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Showing 91 - 100 of 165 results for "Adviser of"

AFA awards finalists announced

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
The Association of Financial Advisers (AFA) has named the finalists of the adviser of the year, practice of the year and female excellence in advice awards. Finalists for the adviser of the year award are Affinity Private's Catherine Robson, Dartnall ...

AFA Adviser of Year and Practice of Year semi-finalists announced

STAFF WRITER  |  FRIDAY, 29 AUG 2014
... Financial Advisers (AFA) and Zurich Financial Services Australia (Zurich) have announced the semi-finalists in the 2014 AFA Adviser of the Year and Practice of the Year Awards. The Adviser of the Year honour was first awarded in 2003, as a joint initiative ...

Advice clients don't want managed funds

MARK SMITH  |  FRIDAY, 20 JUN 2014
AFA Adviser of the Year Jenny Brown has said that clients are simply not interested in investing in managed funds. "Clients don't want managed funds. I'm sorry to all the fund managers in the room but they just don't understand them," she said. Brown ...

AFA launches 2014 mentoring program

MARK SMITH  |  MONDAY, 16 JUN 2014
... some of the industry's best advisers, with this year's program including several AFA Award winners such as 2013 AFA Adviser of the Year, Jenny Brown and 2013 Rising Star of the Year, Ravi Agarwal. AFA chief executive Brad Fox said that peer-to-peer learning ...

UBS adviser banned from financial services industry

STAFF WRITER  |  WEDNESDAY, 11 JUN 2014
... from the financial services industry for engaging in misleading and deceptive conduct. Sebastian Konjevic was a client adviser of UBS AG holding an Australian Financial Services (AFS) licence from September 2005 to April 2013. An Australian Securities ...

AFA to recognise best adviser and best practice

LAURA MILLAN  |  THURSDAY, 5 JUN 2014
The Association of Financial Advisers (AFA) has divided the traditional Adviser of the Year Award into two and will now recognise the best individual adviser and the best advice practice. "The original Adviser of the Year Award was established by the ...

WB Financial launches SMA service with Praemium

LAURA MILLAN  |  TUESDAY, 27 MAY 2014
Wealth management firm WB Financial has relaunched its Agentia separately managed account (SMA) service on the Praemium platform. The service is available in super and non-super structures and it includes 11 new diversified model portfolios. The models ...

Count awards advisers in Shanghai conference

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
... 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 given to Accounting ...

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. ...

Young clients also looking for aged care advice

LAURA MILLAN  |  MONDAY, 17 MAR 2014
... nominations as part of the holistic advice she gave to the couple. Brown is the Association of Financial Advisers (AFA) Adviser of the Year and was named FS Smileys Scholar of the Year in 2013 for her involvement in social media. Find out more about ...