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Showing 11 - 20 of 34 results for "Affinia"

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... CountPlus will acquire 75 financial advice practices that once belonged to TAL. CountPlus will pay $3.373 million for Affinia Financial Advisers and have about 400 advisers and $16.8 billion in funds under advice once the deal completes. CountPlus currently ...

Count Financial makes growth-focused hire

ALLY SELBY  |  FRIDAY, 22 MAY 2020
Count Financial has hired an experienced practice development manager, whose resume features the likes of Affinia, Commonwealth Bank and AMP, to ramp up its growth strategy. Chris Burton has been appointed as Count's practice development manager, and ...

Down but not out: Top advisers adapt

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... 79 advisers, going from 116 to just 37. Viridian picked up 76, after buying 90 advisers from Westpac. While Lifespan, Affinia and Paragem gained from Westpac's exit, a further 147 former Westpac advisers have so far failed to join another licensee. Commonwealth ...

NEOS unveils underwriting and sales team

KARREN VERGARA  |  TUESDAY, 23 OCT 2018
... Glendinning (VIC/TAS/SA) and Brett Leonard (QLD/NT). Leonard was most recently head of partnerships and operations at Affinia. Glendinning previously worked as acting state sales manager at AIA, while Leonard was acting head of sales at BT. Du Plooy's ...

AFSL launches new IFA dealer service

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
... advice dealer group will provide licensee services to non-aligned advisers by way of a new white label offering. TAL's Affinia Financial Advisers has launched Affinia Access, enabling AFSLs to operate under their own license and brand with the support ...

ASIC takes further action against MyPlanner

JAMIE WILLIAMSON  |  WEDNESDAY, 20 DEC 2017
... representatives complied with financial services laws. Prior to joining MyPlanner, Fraser was an authorised representative of Affinia from May 2013 to January 2015. From December 2012 to May 2013 he was licensed through Millennium3, and from June 2012 ...

Game theory revolutionises risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... said. The business has seen pre-launch adoption of the platform in Australia, having already been beta tested by Paragem, Affinia and Henderson Maxwell. "We all know clients can't tell us their risk tolerance, or how loss averse they are, or if they ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... financial planning The over-representation of over-50 men in financial advice spells doom for the industry, according to Affinia head Marcus O'Sullivan. Commenting on a panel at the 2016 FSC Leaders Summit in Melbourne, O'Sullivan said the severe lack ...

ASIC bans Brisbane life adviser

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... investigation found he had failed to comply with several financial services laws. Former authorised representative of Affinia Financial Advisers, Christopher Young, was banned after ASIC found he failed to act in his clients' best interests when providing ...

Focus on older men will kill financial planning

ALEX BURKE  |  FRIDAY, 22 JUL 2016
The over-representation of over-50 men in financial advice spells doom for the industry, according to Affinia head Marcus O'Sullivan. Commenting on a panel at the 2016 FSC Leaders Summit in Melbourne, O'Sullivan said the severe lack of diversity in ...