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Showing 1 - 10 of 56 results for "Don Trapnel"

Farewell Michael Harrison

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2023
A veteran of the Australian financial services sector, Michael Harrison is being remembered as a teacher, mentor, and unrelenting advocate for risk advisers after he passed away on Sunday morning, aged 78. Harrison enjoyed a varied and colourful career. ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
ASX-listed WT Financial Group (WTL) is set to acquire Synchronised Business Services for $8 million. The transaction will create one of the country's largest non-aligned dealer groups with more than 600 advisers and $16 billion in funds under advice. ...

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
Risk advice technology solution LifeBid has added to its board of advisers. Financial adviser Katherine Hayes, who is co-founder of Hayes & Co Insurance Services and NSW and ACT director for the Association of Financial Advisers (AFA), has joined the ...

Synchron names new state manager

KARREN VERGARA  |  MONDAY, 14 FEB 2022
Synchron added a new state manager to its network to cover South Australia and Northern Territory. Emma Crothers joins as the South Australia and Northern Territory state manager, based in Adelaide. She most recently ran her own consultancy Fusion Practice ...

Synchron appoints compliance lead

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
Financial advice dealer group Synchron has appointed a general manager, compliance. Phil Osborne took on the position from February 1. He has been working with Synchron as a compliance consultant since July 2021. He reports directly to the Synchron ...

Vale Chris Regenass

JAMIE WILLIAMSON  |  MONDAY, 17 JAN 2022
The financial advice community is remembering Synchron state manager Chris Regenass, following his sad passing last week. In a video message to the Synchron adviser network, director Don Trapnell shared that Regenass passed away as a result of heart ...

Industry mixed over FSC advice framework

ANNABELLE DICKSON  |  FRIDAY, 15 OCT 2021
The financial advice industry welcomes the Financial Services Council (FSC) recommendations to help reduce red tape and make financial advice more affordable, but one dealer group is unsure whether the FSC is trustworthy - particularly for risk advisers. ...

Synchron appoints Queensland manager

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
Dealer group Synchron has a new state manager for Queensland. Ben Donohue steps into the role, joining from Challenger where he was a business development manager. "Ben began working in financial services in 2005 and was most recently a business development ...

Synchron demands clarity from insurers

ELIZABETH MCARTHUR  |  THURSDAY, 18 MAR 2021
Financial advice dealer group Synchron is urging life insurers to clarify their responses to the new unfair contract terms regime. The new regime will come into effect from 5 April 2021, requiring many policies to be corrected. "Our understanding is ...

Synchron hires from MLC Life

ELIZA BAVIN  |  FRIDAY, 30 OCT 2020
Synchron has announced it hired a new state manager from MLC Life Insurance. Sarah Congdon has been appointed as Sychron's new Victorian state manager effective 30 October 2020. Congdon joins Synchron after 10 years as a business development manager ...
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