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Showing 1 - 3 of 3 results for "Sam Zervides"

AWS swaps to boutique licensee

ANNABELLE DICKSON  |  TUESDAY, 22 JUN 2021
... of its long-term strategy to address the needs of clients in the rapidly evolving advice landscape. AWS principal Sam Zervides said his first priority is to meet client expectations through advanced technology and the latest processes to improve engagement ...

Zervides elected president of IPA Victoria

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... Victorian arm of the Institute of Public Accountants. Australian Wealth Solutions director and senior financial adviser Sam Zervides was recently elected Victorian president of the IPA; a role Zervides said he is pleased to be taking on. "I am looking ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... planners to provide more holistic solutions, a senior financial adviser warns. Australian Wealth Solutions principal Sam Zervides says financial advisers shouldn't dismiss the growing trend where upcoming generations are demanding their inheritance sooner ...
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