Search Results | Showing 1 - 10 of 210 results for "Synchron" |
| | ... through business development roles with AXA, AMP, and Zurich. In 2015, Milosevski was named state manager, Victoria at Synchron, leading the dealer group's expansion efforts in the state and recruiting more than 100 advisers over a five-year tenure. ... |
| | | ... been a financial adviser with Beta Advice since April 2022 and before that was a state manager and financial adviser at Synchron for four years. Intelligent Planning managing director Phil Osborne said: "We saw a widening gap in the financial planning ... |
| | | ... Financial Planning (300), Consultum Financial Advisers (295), Lifespan Financial Planning (278), Ord Minnett (258), and Synchron Advice (257) comprised the top 10 advice groups at the start of 2024. In early 2021, there were as many as 20,667 advisers. ... |
| | | ... $23 billion in funds under advice and $470 million of in-force premiums. This is across Wealth Today, Sentry Advice, Synchron, and Millennium3. |
| | | ... integration. Insignia currently services the M3 network primarily via a centralised support group. WTL supports its Sentry, Synchron and Wealth Today cohorts similarly via its Wealth Adviser hub. Additionally, WTL stated that the groups' share policies ... |
| | | The government has released a consultation paper today, inviting stakeholders to provide feedback on a proposed framework to synchronise superannuation payments with wages. The Securing Australians' Superannuation consultation paper also seeks feedback ... |
| | | Libertas Financial Planning is in the process of liquidation, a decision made by parent company Sequoia Financial Group four years after it was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia ... |
| | | ... arrive from WT Financial Group where he served as head of legal and regulatory affairs, having held a similar role with Synchron prior to its acquisition; Sequoia saying this will have him well prepared for the new gig. "Justin is known for his proven ... |
| | | ... of experience. Morgans Financial advisers have 17.3 years, while Ord Minnett advisers have 18.7 years. Advisers from Synchron Advice have 16.7 years of experience on average, while those at Count Financial and Lifespan have 14.8 years and 16.5 years ... |
| | | Financial advice firms AMP Financial Planning, Synchron, and Charter farewelled the largest number of advisers, dragging down the total population to 15,708 from 16,415 at the end of the 2023 financial year. Rainmaker analysis of ASIC's Financial Adviser ... |
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