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Showing 11 - 20 of 112 results for "Elders"

Dealer group lead to depart

JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
The head of an IOOF-aligned dealer group will depart the business next week. Elders Financial Planning (EFP) has confirmed the resignation of Tony Beaven who has opted to return home to the United Kingdom. His departure, effective November 28, will ...

Elders in discussions over future

ELIZA BAVIN  |  TUESDAY, 8 OCT 2019
Elders Financial Planning general manager Tony Beavan said that while the dealer group currently in a consultation period "no decision has been made yet." "Recent changes to the financial planning industry mean that it has become increasingly difficult ...

IOOF rejigs CRO role, appoints successor

KARREN VERGARA  |  FRIDAY, 26 JUL 2019
... licensee revenue". IOOF took full legal ownership of dealer groups RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning from ANZ on 1 October 2018. Mota added the ASX-listed firm recorded its "best quarter of inflows" in ...

Former Futuro adviser charged with theft

ELIZABETH MCARTHUR  |  TUESDAY, 11 JUN 2019
... becoming an authorised representative of Futuro, Smith was a senior financial adviser and farm succession specialist at Elders Financial Services and Elders Trustees.

Emerging markets for the win: ABDO

KANIKA SOOD  |  WEDNESDAY, 20 MAR 2019
... times in its 18-year-long history. Campbell founded the Pyrford's predecessor company in 1982 in Melbourne (as a part of Elders XL group) and five years later he moved it to London. In 1991, he headed a buy-out of the investment operations from Elders ...

Outflows dent IOOF advice, funds businesses

KARREN VERGARA  |  MONDAY, 4 FEB 2019
... aligned dealer groups to IOOF - ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups - in October 2017. The sale of ANZ's pensions and investments business however is taking ...

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
A national financial advice licensee partnered with an innovative investment platform. Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access ...

Super fund and advice group create alliance

DARREN SNYDER  |  THURSDAY, 20 DEC 2018
... established a partnership with a national financial planning group to expand its advice service to members. Statewide Super and Elders Financial Planning have formed the alliance to expand the super fund's advice network across Australia and help to ...

ClearView launches new business, reshuffles executive team

KARREN VERGARA  |  MONDAY, 19 NOV 2018
... of business development. Prior to Clearview, Pope was an executive director and responsible manager with Millennium3 and Elders Financial Services. In launching LaVista, Pope said an increasing number of self-licensed practices and a growing number of ...

When aged care advice takes an emotional toll

KARREN VERGARA  |  TUESDAY, 13 NOV 2018
... hire a lawyer to "review everything" in order to avoid hidden fees and charges, she said. Also presenting at the event, Elders Financial Planning financial adviser Wayne Fenton spoke about retirement planning strategies to help clients navigate through ...