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SMSFA partners with wealth management firm

SMSFA partners with wealth management firm

Reporter
26 May 2016

The SMSF Association has formed a new partnership with a stockbroking and wealth management firm to provide a range of education, training and accreditation offerings.

Morgans Financial Limited, a national retail stockbroking and wealth management firm, and the SMSF Association have formed a commitment to providing various education and training programs on SMSFs for Morgans' 500 authorised representatives.

Via membership of the SMSF Association, Morgans’ advisers will participate in either the SMSF Specialist Advisor (SSA) Pathway program or the SMSF Practitioner (SSP) Pathway program and can also participate at the SMSF Association National and State Technical conferences.

SMSF Association chief executive Andrea Slattery said with the SMSF sector growing, the agreement is a natural progression for Morgans’ advisers wishing to improve their knowledge and professionalism.

“This is an exciting development for the SMSF sector. Morgans understands the importance of the SMSF market to its business, and is prepared to invest resources to ensure its advisers have the expertise to be able to better service their SMSF clients,” said Ms Slattery.

Morgans' national manager, wealth management, Terri Loy said he welcomed the opportunity to work with the association and give its advisers the professional programs required for clients.

“We have long identified the SMSF sector as a growth market for our business, so it’s essential our advisers have the specialist knowledge required to meet our clients' needs,” he said.

SMSFA partners with wealth management firm
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