LATEST NEWS - 11/06/2019
Money Options / Pinnacle update
It’s a common saying these days that the constant in an ever-changing world is change itself. We are rebranding back as Money Options this June 2019.
There were many positives from a customer perspective when we joined Pinnacle and we made some fairly significant sacrifices as part of the merger. Most of the positives proved correct, however what we were not able to foresee were the other partners choosing to take their businesses in different directions after such a short period of time.
As frustrating as this is, we’re confident that it is in the best interests of our clients and staff to go back to our roots by reverting to our previous business name and branding. We will continue to use the current financial services license through PWM Adviser Services (the current Pinnacle license) however we, Money Options, have applied with ASIC for a new license and hope to have that in place before Christmas.
There is no impact for any of our clients other than a location change. In fact, you can be assured that our aim to exceed your expectations with respect to customer service and return on your investment will remain unchanged. We have employed some additional resourcing to help us through and make sure the transition is as smooth as possible and ensure we remain compliant with existing and developing regulatory expectations.
The change to Money Options branding will take place slowly over the next few weeks. We aim to begin operating out of the new office from 17th June (all going well).
Thank you for your continued support. I hope to catch up with everyone in our new ‘Money Options” office in the near future.
Details of the new office and our team contact details are below but please contact me if you have any concerns or questions about the new arrangements. I have also included a brief market update at the foot of this message, and we will aim to have our newsletter out shortly also.
David Harrison
Mobile: 0412059227
david@moneyoptions.com.au
It’s a common saying these days that the constant in an ever-changing world is change itself. We are rebranding back as Money Options this June 2019.
There were many positives from a customer perspective when we joined Pinnacle and we made some fairly significant sacrifices as part of the merger. Most of the positives proved correct, however what we were not able to foresee were the other partners choosing to take their businesses in different directions after such a short period of time.
As frustrating as this is, we’re confident that it is in the best interests of our clients and staff to go back to our roots by reverting to our previous business name and branding. We will continue to use the current financial services license through PWM Adviser Services (the current Pinnacle license) however we, Money Options, have applied with ASIC for a new license and hope to have that in place before Christmas.
There is no impact for any of our clients other than a location change. In fact, you can be assured that our aim to exceed your expectations with respect to customer service and return on your investment will remain unchanged. We have employed some additional resourcing to help us through and make sure the transition is as smooth as possible and ensure we remain compliant with existing and developing regulatory expectations.
The change to Money Options branding will take place slowly over the next few weeks. We aim to begin operating out of the new office from 17th June (all going well).
Thank you for your continued support. I hope to catch up with everyone in our new ‘Money Options” office in the near future.
Details of the new office and our team contact details are below but please contact me if you have any concerns or questions about the new arrangements. I have also included a brief market update at the foot of this message, and we will aim to have our newsletter out shortly also.
David Harrison
Mobile: 0412059227
david@moneyoptions.com.au
