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Showing 91 - 100 of 147 results for "Adviser of"

PIS award financial adviser of the year

LAURA MILLAN  |  THURSDAY, 11 APR 2013
... The Professional Investment Services (PIS) announced the nine winners of its annual awards, which include Financial Adviser of the Year, Risk Adviser of the Year and Practice of the Year. Troy Theobald, from Robina Financial Solutions, was awarded Financial ...

MDA guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
... consistency in the sector," Crystal Wealth responsible manager John McIlroy said. "It doesn't matter if you are an adviser of MDA, Self Managed Accounts or Investor Directed Portfolio Services, you will need to have the same license authorizations." ...

Superannuation to wield $6tr muscle by 2030

LAURA MILLAN  |  TUESDAY, 26 MAR 2013
... $1.3 trillion and will grow to $5 trillion to $6 trillion in 2030 - that's 180% of the GDP," said Nick Sherry, senior adviser of Securities and Fund Services at Citi. He also predicted "an era of mega global Australian superannuation funds with 10 of ...

AFA makes board and exec changes

ALEX DUNNIN  |  MONDAY, 4 MAR 2013
... insurance advice. Crawford is a former National Committee member of the AFA's GenXt initiative and a senior financial adviser of his own practice, Experience Wealth which specialises in providing advice to Gen X and Y professionals.

Olivia Maragna wins AFA 2012 Adviser of the Year Award

MARK STORY, MARK SMITH, LINDA HAUSKEN  |  WEDNESDAY, 31 OCT 2012
... this year's conference on a high note, acknowledging the work of leading financial advisers at last night's AFA 2012 Adviser of the Year Award ceremony. This year's award winner is Olivia Maragna, co-founder of Queensland-based Aspire Retire Financial ...

Financial advisers raise bar in quest to succeed

ALEX DUNNIN  |  MONDAY, 29 OCT 2012
... research surveyed 18 leading advisory practices, majority of which were either finalists or previous winners of the AFA Adviser of the Year Awards, now in its tenth year running. It also drew data from 960 client experience surveys, which gathered views ...

AFA names finalists for the Adviser of the Year Award

LINDA HAUSKEN  |  FRIDAY, 12 OCT 2012
The Association of Financial Advisers (AFA) has named the six finalists of the association's prestigious 2012 AFA Adviser of the Year Award. In a year that sees the award celebrate its 10th anniversary, female advisers are more strongly represented ...

AFA conference boasts biggest turnout in 20 years

LINDA HAUSKEN  |  TUESDAY, 9 OCT 2012
... Excellence in Education, Female Excellence in Advice - will be disbursed throughout the event culminating with the Adviser of the Year which be awarded at the gala dinner on the Tuesday 30th October. Registrations are still available.

AFA announces finalists

STAFF REPORTER  |  WEDNESDAY, 26 SEP 2012
The Association of Financial Advisers (AFA) has announced six finalists in its 2012 Adviser of the Year awards. This year Victoria boasts the lion's share of finalists with Jenny Brown of JBS Financial Strategists, Dennis Jones of Beacon Wealth and ...

UK adviser offered 50% PI discounts

ALEX DUNNIN  |  TUESDAY, 7 AUG 2012
UK wealth intermediary group Tenet has introduced a 50% discount on the cost of professional indemnity (PI) insurance for advisers promoting risk-rated multi-asset funds. Tenet, a large fee for service intermediary support services group that works ...