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Showing 11 - 20 of 56 results for "AFA Adviser"

AFA launches conference program

JAMIE WILLIAMSON  |  WEDNESDAY, 16 AUG 2017
... life insurance. The AFA's suite of awards will be presented over the course of the three day conference, with the AFA Adviser of the Year and Practice of the Year to be awarded at the annual gala dinner, supported by Zurich. The AFA National Adviser ...

La Trobe gains new ground on aged care

MICHELLE BALTAZAR  |  THURSDAY, 12 JAN 2017
... accreditation courses on aged care regulation, social services and estate planning. David Reed, winner of the 2015 AFA Adviser of the Year, is focusing his efforts on retirement coaching. Early this week, Financial Standard also reported that the next ...

Aussie advice firm sold to US risk manager

DARREN SNYDER  |  THURSDAY, 5 JAN 2017
... Financial Advisers (AFA) named Complete Financial Balance as the inaugural Practice of the Year. Campbell received the AFA Adviser of the Year Award in 2009. Founded in 1989, Complete Financial Balance offers wealth management and employee benefits consulting ...

Non-aligned advisers gifted growth opportunity

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
... aligned to institutions have been afforded the opportunity to provide good, strategic advice as a result of misconduct. AFA Adviser of the Year Darren Johns agreed, citing the various scandals that have plagued the industry this year such as CommInsure. ...

The best marketing is no marketing for advisers

MARK SMITH  |  TUESDAY, 11 OCT 2016
... or even videos - of advisers with happy, smiling clients can also really help. The consultant also invited former AFA Adviser of the Year Jenny Brown and Al Ramos, the founder of accountancy practice Chess, to offer their practical tips for delegates. ...

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
Darren Johns from Align Financial has won this year's AFA Adviser of the Year Award and Henderson Maxwell is the AFA Practice of the Year. Now in its fourteenth year, the AFA Adviser of the Year Award is a joint initiative between the AFA and Zurich ...

Advisers urged to meet challenges together

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
... the solutions faster." "We must recognise the paradigm has shifted but the solution is through you," he said. Former AFA Adviser of the Year Brown also encouraged delegates to meet challenges head on, but importantly, to do it together. "As advisers ...

How a niche can add value

MARK SMITH  |  THURSDAY, 6 OCT 2016
... world of financial advice, trying to be a jack-of-all-trades could be hurting your business. That's according to 2015 AFA Adviser of the Year David Reed, who told delegates at this year's annual conference that he had gone from strength-to-strength after ...

Brown to leave after AFA board re-election

JAMIE WILLIAMSON  |  FRIDAY, 16 SEP 2016
JBS Financial chief executive and former AFA Adviser of the Year Jenny Brown will no longer serve on the AFA board of directors after another high-profile industry figure was elected as vice-president. Former AFA president Michael Nowak will take over ...

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
The Association of Financial Advisers and Zurich have announced the finalists for AFA Adviser and Practice of the Year, and the Female Excellence in Advice Award. The potential advisers of the year are Darren Johns from Align Financial, Jason Peterson ...