New FPA Board Member joins Peloton Partners

Posted on November 12 2020

2020 has been a most challenging year for many financial planning firms in Australia adapting to COVID19 restrictions and continued industry reform. What has not changed is the importance of great financial planning advice that continues to both protect and advance the interests of clients who receive advice.

Melbourne based financial services consultancy, Peloton Partners, has seen a significant upswing in firms seeking to restructure their service, value and pricing frameworks accounting for the cost of advice for individual clients and applying profit to those costs according to CEO and Principal Rob Jones.

Mr Jones said “the increased demand for our services sees us responding to that demand and we are delighted to announce the appointment of Julie Matheson CFP® as a Principal Consultant and General Manager of our iDELIVER program.”

“Julie has the right experience, including 10 years as a self licensed adviser, and deep knowledge of the need to pair professional standards with the right commercial focus when pricing the value of advice for financial planning firms. At the heart of this focus is conviction around ensuring the right pricing outcome for businesses and their clients.

“We would also like to take this opportunity to congratulate Julie on her election to the FPA Board along with Kearsten James CFP® and Julian Place CFP®.”

Background:

Peloton Partners were founded by Rob Jones and Michael Harrison after successful careers with Shadforth Financial Group and their own financial planning practices. They each have more than 30 years experience in start-ups, mergers, acquisitions, AFS Licensing, employee recruitment, growth strategies for advisers and fostering the right culture, clients and reputation of the business.