Synchron’s Phil Osborne returns to Sequoia fold

Mike Taylor

Managing Editor/Publisher, Financial Newswire

13 September 2022

Former Synchron general manager, compliance, Phil Osborne has been appointed to head up Sequoia’s Libertas Financial Planning.

Publicly-listed Sequoia announced Osborne’s appointment today with the statement saying it had followed his resignation from Synchron in June and with Libertas’ founder Mark Euvrard reducing his time in the business.

It said Osborne would support the ongoing development of advisers across Sequoia’s licensees, with core consideration given to how legislative changes will impact how licensees can adapt and increase the level of services required to support advisers’ practices.

Commenting on the appointment, Sequoia managing director, Garry Crole said that he would not just be heading Libertas but would also chair the Investment Committees of the group’s AFS licensees while extending the compliance proficiency of these groups, assist the development of support services to self-licensed practices, and add tools and expertise for both the Libertas and Interprac license operations.

“With such an appointment you’re always hoping to find someone who understands the group and how it operates,” Crole said. “Phil’s previous association with Interprac (he was the initial National Practice Manager in 2011 prior to moving to the NTAA and helping establish the SMSF Advisers Network AFSL) sees him come to Sequoia with a good feel already for our business.”