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Showing 1251 - 1260 of 1372 results for "Harris"

Guardian lowers PI insurance premiums for planners

ALICE URIBE  |  FRIDAY, 31 JAN 2014
... certify adviser professionalism and commitment to sustainable quality advice. Suncorp Life's head of Dealerships Simon Harris said that recognising the provision of sustainable advice would ensure that the profession remained viable. "We need to turn ...

Guardian Advice benefits from planner "flight to security"

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
... adviser milestone and is benefiting from financial planners' "flight to security," the group's executive manager Simon Harris said. In the past months Guardian Advice has attracted independent advisers from small dealer groups, as well as planners working ...

Bentham appoints Goldman Sachs client portfolio manager

MARK SMITH  |  WEDNESDAY, 4 SEP 2013
Boutique global credit fund manager Bentham Asset Management has appointed Kate Harris to the newly created role of client portfolio manager. Harris joins from Goldman Sachs, where she has worked in various roles for the last 12 years, most recently ...

Election too close to call

MARK SMITH  |  MONDAY, 5 AUG 2013
... Liberal Senator and presenter of ABC's Counterpoint program Amanda Vandstone, consumer site One Big Switch co-founder Lachlan Harris and Sky News contributing editor Peter Van Onselen pulled no punches in their light-hearted analysis of both party's ...

Connections key to succession planning

LAURA MILLAN  |  THURSDAY, 25 JUL 2013
... community are key when it comes the time to sell a financial planning business, Guardian Advice executive manager Simon Harris said. Speaking at an Association of Financial Advisers (AFA) roadshow in Sydney, Harris recommended advisers to have a succession ...

Advisers saturate HNW space

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
... turning their attention to servicing high net worth (HNW) clients, a market that is fast becoming overcrowded according to Harris Fraser managing partner Marc Geary "It has been harder and harder to service the HNW client because of the saturation of ...

Guardian Advice invests in WA planning firm

MARK SMITH  |  WEDNESDAY, 26 JUN 2013
... successor to build their wealth and eventually take full ownership of an established practice." Guardian Advice head Simon Harris commented. Guardian is looking to support multi-adviser firms that already form part of its network, or those outside the ...

Guardian Advice monetises new medical service for advisers

MARK SMITH  |  TUESDAY, 25 JUN 2013
... possible, it will result in more revenue for our advisers and getting more Australians insured," Guardian Advice head Simon Harris said. Under the new program, the adviser will be able to log in to the Health Predictions website, enter clients details ...

Charter Hall acquires Bankwest head office

LAURA MILLAN  |  WEDNESDAY, 19 JUN 2013
Charter Hall has acquired Bankwest Place, the location of the bank's head office in Perth, as well as the associated Raine Square shopping centre. The properties were sold for $458 million and the sale was negotiated through CBRE and Jones Lang LaSalle. ...

Rainmaker Group appoints Professional Standards Officer

ALICE URIBE  |  MONDAY, 29 APR 2013
Financial advice expert Trevor Harris joins the Technical Services team of Rainmaker Group this month in the newly-created role of Professional Standards Officer. In his new role, Harris will be responsible for the implementation and monitoring of the ...