Industry heavy weight Brian Boggs has called time on his role as a financial adviser and begun a new career in advanced financial planning education.
After more than two decades as a planner Boggs has moved into a marketing and sales job at ili, a Sydney-based niche financial services education and information company.
As well as his role in marketing, Boggs, who is also a principal and shareholder with the business, will also lecture and mentor students.
“I built up a successful business. I’m delighted after 26 years to be able to hand it on,” former Association of Financial Advisers (AFA) NSW director Boggs said.
“The main thing is it allows me to contribute back to the industry. I believe that the successful advisers in the future will be the ones that chose to specialise in a niche,” Boggs said.
Boggs was formerly principal of Wise Financial Services, in St Leonards, Sydney. After Boggs was diagnosed with cancer several years ago, it was combined with Insight Financial Services and Boggs stayed on part-time.
“I want to step back from the day-to-day running of a business and be able to stop and smell the roses,” Boggs said.
Formed six months ago, ili is a content, learning and solutions provider to financial product issuers, Australian Financial Service Licensees and financial advisers with business and high net worth clients.
In conjunction with a registered training organisation, ili has developed an advanced diploma of financial services with a specialist designation in business financial planning.
“There are three million small to medium businesses out there and no-one is servicing them. It’s a $3.76 trillion market according to research by RMIT,” Boggs said.
The chairman of the board directors of ili is Ron Winch and the directors are Guy Carrington and Andrew Pavuk.
Boggs was named AFA Adviser of the Year in 2004.
