Infocus Wealth Management Limited (Infocus) confirmed the retirement of PATRON Financial Advice General Manager, Rob McCann today.
Somewhat of an industry stalwart after 44 years in the industry, McCann and leading adviser David Hasib started PATRON Financial Advice some 9 years ago. After seeing through the merger with Infocus in 2014 and the successful integration of PATRON with Infocus in 2015, McCann has decided it’s time to start the next phase of his life.
Infocus Managing Director and CEO, Rod Bristow acknowledged the contribution Rob has made to the group and the broader industry, recalling Rob’s passion for Advisers and the industry overall. “During the merger negotiations it was clear Rob was a passionate advocate of advisers and the advice industry. Our shared view of helping advisers operate better businesses in a changing world was a cornerstone for the success of the merger. The merger has been a great success for all stakeholders, due in no small part to Rob’s dedication and commitment to delivering great outcomes”, he said.
“We farewell Rob with mixed emotions” said Bristow. “Obviously it’s sad Rob will no longer be involved in the day to day operations of the business, however it’s also very satisfying seeing him looking forward with excitement to the next part of his journey”. Bristow added, “Rob will remain a Director of parent company Infocus Wealth Management Limited, so we won’t have to go too far to leverage Rob’s industry knowledge and expertise”.
Following the announcement of Rob McCann’s retirement, Bristow said “We will take this opportunity to review our operational and adviser support teams to ensure we remain at the forefront of delivering leading adviser support, while still delivering efficiency and scalability in our business. We continue to have one of the highest support staff to adviser ratios in the industry, reinforcing our commitment to helping advisers grow revenue, increase efficiency and effectively manage risk in their business”, he said.
Rob McCann’s retirement takes effect from the end of April, 2016.
For more information, contact
Rod Bristow, Managing Director and CEO, Infocus Wealth Management, 1300 463 628.
About Infocus Wealth Management
Infocus (www.infocus.com.au) is an independently-owned national wealth management group delivering financial advice, funds management, and technology solutions. The group has operations in Queensland, New South Wales, the Australian Capital Territory, Victoria, South Australia and Western Australia and provides financial advice to over 55,000 clients. In addition, Infocus directly manages eight sector-specific multi-manager funds through subsidiary Alpha Fund Managers, and licenses proprietary CRM and practice management software to support advisers with efficiently managing their business to deliver compliant financial advice.