Search Results | Showing 21 - 30 of 112 results for "Elders" |
| | | ... awarded its latest education scholarships aimed to help its advisers navigate upcoming education standards for the industry. Elders Financial Planning awarded a 16 education scholarships at their national conference in Glenelg this week. Elders has now ... |
| | | | ... of IOOF's newly-acquired dealer groups was recognised in the Governance, Risk and Compliance Institute's annual awards. Elders Financial Planning took home the Team of the Year Award at a function hosted in Sydney. Elders Financial Planning general manager ... |
| | | | ... Foundation will also present the Community Service Award, with Wealth Planning Partners' Amanda Cassar, Wayne Fenton of Elders Financial Planning and Zacary Leeson of HPH Solutions recognised. "The awards celebrate individuals and businesses who demonstrate ... |
| | | | ... the gap between their retirement expectations and reality. "There are clearly a number of lessons we can learn from our elders where the experience of a retiree differs from what working Australians expect in retirement. Saving as much as possible from ... |
| | | | ... aligned dealer groups under the OnePath brand to IOOF Holdings. RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning comprising 717 aligned advisers and $19.5 billion in funds under advice will operate under the IOOF network. ... |
| | | | Elders Financial Planning has added four financial advisers, including one of its first to be located in Sydney CBD. The appointments include: Bishal Chhetri from Sydney (NSW), Steve Salvemini from Glenelg (SA), Brett Stephenson from the Sunshine Coast ... |
| | | | A Melbourne-based financial adviser is building out her own practice, joining the Elders Financial Planning dealer group. Becoming the 24th practice to join Elders since 2016, Marlene Zwarts has moved from a Millennium 3 firm to build out her own business ... |
| | | | ... 2017, IOOF acquired the assets for $975 million. Dealer groups RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning were all included in the deal, comprising 717 advisers and $19.5 billion in funds under advice. The acquisition ... |
| | | | ... business. IOOF agreed to take over ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups, made up of 717 aligned advisers and $19.5 billion in funds under advice. The acquisitions ... |
| | | | ... adviser Geoff Siegert to launch Central West Financial Planning in Bathurst, NSW. In doing so, Russell has transitioned to Elders Financial Planning. "We are delighted to welcome Claire Russell from Bathurst, NSW to the dealer group. Claire will initially ... |
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