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Showing 41 - 50 of 118 results for "Securitor"

Elders FP appoints regional manager

LAURA MILLAN  |  WEDNESDAY, 12 FEB 2014
... manager north at Elders. His previous role was as practice development manager and acting state manager in Queensland for Securitor. He has also previously held a range of senior banking and financial planning roles with Westpac and AMP. "Kevin offers ...

BT launches women adviser network group

LAURA MILLAN  |  TUESDAY, 1 OCT 2013
... the Westpac Group and oversees the financial planning businesses of Westpac, St.George, Bank of Melbourne, Bank SA, Securitor, Licensee Select, BT Select and Magnitude.

AFA names Rising Star finalists

LAURA MILLAN  |  THURSDAY, 19 SEP 2013
... Management (Consultum), James Jagodnik from Stanford Brown (Genesys), Peter Khoury from National Financial Advisers (Securitor) and Tatiana Coulter Monarch Advisory Group (Securitor). The award winner will be announced at the AFA National Conference ...

Independent advisers more loyal to their licensees

LAURA MILLAN  |  TUESDAY, 6 AUG 2013
... of them scoring more than 89% on internal approval. However, the figures were lower for institutional dealer groups. Securitor lead the ranking with a 84% approval rate from its advisers. Westpac followed with a 66% and Count with a 65%. Crucially, about ...

Big groups court AFS advisers with inducements

LAURA MILLAN  |  THURSDAY, 13 JUN 2013
... also in the market for AFS practices and so far six have joined the dealer group, while ten have gone to Westpac-owned Securitor. "Before Christmas we heard that AFS had difficulties and we started talking to a few of their advisers," BT Select managing ...

BT wins award for 'Your World' tool

JAMES FERNYHOUGH  |  TUESDAY, 4 JUN 2013
... win." Westpac and St George Financial Planners have been using Your World for the past two years. It was released to Securitor advisers earlier this year. "This award comes at a time when the enshrinement of the terms 'financial planner' and 'financial ...

FPA, AFA to lobby MPs for TASA delay

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... clarification to the bill. "The proposed regulation is consistent with what we think is best for consumers and advisers," Securitor managing director Matt Englund told Financial Standard. "We need more clarification because some parts of the bill indicate ...

Paragem FUA reaches $1.9bn after new mergers

LAURA MILLAN  |  FRIDAY, 24 MAY 2013
... owned WB Financial group. PrimeWealth, an accounting-based business also joined Paragem. Previously operating under Securitor in Chatswood, it was one of Securitor's larger practices in New South Wales, with approximately $150 million under advice. It ...

Half of adviser practices in poor health: Securitor

MARK SMITH  |  WEDNESDAY, 9 JAN 2013
The health of Australia's advice industry has deteriorated since 2010, according to Securitor's new report. The Future Ready V whitepaper provides an analysis of what is best practice in the advice industry based on Business Health's HealthCheck data ...

New support tools bridge adviser gap

MARK STORY  |  WEDNESDAY, 5 DEC 2012
Securitor has launched two market-leading services tools designed to help advisers track key performance indicators, measure success and provide business insights. The first tool helps advice businesses budget the results they want to achieve and monitor ...