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Showing 11 - 20 of 58 results for "Financial Advice Network"

Westpac settles life insurance class action

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 APR 2021
Westpac has settled a class action relating to life insurance sold through its financial advice network. The class action was brought against Westpac Group by Shine Lawyers in 2017. It claimed that between 2011 and 2017, customers who received financial ...

Dealer group bolsters leadership

ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
One of Australia's largest privately owned financial advice dealer groups has made two key hires. Kevin Mayne and Lisa Ng are both joining Lifespan Financial Planning as national practice development managers. Mayne joins Lifespan after five years as ...

Class announces $4.2m acquisition

ELIZA BAVIN  |  THURSDAY, 13 AUG 2020
Class announced that it has executed an agreement to buy 100% of Assuriti (Smartcorp) for $4.2 million as it reported a 15% increase in FY19 operating revenue. The acquisition compromises an upfront cash payment of $2.73 million upon completion, plus ...

Super funds merge, board revealed

ELIZA BAVIN  |  WEDNESDAY, 1 JUL 2020
... returns for members." Stewart said the merger has created Australia's largest member owned national financial advice network, which will make it easier for members to access help and support. "Our scale will enable us to drive down our administration ...

Fiducian acquires advice practice

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 APR 2020
... Traralgon merge. The acquisition is a continuation of Fiducian's plans to expand and consolidate its financial advice network of franchises. The company says the expansion plans are expected to add $7.1 billion in funds under management, administration ...

Clime ramps up private wealth

KANIKA SOOD  |  TUESDAY, 2 JUL 2019
Clime Investment Management is looking to hire more financial advisers, expand its investment offering and potentially acquire advice books as it builds out its private wealth business. The 23-year-old firm managed $887 million at March end. It has ...

Advice group hires national practice manager

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2019
A financial advice network has hired a practice management professional from InterPrac Financial Planning. Lifespan Financial Planning announced Michael Gershkov has joined the firm's Melbourne office as national practice manager. Gershkov was national ...

Perfect storm smashes AMP

HARRISON WORLEY  |  THURSDAY, 14 FEB 2019
AMP suffered a 97% profit drop in 2018 and it's flagging a reshaped financial advice network into 2019. AMP recorded statutory net profit of $28 million last year, but the result is worth 3% of its 2017 full-year profit of $848 million. Discussing ...

IOOF replaces group head of research

KARREN VERGARA  |  TUESDAY, 20 MAR 2018
... Australia. Olsen will be responsible for sourcing and delivering investment insights to support IOOF's financial advice network and strategies, but takes on additional responsibilities of developing strategies for retirement incomes. For more than two ...

Synchron appoints state manager

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
... at AMP and related entities, including as a state manager and practice development manager for the AXA Financial Advice Network.