Plenary Wealth – the vehicle through which they would pursue their vision.

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Fortnum continues to dominate the Licensee of the Year Award due to its focus on helping advice businesses succeed.

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