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Showing 1 - 8 of 8 results for "David Rae"

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
... Liam Shorte has been on the list, while both Evalesco Financial Services' Marshall Brentnall and Ethinvest's David Rae have both featured seven times. Meanwhile, thirty-eight per cent of the Power50 is female in 2022, with the list highlighting ...

Advisers debate insurance commissions ban

LAURA MILLAN  |  TUESDAY, 9 DEC 2014
... commission based adviser should be thinking about how they will adapt if/when this becomes reality," DPR Accountants director David Rae told Financial Standard. The FSI recommended that upfront commissions for insurance should not exceed ongoing commissions ...

FoFA opt-in to cause advisers biggest headache

JAMES FERNYHOUGH  |  THURSDAY, 20 NOV 2014
... trying to sell their businesses at the moment because it's going to have an impact. It throws a big cloud on valuations." David Rae of DPR Accountants and Advisers meanwhile said events in Parliament last night were dramatic, but in practice little would ...

Advisers turn budget into opportunity to engage

LAURA MILLAN  |  THURSDAY, 15 MAY 2014
... pensioners; new eligibility rules and for the rest of us, a little bit of extra super." Beames and Associates director David Rae also recorded a video and said that the new tax on high income earners is likely to see "strategies such as negative gearing ...

Count awards advisers in Shanghai conference

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
... Planners, while the New Member Firm of the Year was awarded to Assured Wealth Advisors. Beames and Associates director David Rae won Adviser of the Year and Terry Plumbridge's 145 Financial won the Excellence in Lending. Excellence in Asset Finance was ...

David Rae wins Count Adviser of the Year award

LAURA MILLAN  |  MONDAY, 12 MAY 2014
Beames and Associates Financial Services director David Rae was the winner of Count Financial's first Adviser of the Year award. The award recognises advice excellence, good client outcomes and a commitment to best practice and professional development. ...

Email tops in social media stakes

MARK STORY  |  MONDAY, 4 FEB 2013
... versatile, with the ability to cross over between business and personal space. Research presented by keynote speaker David Rae of Canberra-based accounting and financial planning firm Beames and Associates suggests that email is also the social media ...

Financial Standard names FS Smileys finalists

STAFF JOURNALIST  |  FRIDAY, 9 NOV 2012
... @MarshBrentnall Jenny Brown @JBSFinancialJB Dean Johnson @DjohnsonDean Matthew Leech @MattLeech Steve May @InsideWealth David Rae @1DaveRae Nick Sinclair @NickQSinclair Naomi Rosenthal @Naomi_Tudor Liam Shorte @SMSFCoach James Sutherland @onlineadviser ...
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