Our commitment to supporting and developing the next generation of advisers aims to ensure high quality advice is delivered for our clients and community long into the future.We recently welcomed Matt Kennedy into the advice team following a stint in our Client Service team, as he has now progressed to his new role of Associate Adviser, as he embarks on his Professional Year (PY) development. We’re excited for Matt as he kicks off this exciting new chapter in his career.
To that end, we would like to inform our clients that Daniel Clarke is now supervising Matt as a future entrant to the Financial Planning industry. As required under section 921F of the Corporations Act 2001 and section 10(5) of the Corporations (Work and Training Professional Year Standard) Determination 2018, we are required to provide you with this notification along with the following details:
- Professional Year Supervisor: Daniel Clarke
- Professional Year Supervisor Contact details: dan@priorityag.com.au
- Person undertaking work and training: Matthew Kennedy
As part of Priority Advisory Group’s interactions with you, Matthew may get involved with the advice process. Despite any involvement they may have with you, Daniel Clarke and Priority Advisory Group remain responsible for any personal advice provided to you in relation to financial products and/or services. Should you wish to discuss the above feel free to contact Daniel Clarke.