Former Cbus advice head launches referral program

By Kanika Sood | Financial Standard | Friday, 8 May 2020 12:28 pm

Cbus’ former head of advice Greg Harper has launched a national referral program, looking to connect superannuation funds, accounting firms and other service organisations with financial planning groups.

fpCentral™, offered by Harper’s firm FASI, will connect the two sides via an online login that allows advisers to manage referrals, reporting and operational processes.

FASI is accepting registrations of interest on their website.

Harper said the program will cater to mass participation from both the supply and demand side of financial planning.

FASI fpCentral™ is underpinned by thorough due diligence, expertise and an unrelenting focus on quality to ensure that we achieve sustainable long-term success for all service participants and stakeholders,” Harper said.

Ultimately, it is all about providing efficient and professional financial advice services in the best interest of the member or client every time. It is the foundation for success.”

Harper led Cbus’ advice and retirement services for over 16 years, before leaving in October last year following an internal restructure.

During his time at Cbus, Harper pioneered Cbus’ adviser referral program with the Financial Planning Association of Australia in 2014 for specialised advice that went beyond the intra-fund advice remit.

In November 2019, he launched his own firm called FASI, aiming to work with superannuation funds, dealer groups or licensees, professional associations, regulatory bodies and political stakeholders on developing better advice models.

The firm has since added Paul Pellegrino as a non-executive director with effect from 22 April 2020.

Pellegrino is the founder and managing director of Partners In Planning Group.

Top