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Showing 111 - 120 of 204 results for "Adviser Network"

Brisbane practice joins Elders

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
... saying: "Johnny's depth of knowledge and experience in the industry will benefit both the business and our existing adviser network. "It is particularly pleasing to have an adviser that has helped shape the future of the industry on board with Elders ...

Sentry and IRESS partner for new tech solution

KERRIE SYDEE  |  WEDNESDAY, 15 JUN 2016
... business solutions at Sentry, David Newman said SENTRAK will go live through a gradual roll out through the group's adviser network commencing in July. "From inception, our goal was a flexible technology platform that enhances adviser/practice efficiency ...

Adviser Network launches SMSFit

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
Adviser Network has launched cloud-based solution SMSFit to enable licensed accountants to continue advising clients on their suitability to set up a self-managed super fund (SMSF). SMSFit will allow accountants to operate under a limited AFSL to provide ...

Praemium partners national advice firm

MARK SMITH  |  THURSDAY, 12 MAY 2016
... clients access to diversified portfolios managed by specialist investment managers. "Praemium is well known to our adviser network as a pioneer in managed accounts. It was very important to our advisers that we partner with a platform provider who is ...

Class partners with Findex in fintech deal

KERRIE SYDEE  |  THURSDAY, 12 MAY 2016
... have impressive growth plans and we're confident that the Class Super technology along with the group's extensive adviser network and track record will enable them to deliver on those ambitions."

Fitzpatricks hires ex-ipac adviser to head up Adelaide practice

ALEX BURKE  |  TUESDAY, 3 MAY 2016
... "This is an exciting time for the firm as we look to further increase the support and service capability to our adviser network around the nation."

Beddoes Institute announces MTA award winners

WHITNEY FITZSIMMONS  |  WEDNESDAY, 13 APR 2016
The 2015 winners of the Beddoes Institute inaugural Most Trusted Adviser Network (MTA) Awards have been announced. Nationally taking the award for most trusted adviser was Greg Lourens from SAM Group, while David Reed from The Retirement Advice Centre ...

Rubik appoints insto account manager

ALEX BURKE  |  THURSDAY, 4 FEB 2016
... Conquest comes to Rubik from Decimal Software, where she was head of sales. She has also held senior roles at Virtual Adviser Network, Macquarie Bank and Asgard. At Rubik, Conquest will report to group executive - sales and relationship management Marc ...

NAB Wealth Advice hires growth manager

MARK SMITH  |  FRIDAY, 4 DEC 2015
... Wealth advice partnerships general manager Ross Barnwell said it was vital for the business to continue to grow its adviser network, and give more Australians the opportunity to seek quality financial advice. "The advice landscape is changing and we ...

Spring FG to expand across Australia

LAURA MILLAN  |  MONDAY, 30 NOV 2015
Spring Financial Group is planning to expand its adviser network across Australia and has set a goal of 80 to 100 franchises in the next five to eight years. An announcement made public shortly after the company's first annual general meeting, following ...