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Showing 231 - 240 of 247 results for "Mario"

Lonsdale provides practice tools

COMPANY RELEASE  |  MONDAY, 6 APR 2009
... client value proposition and tailored service packages that are accurately priced to ensure profits are generated," said Mario Modica, Lonsdale Financial Group chief executive. Peter Bugden of Bugden & Partners Financial Planning, said it's easy to let ...

DKN to wrap up $120m Zurich deal

... and managed fund products to small and mid-sized dealer groups in Australia. Meanwhile, Lonsdale chief executive officer Mario Modica said, "Cultural synergy was an important criterion in our discussions with DKN and I am confident that the merger will ...

Chilean pension system faces reform

ALEX DUNNIN  |  THURSDAY, 31 MAY 2007
... Chilean Government to review its compulsory system. To conduct the review, a special investigatory commission to be chaired by Mario Marcel, former budget director under the previous government, has been appointed by President Michelle Bachelet. Sparking ...

Perpetual adds to Canberra private client team

KATE HAGE  |  WEDNESDAY, 30 AUG 2006
... looks after that in-house and that enables me to have more faith in our service offering," she said. Heins is replacing Mario Kardum, who departed the role in January.

Lonsdale launches into SMAs with Direct Portfolio

HAMISH MADDEN  |  TUESDAY, 6 JUN 2006
... particularly suit SMSFs and where listed securities are a significant part of the investment mix," said chief executive officer, Mario Modica. ShareInvest is designed around a CGT and corporate action framework to optimise tax outcomes for those seeking ...

Lonsdale close to 110-planner target, adds risk specialists

... to 80 financial planner firms and there are about 174 advisers that use our services," said Lonsdale's chief executive, Mario Modica. "Within the next two to three years we would have at least 110 firms. We do have [staff] in-house whose specific role ...

Lonsdale plan ahead with PlanTech

... Australian group to use the newly updated PlanTech risk research software, to be installed across its offices nationally. Mario Modica, CEO of Lonsdale said, "The move to PlanTech has been a considered decision. We were attracted to moving our network ...

Lonsdale appoints finance manager

... identifies new ways to strengthen value in our practices by more closely aligning the client to the business," said group CEO Mario Modica. Modica added that forming the finance lending business was a direct response to their client's needs. "Demand ...

Demand for reverse mortgage on the rise

... Release, Macquarie and OFM Investment Group to team up with its network of 170 financial advisers. Lonsdale's chief executive Mario Modica says that the appeal of reverse mortgage products have increased in recent years. "It's a market that will continue ...

Lonsdale enters the mortgage broker market

... (NMB). The new agreement will mean a new business for Lonsdale called Lonsdale Finance Choice (LFC). Lonsdale chief executive Mario Modica says their advisers had reported an increased client demand for finance broking solutions with their accountant's ...