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Showing 121 - 130 of 131 results for "Sarah Abood"

FPA reschedules Congress

CHLOE WALKER  |  WEDNESDAY, 9 FEB 2022
... on Wednesday 23 and Thursday 24 November 2022, returning Congress to its traditional timeframe. FPA chief executive Sarah Abood said members have expressed a strong desire to get together and network with peers in person. "At the same time, however ...

FPA calls for stronger experience pathway

KARREN VERGARA  |  FRIDAY, 4 FEB 2022
... to the experience pathway, claiming it would undermine the road to professionalism. Newly appointed chief executive Sarah Abood criticised the federal government's proposal to recognise 10 years of experience to meet adviser education qualifications ...

FPA names new chief executive

KARREN VERGARA  |  THURSDAY, 9 DEC 2021
The Financial Planning Association of Australia announced who will take over Dante De Gori as chief executive. Sarah Abood takes the post in mid-January 2022, leaving behind her role as chief operating officer of HOPE Housing Funds Management, a not-for-profit ...

Advice group appoints chief executive

JAMIE WILLIAMSON  |  TUESDAY, 28 SEP 2021
... is also chair of Profile's board and has been serving as chief executive for two years following the departure of Sarah Abood in October 2019. Abood led the firm for close to a decade before leaving for personal reasons.

Advice group chief executive to depart

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
... will exit the business next month. Profile Financial Services has confirmed the resignation of its chief executive Sarah Abood. Abood first took leadership of the privately-owned group in February 2010, following more than 20 years in financial services. ...

Boutique AFSL acquires advice practice

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
... announced they were exiting the advice market, so the timing was good." Profile Financial Services chief executive Sarah Abood said the firm is always looking to work with advisers with a client-first ethos and that can benefit from scale, investments ...

Former JPMAM executive joins boutique advice group

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
... clients achieve their financial goals and manage their assets through a range of circumstances," Profile chief executive Sarah Abood said.

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
... current, retaining his Certified Financial Planner designation. Speaking to Financial Standard, Profile chief executive Sarah Abood said the acquisition came about by way of Profile senior adviser Todd Stanford, with Stanford and Keeley having previously ...

Boutique licensee acquires regional advice firm

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
... 1 May, with onePlan rebranding to Profile Financial Services. Announcing the acquisition, Profile chief executive Sarah Abood said: "We feel strongly that to be truly successful, we need to be able to attract great planners and clients as well as complete ...

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... advisers - a running theme at the Association of Goals Based Advice's inaugural conference. Profile Financial Services' Sarah Abood said solutions simply don't exist to build tools that allow goals-based advisers to have the kind of conversations they ...