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Showing 91 - 100 of 106 results for "Barret"

FPA takes it to the grassroots

MICHAEL HOBBS  |  FRIDAY, 22 FEB 2008
The Financial Planning Association (FPA) has established the Future Financial Planners Council, made up of the country's key industry players, to raise awareness of the profession among university students. The Council will design marketing material ...

Barrett builds new distribution team at CFS

HAMISH MADDEN  |  THURSDAY, 5 APR 2007
Colonial First State's (CFS) newly appointed general manager, Paul Barrett, has finished building his new distribution management team after an internal recruitment drive, making four key appointments. Kylie Macfarlane has been promoted to head of retail ...

Fin Wisdom appoints ex-MLC exec

Financial Wisdom, the financial planning business owned by the Commonwealth Bank, has appointed a new general manager, ex-MLC executive Tim Browne. Browne replaces Paul Barrett, who was promoted to general manager distribution at Colonial First State. ...

Paul Barrett to head up distribution at CFS

HAMISH MADDEN  |  MONDAY, 4 DEC 2006
Paul Barrett, general manager of Commonwealth Bank owned Financial Wisdom, will leave the group after accepting an offer to step into the role of general manager, distribution, with Colonial First State. Barrett steps into the role after the promotion ...

Financial Wisdom trumpets its Platinum Advantage

HAMISH MADDEN  |  WEDNESDAY, 8 NOV 2006
Financial Wisdom's Platinum Advantage program has so far been a resounding success with affiliated planners and their clients. The Platinum Advantage program offers Financial Wisdom advisers and their clients access to special retail discounts and offers ...

Financial Wisdom strikes up another Alliance

HAMISH MADDEN  |  FRIDAY, 8 SEP 2006
Financial Wisdom has formed a strategic partnership with Alliance Property Finance in a move that will give all Alliance customers access to comprehensive financial advice. Alliance Property Finance was established in 1999 as a wholly owned subsidiary ...

Financial Wisdom grows and goes its own way

HAMISH MADDEN  |  MONDAY, 26 JUN 2006
Dealer group Financial Wisdom continues to develop its progressive services and strategies while at the same time expanding its network, announcing it now has 410 advisers under its umbrella. General manager of Financial Wisdom, Paul Barrett, said the ...

YES gives nod to Financial Wisdom

Sydney-based mortgage group YES Home Loans has teamed up with advisory giant Financial Wisdom to provide financial planning and protection advice to YES home loans customers. Under the strategic alliance, both companies will form a new group called ...

Financial Wisdom on target to exceed 400 advisers

Financial Wisdom Limited's Western Australia division has picked up several financial services practices in recent months, which they predict will push their number of authorised representative advisers to over 400 by the end of 2005. The recent acquisitions ...

Fin Wis restructures head office roles

Adviser group Financial Wisdom has enacted a series of changes to its head office staff and introduced Practice Development Consultants (PDC) to the group and appointing an manager to oversee its business alliances. Recent recruit to the group Greg ...