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October 2016 | Western Pacific has changed...
What this means for us
As the financial planning profession has evolved, head office support has played an increasingly larger role in supporting advisers. To provide the required support levels, Western Pacific have over the last ten years merged with Snowball, then Shadforth and finally IOOF.
This means we are now part of Australia's largest non-bank, non-insurer financial advice company, IOOF, which has been established since 1846. IOOF owns a number of Licensed Dealers, like Western Pacific, which all use the same centralised Research and Support functions at head office.
As a logical next step, IOOF’s dealer’s licences have been consolidated into larger licence groups, to avoid duplication at the Compliance and Reporting level with our Regulator, ASIC.
Western Pacific practices have now transitioned to the dealer group Consultum Financial Advisers. Consultum is also under the parent company IOOF, and now provides our license to advise.
What this means for you
Our Osborne Park branch of Western Pacific is now called WP Financial Planners and we will provide advice as authorised representatives of Consultum. However, nothing else changes and it is all seamless business as usual. We continue to use exactly the same back office resources, and continue to provide the same levels of expert advice.
Should you have any queries or concerns, please don’t hesitate to give your adviser a call.