I’m delighted to announce some exciting changes to our business.
Firstly, on Wednesday of this week I settled on the purchase of the business of Fredrick Gordon.
Fred has been providing financial advice for over 40 years, and now that he’s entered his 9th decade (yes, that means he’s over 80 years of age) he’s decided that it’s time for him to move onto the next stage of his life
One of the key assets of the business is Sarah Blythe, and she has agreed to stay on and work with me.
Sarah has 12 years of experience working in financial services in Australia (plus more in the UK), and over the four months we have been working on this deal I have seen not only how skilled she is but the high degree of care she has for her clients. I believe the service and care you receive from us will be even better in the future as a result of having Sarah on board.
The other thing to note is that I’ve moved office. As part of the purchase, I have taken over Fred’s office
which is located on Level 9, 121 Walker Street North Sydney. This is just down the road from where I
have been. It’s closer to North Sydney station if you are coming by train, and it also saves you walking up the hill.
We’ve now got a dedicated boardroom for meetings, and I’ve got a few other plans which will improve
the way we are able to provide advice to you. I think this will make the advice process easier and help
you feel more in control of your affairs.
I look forward to introducing you to Sarah and to showing you the new office when we next meet.
