Hear from an adviser
Marc Gleeson
Director
AJ Gleeson Pty Ltd
Director
AJ Gleeson Pty Ltd
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Transcript of Video:
I think there was a number of reasons why we looked at Securitor. I guess there were various options available to a firm such as ourselves, from self licence through to boutique dealer groups and then the larger dealer groups. At the end of the day, there was a number of attributes that Securitor had that impressed us. One was the ethos of the business, and the camaraderie of the advisers, which is something that we were previously used to but it had dissipated. We obviously were very impressed with their back office resources, in terms of investment advice and IT services. And I guess the can-do attitude, so if problems popped up, that they were quickly sorted.
Hear from Securitor
Adrian de Silva
National Manager,
Dealer Group Distribution
National Manager,
Dealer Group Distribution
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Transcript of Video:
How do we actually select advisers to join the network? What we tend to do is it's really important for the advisers to do due diligence on us, as in turn for us to do due diligence on them. We want them to know what to expect when they join the network and we want to be able to make sure that they're meeting our criteria. The brand is very important to us and we want to make sure that people who are in the network are actually improving that brand and not a risk to my business.
The Securitor differenceQuality
At Securitor, we strive to be leaders in everything we do. Our network is made up of some of the country’s highest performing financial advice businesses that share our reputation for excellence, and our commitment to quality advice.
Our aim is to not only support, but inspire you – to take pride in and enjoy what you do. We’re about:
- Helping you to achieve profitable and sustainable growth for your business
- Giving you more time with your clients through greater efficiency
- Delivering comprehensive and clear compliance support
- Anticipating and meeting all of your clients advice needs
- Promoting and leading quality initiatives in the industry
