FYG Planners are pleased to announce Prosperity Planners have joined our financial services licensee.
Prosperity Planners are a privately owned financial planning practice operated by Christopher Bailey in Chadstone, Victoria.
Chris holds a Diploma of Financial Planning from Kaplan, and a Bachelor of Commerce from Swinburne University of Technology.
Chris joined the industry in 2018, with a strong family background in the financial advice industry.
On looking for an AFSL to partner with, Chris found that FYG came with the highest reputation.
“For me, when determining which licensee to choose, the advocacy for FYG amongst those in the industry that I greatly respect spoke volumes.” Mr Bailey said.
“Naturally, as a financial planning business owner you expect your licensee to be adequately resourced to meet ongoing compliance and business hygiene needs.”
Importantly, FYG’s investment beliefs were wholly aligned with those of Prosperity Planners.
“It’s not often that you come by a group that promotes an investment methodology that is based on sound principles and academic rigor”. Mr Bailey said.
“I’m of the belief that this approach is the only way a true fiduciary can manage clients’ money if they take their best interest duties seriously. The evidence for this is overwhelming. Knowing that we share these values in common made it an easy choice.”
FYG Planners General Manager Andrew Wootton said it was great to see an adviser striking out on their own, bucking current industry trends.
“There’s obviously a lot of experience leaving the industry at the moment, so we’re really pleased to see a newer adviser starting a business and we’re keen to foster that talent.” Mr Wootton said.
“Chris has a strong background and is starting from a good place, with a fiduciary mindset and an evidence based investment philosophy.”
“Chris has some strong mentors so we’re keen to see his progression, and we’re a collegiate group, so he’ll be able to link with our adviser community in Melbourne for further study and learning opportunities.”
Investors looking for high quality advice in Melbourne can find Chris at Prosperity Planners.
