Embracing changes to Financial Planning in Warrnambool

Posted on 28/11/2016 by Les Bachelor in Audit & Advisory
Les Bachelor
Les Batchelor is the Compliance Manager for Sinclair Wilson Investment Services. He ensures our compliance with both an our Australian Financial Services License, and Australian Credit License. Les is an...

As a financial planning professional in a professional practice, I am proud of the business that we have grown and developed over many years. Sinclair Wilson Investment Services is a key component in a much larger organisation which understands the implications of change and embraces change. The Sinclair Wilson Group has positioned itself at the forefront of full professional and advisory services to clients.

At its core, Financial Planning should be client focused – aiming to employ expert knowledge, research and due diligence to leave every client in a better position than they would have been if they had not sought the help and advice of an expert. Furthermore, where advice involves an emotionally charged issue such as Aged Care, an advisor should approach their clients with compassion and empathy.

Recent legislative changes are aimed at promoting such a client centric culture across the industry at large. As such, good Financial Planners and their firms will be doing nothing less than embracing these changes. If they are already providing best practice to their clients, they will have nothing to fear from them as they will already be meeting and exceeding the conditions they impose.

At Sinclair Wilson Investment Services we have always approached financial planning with an aim to encompass best practice principles:

  • We employ conscientious and compassionate financial planners.
  • Our work is peer-reviewed while it is in progress to ensure compliance and drive the best client outcomes.
  • We hold our own full AFS License and act autonomously from product providers.
  • We partner closely within the Sinclair Wilson Group to ensure our combined client base has access to the best professional advice on any financial or business topic.

If you want to see what the future of the Financial Planning Industry looks like, you do not have to wait – we are right here in Warrnambool and we have been for years.