Search Results | Showing 11 - 20 of 45 results for "Dealer Services" |
| | | ... Solutions has had a boost to its books thanks to the increase in self-licensed financial advice practices seeking dealer services, such as back-office infrastructure and support. Now NSW-based practice Macaplan Financial Planning Resources and Canberra-based ... |
| | | | ... helpdesk, marketing and software support, he said. Alternatively, they can opt for an off-the-shelf package of dealer services including advice documents and templates, compliance manuals, and education and training. LaVista's infrastructure is built ... |
| | | | ... provide SMSF advice services. The SMSF Expert has a limited AFSL and runs a subscription-based model, providing dealer services including compliance, training, technical support and para planning services to accountants across Australia. Easton Investments ... |
| | | | ... requiring different skills and expertise. For this reason it is important for AFSLs to partner with dealer-to-dealer services to assist them in navigating the regulatory environment," head of Affinia Marcus O'Sullivan said. O'Sullivan said the licensee ... |
| | | | ... and its respective subsidiaries were sold to Netwealth in 2011 and HUB24 in 2014. Netwealth changed Paragem's Dealer Services to Pathway Licensee Services as of March 2012. Netwealth joint managing director Michael Heine said at the time: "The name change ... |
| | | | ... research for six years. He's held senior roles at Macquarie namely as an executive director, and led teams across dealer services, product and research, and private portfolio management. As the new chief investment officer, Crabb will be responsible ... |
| | | | ... advice standards, was previously chief executive of RI Advice Group. Prior to that, he was head of key accounts and dealer services at BT Financial Group, and has also held senior roles at Asgard and MLC. In his new role, Whereat will oversee ANZ's aligned ... |
| | | | ... advice standards, was previously chief executive of RI Advice Group. Prior to that, he was head of key accounts and dealer services at BT Financial Group, and has also held senior roles at Asgard and MLC. In his new role, Whereat will oversee ANZ's aligned ... |
| | | | ... client satisfaction," he said. This integration will be progressively rolled out this month to advisers accessing dealer services from netwealth subsidiary Pathway Licensee Services. The announcement came after a new Investment Trends adviser survey ... |
| | | | ... Protection for salaried advisers and Associated Advisory Practices for independent AFSLs looking to use Centrepoint's dealer services. "The principals we are speaking to realise how quickly the landscape is changing and they need to move quickly to maximise ... |
|