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Dolfinwise announce merger

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Two prominent Brisbane-based financial planning firms will come together under a new entity as of the 1st June 2013. Cameron Renshaw & Associates has announced it will merge with Dolfinwise, entering into partnership with Dolfinwise’s founding principal Jason Bragger. Under the arrangement, Cameron Renshaw will join the merged firm but will take on Dolfinwise’s branding and licensing arrangements with Paragem. The new, enhanced Dolfinwise will manage the affairs of approximately 220 clients. We’re both committed to providing clients with high-quality financial advice, free from conflicts of interest; we certainly have the same views in putting clients first. We’re committed to building a holistic, client focused business into the future and taking advantage of the new environment to strengthen our client proposition.

 

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