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Showing 91 - 100 of 105 results for "Charter Financial"

AXA recruits 13 overseas planners

MICHAEL HOBBS  |  WEDNESDAY, 15 APR 2009
... South Africa and the UK to the dealer group. Paul Williams, national manager for AXA Financial Planning and Charter Financial Planning, said the firm launched the overseas recruitment campaign around the second half of 2007. The firm's strategy involved ...

Ready, set, activate: AXA

RUTH LIEW  |  WEDNESDAY, 4 MAR 2009
... to discuss their financial situation further with their adviser. According to Paul Williams, national manager Charter Financial Planning, the program allows advisers to do a full analysis of all their clients, using research data sourced by Roy Morgan. ...

Dealer group demand spurs CLS growth

MICHAEL HOBBS  |  FRIDAY, 12 DEC 2008
... System marketing executive but has held financial planning roles with National Mutual Financial Planning and Charter Financial Planning. Peter Estcourt, who has worked as a chartered accountant, financial planner and national business development manager ...

AXA to ramp up planning revenues by $60m

RUTH LIEW  |  THURSDAY, 2 OCT 2008
... associates - advisers need to think one step ahead to ensure that these relationships will work. AXA national manager Charter Financial Planning and AXA Financial Planning Paul Williams used the example of an accountant and how they can boost the adviser's ...

AdviserLogic launches planner-friendly software

... the first time I could attain significant efficiency improvements," said Peter Hecht, an authorised rep for Charter Financial Planning. Michelle Baltazar

LG teams up with ipac on succession

HAMISH MADDEN  |  MONDAY, 6 NOV 2006
LG Financial Strategies, a Charter Financial Planning practice, has joined ipac's Equity Partners Program to help solve its succession planning challenges. LG Financial Strategies principal, Rohan Gulasekharam, considered a variety of succession planning ...

PIS' Edmondson wins 2006 AFA Adviser of the Year

HAMISH MADDEN  |  WEDNESDAY, 1 NOV 2006
... seeing a healthy, evolving industry." The shortlist of finalists also included Paul Daily of PIS, Adam Smith of Charter Financial Planning, Paul Stott of Tandem, and James Walker-Powell of Genesys Wealth Advisers.

AXA's value of advice translating into happy customers

HAMISH MADDEN  |  MONDAY, 23 OCT 2006
... undertaken by WA Taylor & Associates to investigate customer perceptions around their dealings with AXA and Charter financial planners. It also found that 98 per cent of those surveyed believed their adviser had formed a full understanding of their needs ...

Super Concepts appoints NSW state manager

... Caldwell-Smith boasts more than 20 years experience in the financial services industry and has worked at Perpetual, Charter Financial Planning, Bridges Personal Investment Services and Pembroke Financial Planning. She will report to Super Concepts' national ...

AXA provides more lending facilities

AXA Financial Advice Network (FAN) Licensees, AXA Financial Planning and Charter Financial Planning have teamed up with a third party mortgage distributor to bolster their suite of lending facilities. The new arrangement is with Alliere, a fully-owned ...