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Showing 101 - 110 of 165 results for "Adviser of"

Hillross awards advisers amid AMP restructure

LAURA MILLAN  |  WEDNESDAY, 22 JAN 2014
... financial advisers through the annual 2013 Hillross Awards Program. Sydney adviser Ian Smith was given the 2013 Hillross Adviser of the Year award and the judging panel highlighted his "professionalism, his clear client value proposition and his unwavering ...

Jenny Brown named AFA Adviser of the Year

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
... JBS Financial Strategists has taken home the Association of Financial Advisers' most prestigious accolade - the AFA Adviser of the Year Award. The Award recognises advisers who demonstrate outstanding leadership, advocacy and innovation. Brown took the ...

Tailor advice to each generation: research

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
... Beddoes Institute, with support from Zurich, in August 2013 on behalf of the 10 short-listed advisers from the 2013 AFA Adviser of the Year Award.

AFA Adviser of the Year Finalists revealed

ALICE URIBE  |  WEDNESDAY, 18 SEP 2013
The six finalists for the 11th annual Association of Financial Advisers (AFA) Adviser of the Year Award have been announced ahead of the October AFA conference. The Awards recognises leadership, advocacy and innovation in the financial services industry ...

Platforms surpass pre-GFC levels

LAURA MILLAN  |  MONDAY, 1 JUL 2013
... and joining TAL-backed dealer group Affinia. Edmondson was the winner of the Association of Financial Advisers (AFA) Adviser of the Year award in 2006 and has seen his role as licensee of Queensland-based Business & Estate Planning Specialists transition ...

AFA Adviser of the Year hands back AFSL, joins Affinia

LAURA MILLAN  |  WEDNESDAY, 26 JUN 2013
... is to partner with like-minded risk professionals," Affinia general manager Craig Parker said. Edmondson won the AFA Adviser of the Year award in 2006.

Planners must advise people, not portfolios

LAURA MILLAN  |  TUESDAY, 28 MAY 2013
... other, it is something that you constantly have to work on during your career," she said. Maragna, who won the AFA 2012 Adviser of the Year Award and participated on the survey, said that the practice recruits its advisers based on their attitude and ...

Tool automates FDS creation

LAURA MILLAN  |  TUESDAY, 7 MAY 2013
... system in a few minutes. The tool also replays the services that the client has received in the past and alerts the adviser of future appointments or major developments in the client's agenda. "Normally advisers record major activities, but they are ...

PIS award financial adviser of the year

LAURA MILLAN  |  THURSDAY, 11 APR 2013
... The Professional Investment Services (PIS) announced the nine winners of its annual awards, which include Financial Adviser of the Year, Risk Adviser of the Year and Practice of the Year. Troy Theobald, from Robina Financial Solutions, was awarded Financial ...

MDA guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
... consistency in the sector," Crystal Wealth responsible manager John McIlroy said. "It doesn't matter if you are an adviser of MDA, Self Managed Accounts or Investor Directed Portfolio Services, you will need to have the same license authorizations." ...