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Showing 1431 - 1440 of 1528 results for "Technical"

Aviva creates new unit to beef up distribution

... development management (BDM) team. Their role is to attend to Aviva's adviser client base who might want more specialist or technical assistance than can be provided by a generalist business development manager (BDM). McKenzie will specialise in corporate ...

APRA super splitting extension flawed

KATE HAGE  |  TUESDAY, 2 MAY 2006
The Australian Prudential Regulation Authority (APRA) has extended contributions splitting for members to any roll-over funds and transfers made before the 1 July RSE license deadline, but according to some the policy is flawed. Terry Brigden, partner ...

Accountants come under shadow shop radar

KATE HAGE  |  MONDAY, 10 APR 2006
... for self managed super funds, and not the products that go into the structure." Belinda Robinson, financial planning technical adviser to CPA Australia, said accountants were not the key focus of the survey. "The key thing is that it is a fine line what ...

Seniors Week reminds planners to get in early

KATE HAGE  |  TUESDAY, 4 APR 2006
... planning for their clients, starting earlier and planning for longer. Financial services provider Asteron's head of technical services, Louise Biti, has urged advisers to step up their retirement advice, well before the age of retirement. "They need ...

Challenger number one for annuities: Plan For Life

... competitive rates and extra services it offer to financial planners. "We provide online quotes, we have a very strong technical services, team headed up by Alex Denham and they are constantly out there providing education to fin planners about technical ...

Super benefits buried under gobbledygook

... understands the jargon involved. In a Mariner Retirement Strategy and Planning session this week, the group's head of technical services, Kate Anderson, told an audience of financial planners a raft of strategies including 'transition to retirement' ...

Trust creates new para-planning management role

Trust Company of Australia (Trust) has created and filled the new role of technical services and para-planning manager, adding to the financial and retirement planning team. Victoria Silva, former business development manager of Spectrum Super, will ...

AMPFP appoints heads of advisory services and research

... response to AMPFP's 1,300 planners. "Our advisory services team helps planners and our regional offices by providing technical, education and financial planning support, and our research team delivers comprehensive research to support AMP Financial Planning's ...

Kingston Capital to launch in-house SAF service

... Burgess has taken on the role as the group's General Manager Superannuation Services leaving his AET position as head of technical superannuation services. "My role at Kingston is to provide technical support to their advisers and training. The other ...

Advance Asset Management appoints head of product

... in a range of financially based roles provide her with an exceptional overview of the customer focus, compliance and technical aspects of product development. Her expertise, combined with her intimate knowledge of the boutiques with whom we work, will ...