The Wealth West client base has been acquired by Wealth Plus & Stuart Griffiths the new adviser in Albany.
Trevor Garland is being contracted back as the business development manager for Wealth Plus in Albany.
Below is a letter to clients from Trevor Garland which outlines the details of this change. We wish Trevor all the best in his tradition into retirement and for his decades of service.
“It is with great pleasure that I advise you that after 42 years in this industry, I have commenced my plan to transition to my retirement.
Wealth Plus Solutions, a West Australian owned Financial Planning business since 2003, has purchased Wealth West and is remaining in our Elders office in Albany.
Stuart Griffiths, one of our Albany locals, has been a successful financial planner with over 15 years of experience and has just recently finished his service with Commonwealth Bank Financial Planning.
He will be joining the Wealth Plus Team to assist with your ongoing Financial Planning requirements.
I have been waiting patiently for the right time so I could pick the right person that I personally trust to look after my valued clients/friends.
As my successor, I have no doubt that Stuart will continue to provide you with a high quality of service and assistance. I look forward to introducing you to Stuart over the coming months.
I will still be involved in the business as the business development manager but not in an advisory capacity. However, everything will remain business as usual for you and the transition will happen automatically.
The office numbers remain the same 08 9842 7925 and Carol and Katie will remain our office contacts.