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Showing 91 - 100 of 102 results for "Charter Financial Planning"

Dealer group demand spurs CLS growth

MICHAEL HOBBS  |  FRIDAY, 12 DEC 2008
... 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, supports ...

AXA to ramp up planning revenues by $60m

RUTH LIEW  |  THURSDAY, 2 OCT 2008
... 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 client ...

AdviserLogic launches planner-friendly software

... 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
... 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.

Super Concepts appoints NSW state manager

... 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 sales manager ...

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 ...

FPA announces Value of Advice Awards 2006

... Hatcher CFP, Hillross Financial Services Ltd (post-retirement planning and management) Neil Kendall CFP, Charter Financial Planning (low income planning) Rod Scurrah CFP, Garvan Financial Planning (pre-retirement planning) The state award winners are ...

Two new faces at Macquarie; three more to come

... joins MFM from AXA Australia where he was a practice development manager responsible for promoting the Charter Financial Planning brand. Prior to this he was a senior investment services manager with Sagitta Rothschild Wealth Management." "Macquarie ...

AXA announces dealer group and adviser service changes

... time, AXA said its network would now comprise just two dealer group brands - AXA Financial Planning and Charter Financial Planning. "AXA already has one of the largest and most highly ranked dealer group networks in Australia," said Andrew Waddell, national ...