Search Results | Showing 101 - 110 of 139 results for "Rebecca" |
| | | ... the service they provide to policy holders as the clients of financial advisers," said Fox. Beddoes Institute director Rebecca Sheils said that the starting point is to build a large body of evidence about actual claimant's experiences rather than focussing ... |
| | | | ... can have a significant impact on their overall wellbeing and financial understanding. Director at the Beddoes Institute, Rebecca Sheils, said that the paper is turning point for the profession. "It provides new direction for how financial advisers work ... |
| | | | ... employees, to be rewarded." Both awards will be judged by the same panel, comprising Brad Fox and Deborah Kent from the AFA, Rebecca Sheils (Beddoes Institute), Graham Peatey (Practice Management Consultant), Peter Sobels (Riskinfo), and Kristine Brooks ... |
| | | | ... and Hillross Financial Services networks taking out the remaining three national awards. Beddoes Institute director Dr Rebecca Sheils said: "To be a most trusted adviser network awards finalist or winner is an incredibly prestigious and desirable title ... |
| | | | ... association. The AFA's 2015 Recognition Award winners are: CommInsure's Olivia Sarah-Le Lacheur, The Beddoes Institute's Rebecca Sheils, Zurich's Richard Dunkerley and IOOF's Nathan Morgan. |
| | | | ... bespoke counterparts, making them ideal for retail investors with smaller capital reserves. WealthEnhancers financial coach Rebecca Boles can attest to this; her firm targets Generation Y investors exclusively and uses SMAs for over 70% of its client-base. ... |
| | | | ... help funds further engage with their members and ultimately help improve member retention." ME chief marketing officer Rebecca James added, "We always think outside of the box when it comes to future innovation, and we're looking forward to working with ... |
| | | | ... Services Licence (AFSL). Wealth Enhancers was previously aligned with Synchron. According to Wealth Enhancers financial coach Rebecca Boles, the decision to go independent "wasn't so much against Synchron as moving towards something ourselves." Speaking ... |
| | | | ... awards, which will be judged by AFA chief executive Brad Fox, AFA national president Deborah Kent, Beddoes Institute's Rebecca Shells, practice management consultant Graham Peatey, Riskinfo's Peter Sobels and Zurich's Kristine Brooks and Andy Marshall. ... |
| | | | ... from advisers and consumers towards a more transparent and tailored financial advice." Badenach and Main Street principal Rebecca Fergusson were employees of the Shadforth Financial Group until November 2013. In May 2014, Badenach and Fergusson started ... |
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