Financial advisory and wealth management firm, Profile Financial Services, has made two senior appointments to support its recent strong growth.
Jerome Bodisco has become Head of Investments. He has extensive experience across a broad range of asset classes and managers, and has long had an interest in goals-based investing. Mr Bodisco was previously a Senior Investment Consultant with NAB Asset Management.
“Goals-based investing is an area of growing focus in our industry. I was drawn to the Profile model because it is often difficult for very large institutions to make the changes required to implement such philosophies at an individual client level.
“This is essential when you are assisting people to retire and also seeking to make a meaningful pension structure that will last the length of time now required for clients,” said Jerome Bodisco.
Jerome’s qualifications include CIMA certification, Bachelor of Mathematics and Finance, and Master of Business in finance. He has over 25 years of experience in financial services and investment practice.
Profile has also hired Todd Stanford as a Senior Financial Planner.
“Todd is an extremely capable and experienced planner, with over 15 years in our industry. Our team has grown to the point where we needed more senior expertise to round out our service offering,” said Sarah Abood, Profile’s CEO.
According to Todd Stanford, “I have reached a stage in my career when I am ready to take on more leadership responsibilities. After extensive research I decided that Profile had the right balance. I felt they offered me the opportunity to be in control of my own destiny and they are also the right size: big enough but not too big!”
Todd had worked at William Buck for nine years (three years as Principal) and was previously with BW Capital, Arthur Andersen and KPMG. He is a Chartered Accountant with SMSF specialist designation, as well as CFP status and a BA in accounting and finance.
“There is a lot of talk in the industry about goals-based right now, but the challenges of implementing this approach efficiently for retail clients still demands a lot of focus and resources. We’re delighted to welcome Todd and Jerome to Profile,” said Ms Abood.
CEO Sarah Abood comments on recent growth at Profile
“We are seeing a lot of interest, both directly from individuals looking for advice, and from advisers keen to partner with Profile because we are self-licensed, privately owned and experienced in building goals-based portfolios.
“For advisers in particular, the opportunity to have a greater say in their own destiny and to have real impact/engagement at a strategic level is very attractive. Profile has also made several acquisitions from planners looking to retire,” said Ms Abood.
Media enquiries:
Sarah Abood
CEO
Profile Financial Services
e: sarah.abood@profileservices.com.au
t: (02) 9683 6422
www.profileservices.com.au