Sequoia drafts Trapnell from Synchron

Former Synchron Head of Adviser Support, Jonathan Trapnell, has joined Sequoia Financial Group to help manage the firm’s adviser education and licensee partnership programs.
His new role effective from 28 August, Trapnell spent over a ten years at Synchron with seven of them as Head of Adviser Support.
“I had such positive dealings with Sequoia and its InterPrac Financial Planning business in my previous roles, that the decision to join them was an extremely easy one,” Trapnell said.
“When they reached out to me, I was over the moon. It is a great cultural fit.”
Garry Crole, Managing Director of Sequoia, said Trapnell’s understanding of advisers and the broader financial advice community was the main reason for his appointment.
“At Sequoia, we are focussed on being a ‘licensee of choice’, delivering premium services and facilities via industry professionals who are dedicated to helping advisers achieve their goals,” he said.
“Jonathan’s appointment will further help us deliver on those goals. He understands financial advisers, he knows our industry partners, he has excellent relationship skills, and he has great adviser education program management experience.
“We are very pleased to welcome him to the Sequoia fold.”
So in other words, almost 80% of the surveyed clients have no thoughts of replacing their adviser. This is a…
Deliberate adviser blocking tactics by union super funds. Some are OK, such as ART and and Aware. But Australian Super…
Of course the SMC supports ASIC’s IDR naming and shaming proposal—this is entirely in line with its broader strategic playbook.…
Has anyone noticed that most platforms try to classify complaints as feedback instead of complaints nowadays? Even when you stipulate…
No this would be analogous with Industry Funds being named and shamed for individual breaches and incidents in IDRs and…