Today we are pleased to announce the appointment of Violet Sabo as Senior Consultant, Advice Admin Services.
Ms Sabo joins the company to lead the Brokerage and Advice Admin Services to our managed service clients.
An important part of her role will be the support of clients using revenue tracking systems including Commpay for brokerage and payment processing.
Violet comes to Planfocus with more than 20 years’ experience in wealth management back office management systems with over 11 years specialising in brokerage and adviser relationships.
Planfocus Executive Director, Rob Corben says the appointment will further strengthen Planfocus’ capabilities as we work toward delivering a broader set of product and service offerings.
“Violet has a tremendous amount of experience helping financial planners scale and grow their business. We are excited to welcome Violet the team.”
To learn more about how Planfocus can support and supplement your advice admin team, call us on 1300 361 973 or visit our website at www.planfocus.com.au.