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Showing 1 - 10 of 20 results for "Simon Micallef"

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... 'Advice versus non-advice: When does the journey start?', Bineham will be joined by FinFocus Consulting's Simon Micallef to discuss the increasing provision of general advice via digital solutions and where the threshold lies between general ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... Award winner Jenny Brown chaired an MDRT session titled 'Learnings from Around the World'; then in another room, Simon Micallef from FinFocus Consulting and Marc Bineham, Noall & Co discuss how to provide digital advice solutions. Now it's time for a ...

CORRECTION: AFA COO joins netwealth

STAFF WRITER  |  THURSDAY, 27 AUG 2015
... solutions executive team. CORRECTION: An earlier version of this article incorrectly stated that Anderson has replaced Simon Micallef's role within netwealth. This is incorrect and we apologise for the error.

Netwealth rolls out Model Office improvements

STAFF WRITER  |  TUESDAY, 19 MAY 2015
... feedback. The developments were made over 18 months and involved 20 financial advisers and 16 specialist staff. Simon Micallef, head of netwealth Advice Group, said: "Model Office will continue to evolve based on adviser needs and we will continue to ...

Netwealth appoints general manager for adviser channel

LAURA MILLAN  |  FRIDAY, 6 FEB 2015
... private banking will further boost the experience in the netwealth Advice Group team," head of netwealth Advice Group Simon Micallef said. Cogle will be responsible for growing the business channel across the eastern coast. "We remain committed to growing ...

Planners keen to leave big dealer groups

JAMES FERNYHOUGH  |  FRIDAY, 5 SEP 2014
... moving away from the big vertically integrated dealer groups, according to netwealth Advice Group's head of advice Simon Micallef. "Since February the netwealth Advice Group has had increased activity in both appointing financial planning firms within ...

Netwealth overhauls adviser technology

ALICE URIBE  |  TUESDAY, 26 AUG 2014
... Model Office program through its Pathway Licensee Services business. According to head of netwealth Advice Group Simon Micallef, all of the financial planning adviser tools have been overhauled to ensure scalable documents across fact finds and statements ...

Licensees must be more open to social media: AFA

ALICE URIBE  |  TUESDAY, 19 AUG 2014
... going to be a key thing when choosing licensee." Speaking on the same panel netwealth Advice Group head of advice Simon Micallef said that the company was ready to "evolve" and had planned to have an adviser committee on social media. "We want advisers ...

Netwealth unveils key changes to advice business

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
... business to the next level in relation to the growth aspirations we have for the group," head of netwealth advice Simon Micallef said. Micallef confirmed that a large practice acquisition is being tucked into Bridgeport and two new adviser firms will ...

PROFILE: netwealth head of advice Simon Micallef

LAURA MILLAN  |  WEDNESDAY, 21 MAY 2014
Business and soccer have been parallel careers for netwealth head of advice Simon Micallef, and he has been moving swimmingly from one to another. But despite his love of the worldA game, he admits to Laura Millan that Australia will get its financial ...
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