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Showing 1241 - 1250 of 1528 results for "Technical"

Planners forced to rewrite succession plans

RUTH LIEW  |  FRIDAY, 22 JAN 2010
... next few years, placing a big question mark on how they can value their business. Craig Meldrum, national manager in technical services at Australian Unity Personal Financial Services, said an increasing number of planners worry about their succession ...

Clearview technical manager jumps to FPA

COMPANY RELEASE  |  WEDNESDAY, 20 JAN 2010
The Financial Planning Association has appointed former Clearview technical services manager Dante De Gori as general manager policy and government relations. FPA chief executive, Jo-Anne Bloch, said De Gori has participated in numerous FPA Committees ...

AXA adds 20 funds to APL

MICHAEL HOBBS  |  WEDNESDAY, 13 JAN 2010
... were jumping on the bandwagon so we sat back and watched them a little bit," said Robert Thomas, national manager of technical research and paraplanning at AXA Australia. Thomas said the additional funds do not reflect a tilt towards passive or active ...

Planners locked out of SMSFs

MICHAEL HOBBS  |  WEDNESDAY, 16 DEC 2009
... given the majority of SMSF trustees, according to Hamilton, already use a fee-for-service model anyway. Philip LaGreca, technical services director at Multiport, which provides administration services to SMSF trustees, said in the end, trustees must ...

Cooper Review calls for SMSF structure overhaul

MICHAEL HOBBS  |  TUESDAY, 15 DEC 2009
... education standards of financial advisers that offer SMSF advice. Industry reaction In response, Graeme Colley, national technical manager at ING Australia, said a dispute resolution mechanism for SMSF is difficult to setup because the trustee is also ...

Financial Wisdom names its best

COMPANY RELEASE  |  WEDNESDAY, 2 DEC 2009
... past two years building a client base under LifeTime Financial Group. He focused on wealth creation and applied his technical knowledge and portfolio construction skills to achieve results. Tim Browne, general manager at Financial Wisdom, said financial ...

Market Wrap - Morning

AAP  |  FRIDAY, 27 NOV 2009
... suspend the debt of a key state company fuelled anxiety over heavy public borrowing. London trading also was affected by a technical glitch which halted floor trading for three and a half hours in the middle of the trading day. Trading resumed at 2pm ...

Bans and charges for advisers: ASIC

ASIC RELEASE  |  FRIDAY, 20 NOV 2009
... years. The banning follows an investigation into Dangar's conduct while he was employed by S.M.S.F Consultants to provide technical superannuation advice to SMSF trustees. Dangar recommended investments in Morris Finance and NSW Finance & Leasing to ...

Hillross buys Rabo Financial Advisors

MICHAEL HOBBS  |  FRIDAY, 13 NOV 2009
... range of product solutions, more platforms and deeper support services. We have our own chief economist and our own technical advisory board, which they can now access," said McMurdo. "The [Rabobank] practices have been well run and they operate on a ...

Perkovic moves from Count to CFS

MICHAEL HOBBS  |  TUESDAY, 10 NOV 2009
... over 11 years across several management roles including general manager & national business development manager and technical & adviser services manager. She was appointed director at the firm in 2004 and then chief executive in August 2006. A member ...