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Showing 151 - 160 of 228 results for "Synchron"

Synchron appointment looks to the future

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
Synchron has appointed a new compliance officer in a bid to set up the non-aligned dealer group for future success. Michael Jones will commence the role in late June, joining Synchron from UBS Wealth Management where he was director of transactions ...

Synchron lands payroll tax win

KERRIE SYDEE  |  TUESDAY, 14 JUN 2016
Leading non-institutional licensee, Synchron, has won its battle on payroll tax that would have had major financial implications for Australian licensees. After a five year legal battle, the State Revenue Office (SRO) Victoria has issued a letter to ...

ASIC accepts EU of former adviser

KERRIE SYDEE  |  WEDNESDAY, 18 MAY 2016
... has accepted an enforceable undertaking (EU) of former Victorian financial adviser and authorised representative of the Synchron dealer group, Michael Melamed. The EU follows concerns from ASIC that Melamed's advice about life insurance, during the period ...

NAB partners with University of Melbourne

KERRIE SYDEE  |  THURSDAY, 24 MAR 2016
NAB has partnered with the University of Melbourne and Melbourne Business School to promote and support innovation collaboration that will further shape the future of wealth management. The partnership will facilitate the exchange of talent and ideas ...

Synchron announces LIF tech and referral arrangements

ALEX BURKE  |  TUESDAY, 23 FEB 2016
Following on from its partnership with AIA to create a Life Insurance Framework-friendly insurance product, Synchron has announced two new LIF support initiatives. The first is SyncAdvsr, a software package designed to automatically produce fee disclosure ...

LIF expected before parliament this week

ALEX BURKE  |  THURSDAY, 11 FEB 2016
... that better-align with the new framework, along with support services to help advisers transition over. Most recently, Synchron and AIA Australia debuted a prototype fixed-term level life insurance product, which AIA Australia retail product manager ...

Synchron debuts new risk advice solution

ALEX BURKE  |  TUESDAY, 9 FEB 2016
Synchron has revealed the prototype of the fixed term level life insurance product it has developed jointly with AIA Australia. Speaking at a media briefing in Sydney, Synchron director Don Trapnell said the idea came about after researching how life ...

AFA gives Education, Michael Murphy awards

MARK SMITH  |  TUESDAY, 27 OCT 2015
... Steven Knight and Glen James all collected certificates. The prestigious Michael Murphy Award went to Gerry Porter of Synchron. The award is a tribute to an individual who has contributed substantially and consistently to the AFA advice community and ...

Synchron appoints state manager

ALEX BURKE  |  THURSDAY, 15 OCT 2015
Synchron has appointed a Victorian state manager. Jason Milosevski joins Synchron from Zurich, where he was a Victorian business development manager. He has also held positions at AMP and AXA, and was considered for his current role having graduated ...

Wealth Enhancers departs Synchron, goes independent

ALEX BURKE  |  TUESDAY, 28 JUL 2015
... Enhancers has set up its own Australian Financial Services Licence (AFSL). Wealth Enhancers was previously aligned with Synchron. According to Wealth Enhancers financial coach Rebecca Boles, the decision to go independent "wasn't so much against Synchron ...