The new staff would grow WMP to 10 advisers and 28 staff available to service client needs.
P&N Group general manager strategy and corporate development, Kim Radalj, said that the search for a purchaser focused on finding a dedicated financial planning business that would share a similar values set and track record of building long-term client relationships to ensure the best possible outcome for PNFP’s financial planning clients.
“For nearly 20 years, WMP has prided itself on providing quality advice and a high standard of service to our clients,” WMP managing partner, Steve Beattie, said.
“We’ve built a strong reputation which has seen us grow to become one of Western Australia’s largest self-licensed financial planning businesses, with a focus on retirement advice and a client base of more than 1,100 families.
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