CoreData and Professional Planner name the 2016 licensees of the year

on 08 June 2016
Created: 08 June 2016

Awards were announced on Monday at the Professional Planner Dealer Group Summit in three categories – independently owned, institutionally affiliated and institutionally branded – and from these categories the overall Licensee of the year was named.

Independently Owned Licensee of the Year (joint winner) – GPS Wealth
(Finalist: Dover Financial Advisers.)



Grahame Evans, managing director of GPS Wealth, says taking out the top gong for consecutive years reflects the group’s commitment to helping advisers to deliver quality, professional advice; and its hands-on approach to helping advisers grow their businesses.

“In every area of advice, we’re developing solutions to deal with the issues advisers are facing,” he says.

“A key strength of our value proposition is that we strive to get advisers in front of new clients but that’s not where it ends. We give them the systems and processes, training and coaching to effectively engage with clients and build successful, long-term relationships.”

Evans describes GPS Wealth as a “client engagement specialist”.

“The client is the focus of everything we do and as a result, we ensure that our advisers have all the support they need to help the client,” he says.

Evans says the dealer group of the future will be one that can survive, and indeed thrive, if the licensing component was taken out of the equation.

“Dealer groups need a proposition that’s so strong and so compelling that advisers will pay for it even if the regulator removed the requirement for advisers to be authorised by an AFSL,” he says.

“Also advice will increasing move away from having an investment focus towards a psychology focus, so licensees will need to help advisers gain a deeper understanding of clients’ needs.”

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