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Showing 131 - 140 of 213 results for "Synchron"

Life insurance commissions bill passes lower house

ALEX BURKE  |  WEDNESDAY, 30 NOV 2016
... remuneration from 2018 will be offset by higher ongoing remuneration, the change is still significant for many advisers." Synchron director Don Trapnell questioned whether the move towards a fee-for-service model that the bill seems to promote is valuable. ...

Erin Truscott named AFA Rising Star

MARK SMITH  |  THURSDAY, 6 OCT 2016
... Peter Hodgson from ANZ Financial Planning; Cathryn Gross from The Wealth Network; AMP Financial Planning's Brent Story; Synchron's Maritza Kriel; and Gregory Adam Bloom from Yellow Brick Road. In making the announcement AFA chief executive Brad Fox said ...

AFA Rising Star finalists announced

KERRIE SYDEE  |  TUESDAY, 27 SEP 2016
... Hodgson - ANZ Financial Planning Cathryn Gross - The Wealth Network Brent Story - AMP Financial Planning Maritza Kriel - Synchron Gregory Adam Bloom - Yellow Brick Road Erin Truscott - Financial Wisdom The winner will be announced at the AFA National ...

Synchron debuts adviser investment solution

KERRIE SYDEE  |  TUESDAY, 26 JUL 2016
Non-institutional licensee Synchron has created a new company to provide investment solutions to its advisers. Through Valant Capital, the High Wrap investment account, superannuation account and pension account will be available to Synchron's more ...

New state manager for Synchron

KERRIE SYDEE  |  WEDNESDAY, 13 JUL 2016
Leading non-institutionally aligned licensee, Synchron has appointed a new Queensland state manager following the retirement of current state manager Gerry Porter. Gee Vas will undertake the role, joining Synchron from Zurich where she held the role ...

Synchron appointment looks to the future

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
Synchron has appointed a new compliance officer in a bid to set up the non-aligned dealer group for future success. Michael Jones will commence the role in late June, joining Synchron from UBS Wealth Management where he was director of transactions ...

Synchron lands payroll tax win

KERRIE SYDEE  |  TUESDAY, 14 JUN 2016
Leading non-institutional licensee, Synchron, has won its battle on payroll tax that would have had major financial implications for Australian licensees. After a five year legal battle, the State Revenue Office (SRO) Victoria has issued a letter to ...

ASIC accepts EU of former adviser

KERRIE SYDEE  |  WEDNESDAY, 18 MAY 2016
... has accepted an enforceable undertaking (EU) of former Victorian financial adviser and authorised representative of the Synchron dealer group, Michael Melamed. The EU follows concerns from ASIC that Melamed's advice about life insurance, during the period ...

NAB partners with University of Melbourne

KERRIE SYDEE  |  THURSDAY, 24 MAR 2016
NAB has partnered with the University of Melbourne and Melbourne Business School to promote and support innovation collaboration that will further shape the future of wealth management. The partnership will facilitate the exchange of talent and ideas ...

Synchron announces LIF tech and referral arrangements

ALEX BURKE  |  TUESDAY, 23 FEB 2016
Following on from its partnership with AIA to create a Life Insurance Framework-friendly insurance product, Synchron has announced two new LIF support initiatives. The first is SyncAdvsr, a software package designed to automatically produce fee disclosure ...