Sequoia Financial Group (ASX:SEQ) (Sequoia) has appointed former Synchron Head of Adviser Support, Jonathan Trapnell, to assist the group in managing its education and licensee partnership programs, effective Monday 28 August 2023.
Mr Trapnell is assisting with the roll-out and running of Sequoia’s adviser education programmes and managing the associated relationships with the group’s industry partners.
‘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,’ Mr Trapnell said. ‘When they reached out to me, I was over the moon. It is a great cultural fit.’
Mr Trapnell worked with Synchron for more than 10 years, 7 as Head of Adviser Support.
In welcoming him, Sequoia Managing Director, Garry Crole, said Mr Trapnell brings with him a wealth of experience and a deep understanding of advisers and the financial advice community.
‘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.’
Mr Trapnell joined the financial services industry as a frontline call centre operator with ANZ in 2006 and was first appointed to Synchron to assist then director, Paul Riegelhuth.
His appointment follows the appointment of Maria Englezakis to the Sequoia compliance team.
Ms Englezakis was also formerly employed by Synchron and, following its acquisition, by Wealth Today.