Taking over a small boutique business more than six years ago, Wakefield Partners senior advisers Lynette Anderson and Scott Keeley completed a succession plan and licensee switch at the same time. With that transition settled and in the past, they believe it’s important to have their own succession mapped out.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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