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New Business Partner – Shereen Churchill

At ITL Financial Planning, our vision is to be best practice in everything that we do for our clients, giving them peace of mind and financial freedom.

We want to be one of the best financial planning businesses in Australia. This means we want to focus on attracting and retaining good quality clients. We specifically don’t want high volumes of clients, if we were to grow too big, we’d lose the heart and soul of the business, which is relationships.

We also believe that part of being best practice in everything that we do for our clients, is to have a clear succession plan. So, I’m very excited to be able to announce ITL’s succession plan. Shereen has become an equity partner (from 1 July 2018) following her tremendous input into the business over the last 3.5 years.

We’re both very confident in this decision with our complementary skill set, aligned values and strong focus on the business vision. We feel these same things benefit our clients as well as helping to resolve any uncertainty if something were to happen to me as the current sole owner.

Shereen and I will shortly receive the results from the recent Coredata survey and will publicising these. We will also be taking the team offsite in late July to analyse these results and as a team plan how we can continue to improve our advice and services of value to our clients.

We both look forward to the many years ahead, continuing to serve our clients.

ITL Financial Planning and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. Any information on this website is general advice only and does not take into account any person's objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision. Always obtain a Product Disclosure Statement (if applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.