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Showing 11 - 20 of 34 results for "Advice program"

CBA appoints international experts to oversee advice program

LAURA MILLAN  |  MONDAY, 11 AUG 2014
Jeff Carmichael's Promontory Financial Group has been appointed independent expert for the Commonwealth Bank's (CBA) Open Advice Review program. The appointment follows a series of announcements made ahead of the company results, which will be released ...

Retired High Court judge to chair CBA review panel

LAURA MILLAN  |  FRIDAY, 11 JUL 2014
... this year, Callinan became an ad hoc Judge of the International Court of Justice (ICJ). CBA announced the Open Advice Program a week after the Senate Economics Committee released a report largely critical of the bank's advice process over the past years ...

AMP's Ipac unveils Next Generation Advice program

LAURA MILLAN  |  MONDAY, 2 DEC 2013
Ipac has started to implement Next Generation Advice, a program designed to improve communication with clients and to deliver consistency across the group's practices all over the country. The AMP-owned dealer group has appointed Matthew Fogarty as ...

Jenny Brown named AFA Adviser of the Year

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
... young adviser in the AFA's mentoring program and is also a dynamic member of the AFA Inspire - Connecting Women in Advice program. Fox also thanked Zurich for their ongoing support of the Award, now in its 11th year. Zurich GM Retail Life & Investments ...

First State Super tracking well after merger

BEN COLLINS  |  WEDNESDAY, 23 JAN 2013
... drive down investment fees and insurance costs, the increased scale has delivered a stronger intra-fund financial advice program, which will be a key development area for the not-for-profit superannuation sector in coming years, Dwyer said. "From a modest ...

MLC appoints head of advice

LINDA HAUSKEN  |  MONDAY, 16 JUL 2012
MLC has appointed Leah Mallett as head of advice programs in its business development division. In this role, Mallett will assume responsibility for adviser recruitment for MLC's Advice Business School. Mallett joined MLC in 2002 where she held a practice ...

Free advice sparks Financial Planning Week

ALISON BEVEGE  |  MONDAY, 23 MAY 2011
... financial adviser. More than 170 Financial Planning Association (FPA) members have signed up to participate in the free advice program which can be accessed at the Good Advice website. The week is a national initiative with all 32 FPA chapters from different ...

Securitor to grow planner network

MATT WOODINGTON  |  FRIDAY, 29 APR 2011
Dealer group Securitor is looking to grow its network, while rolling out new initiatives to improve the efficiency of its existing businesses. Securitor, owned by BT Financial Group, currently has close to 500 planners and 240 practices within its network. ...

Russell moves into industry fund admin

ALISON BEVEGE  |  FRIDAY, 25 MAR 2011
... the fund's day-to-day transactions. Mercer was seen as being more able to deliver an in-house financial planning advice program than Pillar.

Media Super switches from Pillar to Mercer

ELISE BURGESS  |  THURSDAY, 17 FEB 2011
... Super investment strategies and insurances, and contribution strategies. "Mercer has an in-house financial planning advice program which is at a more advanced stage than Pillar," said Ross Martin, chief executive of Media Super. "Mercer also offer a ...