Search Results | Showing 1241 - 1250 of 1528 results for "Technical" |
| | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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