Search ResultsShowing 1 - 10 of 86 results for "Synchron"
ASIC FAR, advice industry contract
JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... its announcement to exit personal advice and sell advisers to Viridian Advisory. Over the same period, the likes of Synchron, Capstone and Akambo and Infocus made gains. Among the bigger players, ClearView, IOOF, TAL and State Plus also gained ...
The case for tax deductible advice
JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... outcomes for all audiences: consumers, advisers and licensees." XY Adviser co-founder Clayton Daniel confirmed Synchron as one of the supporting dealer groups. It's a sentiment also shared by Announcer Group managing director Andrew ...
Former Financial Wisdom adviser banned
KARREN VERGARA  |  THURSDAY, 21 MAR 2019
... life insurance churning. Geappen was licensed by Financial Wisdom from 2008 to 2016. In December 2016, he joined Dover Financial Advisers before jumping to Synchron in May 2018. According to ASIC FAR, Geappen ceased as an adviser in October 2018.
Synchron slams RC on commissions
KANIKA SOOD  |  WEDNESDAY, 6 FEB 2019
The Royal Commission's recommendations to cull commissions are causing advisers some concern, according to Synchron director Don Trapnell. On Monday, Commissioner Kenneth Hayne formally recommended an end to grandfathered commissions , and asked ...
Synchron renews calls on risk advice separation
KANIKA SOOD  |  FRIDAY, 1 FEB 2019
Synchron director Don Trapnell is sticking by his long-held view that if risk advice and financial advice are not separated, dedicated risk advisers will exit the industry in droves. "Australians need access to both life insurance advisers and ...
ASIC bans former NAB, CBA advisers
JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
The corporate regulator permanently banned a former NAB financial adviser, while a former Commonwealth Bank and Synchron adviser was handed a five-year ban. Tai Thanh Nguyen of Adelaide was permanently banned by ASIC for dishonest conduct while ...
FASEA exam is not fair: Spot poll
KARREN VERGARA  |  MONDAY, 3 DEC 2018
... the RPL, the AFA said: "FASEA appear to have made some material improvements to what they had previously proposed." Synchron director John Prossor said: "While we have yet to examine it in detail, on face value it appears reasonable." "The ...
More than half of advisers without association membership
JAMIE WILLIAMSON  |  THURSDAY, 8 NOV 2018
... the greatest number of advisers claiming affiliation with the FPA are licensed by AMP Financial Planning while Synchron appears to contribute the most advisers to the AFA. Under the new professional standards legislation, financial advisers ...
Dover advisers turn orphans
JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
... analysis, Capstone Financial Planning, Bluewater Financial Advisors, Advice Evolution, Sentry Advice, Interprac and Synchron are among the top dealer groups to have welcomed Dover advisers since 1 June. These licensees have each added between ...
Adviser regulation lacking a professional body, RC hears
KARREN VERGARA  |  FRIDAY, 27 APR 2018
... working as an adviser until 8 January 2022. At the time, he was under Securitor's AFSL and is currently with Synchron. Tindall was also a member of the FPA . A month after the banning order was issued, the FPA expelled his membership after ...
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