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Showing 11 - 20 of 46 results for "Elders Financial Planning"

Advice group continues education standards preparation

DARREN SNYDER  |  WEDNESDAY, 31 OCT 2018
... education scholarships aimed to help its advisers navigate upcoming education standards for the industry. Elders Financial Planning awarded a 16 education scholarships at their national conference in Glenelg this week. Elders has now delivered 31 scholarships ...

Advice dealer group takes out governance award

JAMIE WILLIAMSON  |  TUESDAY, 23 OCT 2018
... newly-acquired dealer groups was recognised in the Governance, Risk and Compliance Institute's annual awards. Elders Financial Planning took home the Team of the Year Award at a function hosted in Sydney. Elders Financial Planning general manager Tony ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... also present the Community Service Award, with Wealth Planning Partners' Amanda Cassar, Wayne Fenton of Elders Financial Planning and Zacary Leeson of HPH Solutions recognised. "The awards celebrate individuals and businesses who demonstrate a commitment ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... groups under the OnePath brand to IOOF Holdings. RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning comprising 717 aligned advisers and $19.5 billion in funds under advice will operate under the IOOF network. Last month ...

Elders appoints four advisers

KANIKA SOOD  |  THURSDAY, 26 APR 2018
Elders Financial Planning has added four financial advisers, including one of its first to be located in Sydney CBD. The appointments include: Bishal Chhetri from Sydney (NSW), Steve Salvemini from Glenelg (SA), Brett Stephenson from the Sunshine Coast ...

Adviser builds new practice under Elders banner

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
A Melbourne-based financial adviser is building out her own practice, joining the Elders Financial Planning dealer group. Becoming the 24th practice to join Elders since 2016, Marlene Zwarts has moved from a Millennium 3 firm to build out her own business ...

Advisers flock to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... acquired the assets for $975 million. Dealer groups RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning were all included in the deal, comprising 717 advisers and $19.5 billion in funds under advice. The acquisition is expected ...

Financial Standard's top stories of 2017

ALEX BURKE  |  FRIDAY, 22 DEC 2017
... to take over ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups, made up of 717 aligned advisers and $19.5 billion in funds under advice. The acquisitions will position IOOF ...

Elders enables greater access to advice in central NSW

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
... to launch Central West Financial Planning in Bathurst, NSW. In doing so, Russell has transitioned to Elders Financial Planning. "We are delighted to welcome Claire Russell from Bathurst, NSW to the dealer group. Claire will initially form a strategic ...

Elders adds 22nd advice business

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2017
A financial advice business in NSW's Riverina region became the 22nd practice to join Elders Financial Planning in the last 18 months. Albury Financial Planning, led by Brenden Maclean, has joined the dealer group which has "successfully built a truly ...