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Showing 91 - 100 of 170 results for "Practice of"

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
... in Vietnam, Adviser of the Year was awarded to Anthony D'Alessandro of Victorian based Required Financial Services. Practice of the Year was awarded to Lifetime Private Wealth of New South Wales and Samantha Robinson of Pursue Wealth took the title of ...

ClearView welcomes new strategic shareholder

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
... strategic relationship" between the two companies. The two companies have also agreed to collaborate to share best practice of each company, with a view to achieve the following objectives: Expand and grow ClearView's distribution network in the IFA ...

Lonsdale recognises exceptional advice

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
... awards. Financial Planner of the Year was awarded to Peter Fry of Fry Financial Services in Ringwood Victoria, while Practice of the Year was awarded to Adviser fp from Parramatta New South Wales. The Lonsdale awards acknowledge individuals and practices ...

MySuper transition costing retail members

JAMIE WILLIAMSON  |  THURSDAY, 20 OCT 2016
... obligation for these members to be transferred to contemporary, lower fee options. "The retail and bank-owned super fund practice of leaving members' accounts languishing in more expensive legacy products requires greater scrutiny," Whiteley added.

Securitor names adviser of the year

KERRIE SYDEE  |  MONDAY, 17 OCT 2016
... of the Year, David Simon the National Rising Star of the Year and Crosbie Wealth Management was named the National Practice of the Year. Securitor managing director, Mark Fisher said: "Securitor is proud to have supported some of the country's brightest ...

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
... Darren Johns from Align Financial has won this year's AFA Adviser of the Year Award and Henderson Maxwell is the AFA Practice of the Year. Now in its fourteenth year, the AFA Adviser of the Year Award is a joint initiative between the AFA and Zurich ...

IOOF chair to retire, director appointed

KERRIE SYDEE  |  TUESDAY, 4 OCT 2016
... board member of Turi Foods and Quest Apartment Hotels. From 2000 to 2016 he was a partner in the corporate finance practice of Ernst & Young, providing valuation services to a broad range of local and international clients. In a statement to the ASX ...

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
The Association of Financial Advisers and Zurich have announced the finalists for AFA Adviser and Practice of the Year, and the Female Excellence in Advice Award. The potential advisers of the year are Darren Johns from Align Financial, Jason Peterson ...

Strong leadership at the heart of adaptive change

KERRIE SYDEE  |  MONDAY, 18 JUL 2016
... levels of the business. Speaking at the Sydney roadshow, founder and chief executive of the Kearney Group and 2015 AFA practice of year, Paul Kearney, highlighted the importance of an engaged and creative CEO in driving advice businesses to the future. ...

ME makes peak appointment

MARK SMITH  |  FRIDAY, 8 JUL 2016
... appointment was effective from 1 July. ME described the former lawyer, who started her career in the banking and finance practice of Mallesons Stephen Jaques (now King & Wood Mallesons), as a "highly accomplished leader across the fields of business ...