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Showing 11 - 20 of 20 results for "Licensee Select"

Paragem secures new planning licensee

MATT WOODINGTON  |  MONDAY, 20 JUN 2011
... on to Paragem's licence. ASET Wealth, formally WalterTurnbull Financial Planning, separated from BT's in-house Licensee Select, while FMD Group left AMP Hillross.

FIA growth leads to Licensee Select

ELISE BURGESS  |  MONDAY, 23 MAY 2011
Financial Index Australia (FIA) has moved in-house services to BT Financial Group's Licensee Select for its licensee solutions, citing strong growth for the outsourcing. The change will affect FIA's ten planning firms with over 35 advisers, who will ...

New chapter for ASET and FMD

ELISE BURGESS  |  MONDAY, 31 JAN 2011
... services provider Paragem. ASET Wealth, formally WalterTurnbull Financial Planning, has separated from BT's in-house Licensee Select. Paragem provided support for the financial advice firm during its transition from WalterTurnbull to ASET Wealth. ASET ...

Wealth transfer strategies top adviser books

RUTH LIEW  |  TUESDAY, 1 JUN 2010
... Australia's seismic $400 billion wealth transfer over the next two decades. Securitor head of dealer groups and licensee select, Neil Younger, said at the firm's annual conference last month that the transfer of wealth or inheritance from the Baby Boomer ...

Securitor awards top practices and advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 21 APR 2010
... of BT Financial Group, the wealth management business of Westpac, and Neil Younger, head of dealer groups and Licensee Select, announced the awardees at the Conference Gala Dinner hosted in Adelaide last week. The winners were selected from Securitor's ...

Time to grow: Securitor

MICHELLE BALTAZAR IS A MEDIA GUEST OF THIS YEAR'S SECURITOR ANNUAL CONFERENCE.  |  WEDNESDAY, 14 APR 2010
... Speaking at the Securitor annual conference in Adelaide this morning, Neil Younger, head of dealer groups and licensee select, told the attendees that the worst of the financial crisis is over and that it's time for financial planners to return to growing ...

Former COIN Software MD moves to BT

COMPANY RELEASE  |  TUESDAY, 9 FEB 2010
... advisers face in preparing for the changing regulatory landscape," said Neil Younger, head of dealer groups and licensee select at BT Financial Group.

Best of the best at Securitor

RUTH LIEW  |  MONDAY, 20 APR 2009
... Leibbrant also has an 'A' Compliance Rating, and is committed to peer reviews across TCM for all advice. Finally the 'Licensee Select Business of the Year' was awarded to Aset Wealth, a firm that was created out of the Walter Turnbull Wealth Management ...

New leaders at BT and Asgard

RUTH LIEW  |  THURSDAY, 4 DEC 2008
... private banking, insurance, and superannuation and investment solutions Neil Younger will head the dealer groups and licensee select, including Magnitude and Securitor. Phil Hay has been appointed head of life insurance, Brendan Tobin, head of general ...

Asgard refines licence service

MICHAEL HOBBS  |  FRIDAY, 17 OCT 2008
... their dealer group licence so they only pay for the services they need after Asgard Wealth Solutions launched Licensee Select. Licensee Select attempts to cater for each businesses requirements across three categories; foundation, which covers the essential ...
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