Search Results | Showing 1 - 10 of 70 results for "Personal Insurance" |
| | | ... Otivo said, delivering personalised advice on superannuation, retirement, mortgages, debt, ETF investing and personal insurance through a plain-language chat interface. Further, recommendations are subject to all regulatory compliance that apply to human ... |
| | | | ... about their health. "For many of our members, the cover they have within their super is likely to be the only personal insurance they hold, which makes getting our insurance offering right all the more important," Blakey said. "These changes reflect ... |
| | | | ... chief executive, the new entity will provide financial advice spanning superannuation, retirement planning, personal insurance and mortgage broking, and will specialise in corporate super. AZ NGA executive general manager Chesne Stafford described the ... |
| | | | ... including personalised investment recommendations, as well as contribution advice with personalised strategies and personal insurance advice. Members will also be able to receive real-time advice on their debts, like credit cards, mortgages and investment ... |
| | | | ... or disability. Zurich said its life insurance advice business will work with PFAN to help Australians access personal insurance advice and insurance claims assistance. This includes evaluating claims eligibility, preparing, reviewing and lodging claims ... |
| | | | ... and Asteron Life. De Minaur was previously a financial adviser at NAB Private and Eluvia Financial Services. "Personal insurance has always been an important focus for our business. As we've grown, and now with the inclusion of the Noall & Co's ... |
| | | | ... said, adding that she failed to consider an exit strategy for her clients. She also did not provide appropriate personal insurance cover or keep proper records. ASIC deemed that she lacked the competence to provide financial services and her "understanding ... |
| | | | ... Alexander, along with Dummett and Ardino, noted the most advised topics are retirement planning, superannuation and personal insurance. However, Alexander agrees with Ardino believing scaled or limited advice, particularly in these topics, is not a different ... |
| | | | Stanford Brown has welcomed a new partner and financial adviser to the firm shortly after it named a new chief executive. Nicky Boustred has joined as a private wealth adviser and shareholder, after running Nixon Boustred Advisory, a financial planning ... |
| | | | ... business that provides individual and small business clients covering accounting, tax, finance, investment and personal insurance advice. The accounting practice services about 1400 clients, of which about 400 are investment and/or insurance clients. ... |
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