R2A Executive Search Services
Financial Advice and Wealth Management
Licensee Services Executive & Management
Platform and Funds Management
Superannuation & SMSF Services
Insurance Distribution
Practice Management
Key Account Management
Business Development
Xplan & Technology Specialists
For 25 years Executive Search has been at the heart of our business.
Leverage 20 years experience working with industry leaders in financial planning and wealth management.
Board, CEO and Senior Management network in major Australian & International wealth management companies.
We assist Boards and C+ Suite Executives with deep market research to build teams and strategy.
Develop your executive leadership team.
Executive Search | 25 Years Exeprience | 2500 Relationships | Board and CEO Network
Dugald Braithwaite
Principal | 25 Years Experience
Since 1998 Dugald has delivered Management Consulting Services to the Financial Planning Industry.
Experience extends to supporting local & international wealth management clients with executive search, strategy, board reporting and large scale project execution.
Management Consulting & Board Reports
Research | Strategy | Execution
Board Strategy
Assistance with go to market distribution and growth strategy.
High level market intelligence, analysis and market testing research reports.
Market Mapping
Analysis, insight and market mapping for targeted Adviser and key Distribution channels.
Remuneration Reports
Board approved remuneration reports compliant with FASEA and ASIC Guidelines.
Board Representation
Strategic growth and Adviser distribution analysis and advice.
Recent News and Articles
Robert – Senior Financial Planner
"The individual approach was exceptional. By genuinely listing to my circumstances an introduction was made to a business that matched my criteria & aspirations. Almost 10 years on I'm still here!"
Senior Financial Planner
Jim, Practice Owner
"Dugald is simply outstanding at what he does - his results reflect in the success of my business by helping us to assemble my amazing team.
Much gratitude to Dugald & R2A - highly recommended."
Jim Mills, Pratice Owner
Darren, SMSF Specialist
Dugald & Recruit2Advice are clear standouts around recruitment in the Financial Services. Dugald has been providing expert advice for 20 years now. Refreshingly Dugald will tell you what you need to know, not what you want to hear & will always be my first ‘Port of Call’ around any recruitment needs / queries around Financial Services’.
Darren Howard, Director/SMSF Specialist
