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Showing 11081 - 11090 of 18276 results for "Plan"

MacMillan wins AFA Adviser of the Year

ELISE BURGESS  |  WEDNESDAY, 26 OCT 2011
West Australian financial planner, Troy MacMillan, has taken out the top gong at the Association of Financial Advisers (AFA) annual conference and been named Adviser of the Year for 2011. The award, sponsored by Zurich Financial Services Australia ...

Vow Financial opens second Sydney office

CLAIRE MCGREAL  |  WEDNESDAY, 26 OCT 2011
Mortgage aggregator Vow Financial has opened a new wealth management office in Parramatta following its recent move into the wealth management space. Vow Wealth Western Sydney will offer support and products to a select number of Vow Financial brokers ...

Plan B appoints new group executive, product and distribution

CLAIRE MCGREAL  |  WEDNESDAY, 26 OCT 2011
Boutique wealth management firm Plan B Group Holdings has appointed Paul Cramer as group executive, product and distribution, as part of its overall expansion strategy. Based in Perth, Cramer will lead the firm in wealth management (advice) product ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 26 OCT 2011
... market, a sign that investors were shunning assets perceived as being risky. LONDON - European stock markets closed lower as a plan to resolve Europe's escalating debt crisis was put in doubt after officials said key parts of the package may not be ready ...

Guardian Advice appoints new WA state manager

CLAIRE MCGREAL  |  TUESDAY, 25 OCT 2011
A former CommInsure business development manager, Wes King, has been appointed the new state manager for Guardian Advice in Western Australia. King will be responsible for managing and growing the Asteron-aligned dealer group's advice network in the ...

Niche and insto licensees to rule by 2020

ELISE BURGESS  |  TUESDAY, 25 OCT 2011
Medium-sized financial planning licensees will be the first to fall by the wayside as the sector restructures over the coming decade, according to a panel of advice experts speaking at the AFA national conference. The new market leaders will be both ...

Unlocking the door to adviser education

RACHEL DAVIS  |  TUESDAY, 25 OCT 2011
Jordan Hawke, executive general manager of Asteron announced the winner of the AFA Excellence in Education Award yesterday and said he was "blown away" by the calibre of nominees and how they transferred their educational skill sets to their communities. ...

Market Report- Morning

AAP  |  TUESDAY, 25 OCT 2011
... Monday gained about $35 billion in value as buyers and confidence returned, amid hopes of a comprehensive fiscal stability plan for Europe that also led to a rally on offshore markets. The benchmark S&P/ASX200 index was up 113.1 points, or 2.73 per cent ...

Leenane Templeton Chartered Accountants adds financial planning

ALEX DUNNIN  |  MONDAY, 24 OCT 2011
Leenane Templeton Chartered Accountants has launched a financial planning and advisory services division under the new brand Leenane Templeton Wealth Management. Andrew Frith, chief executive officer of the Newcastle based Leenane Templeton said the ...

FOFA reforms are a soft landing

RACHEL DAVIS  |  MONDAY, 24 OCT 2011
Bernie Ripoll MP told AFA conference delegates that the future of financial advice reforms represent a balance between the interests of major stakeholders and the middle ground. Ripoll said the inquiry that bears his name received over 400 submissions ...