Search Results | Showing 91 - 100 of 147 results for "Adviser of" |
| | ... 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 ... |
| | | ... 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." ... |
| | | ... $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 ... |
| | | ... 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. |
| | | ... 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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | ... 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. |
| | | 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 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 ... |
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