Smithink’s David Smith has been appointed Chairman of FPT Wealth, which offers accountants an simpler option as they approach the licensing deadline
FPT believes most accountants without licensing plans don’t want to go back to school and are looking for an alternate solution
Smith was drawn to its FPT WealthBox business model which keeps the client under the control of the accountants, avoids institutional involvement and the compliance burden
FPT believes that most of the remaining accountants without licensing plans in place don’t want to go back to school and are looking for an alternate solution
FPT Wealth is pleased to welcome respected accounting professional David Smith as Chairman.
“David has had a long and distinguished career working with the accounting industry, including a partner role at PKF (now BDO). He is also past President of The Institute of Chartered Accountants in Australia (now Chartered Accountants Australia+New Zealand)”
“As our limited licensing solution for accountants, FPT WealthBox, gains further traction, we believe David’s extensive experience and leadership will assist greatly with our growth and continuing market penetration. FPT WealthBox is a credible answer for accountants who do not wish to become licensed planners but want to retain they key client relationships while their clients receive excellent wealth advice, said Tony Bates, Director, FPT Wealth.
David Smith is founding director of Smithink, which focuses on business management, strategy and process innovation.
FPT Wealth also appoints James Malcolm, Director Practice Development
FPT Wealth is also pleased to announce the appointment of James Malcolm as Director of Practice Development.
James has a great deal of commercial experience and has worked with many of the organisations that make up Australia’s Top 100 accounting firms. His roles will include Client Partner acquisition, implementing the FPT WealthBox solution and assisting our Client Partners to maximise the benefits, cashflow and equity value of their wealth advice services.
James has spent the last 26 years advising accounting firms on how to increase practice productivity and profitability through the effective use of software platforms and improved service delivery models
His qualifications include MCom Accounting & Finance (Macq), B Ag Sc (UWS), Grad Dip Accounting (UTS) and ASA.
Source: FPT Wealth
