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Showing 11 - 20 of 30 results for "Mark Spier"

BT: Focus on Count disproportionate

MELANIE TIMBRELL  |  WEDNESDAY, 30 MAY 2012
The focus on Count practices that have moved to BT ignores larger market issues, according to BT Financial's Mark Spiers, which in the last 12 months have prompted a total of 34 practices to shift to BT dealer groups. Moving to quash rumours of practices ...

DKN and Lonsdale heads leave and form BT advice unit

ELISE BURGESS  |  MONDAY, 7 NOV 2011
Just three weeks after leaving DKN, former chief executive Phil Butterworth, will head up a new BT advice unit along with three executives from the newly-acquired firm, including Butterworth's replacement, Mario Modica. In an email to fund managers ...

Westpac launches virtual planning service

ELISE BURGESS  |  WEDNESDAY, 28 SEP 2011
Financial planning services are seemingly limitless in distance after Westpac launched its first virtual financial planning service, linking Sydney-based planners to residents in a lucrative mining district. Using video-link and real-time technology ...

BT regroups for market push

ELISE BURGESS  |  WEDNESDAY, 3 AUG 2011
The reorganised BT Financial Group will go head to head with the newly merged AMP/AXA and focus on its insurance and super products, developing a new platform and adding planners to its advice business. Brad Cooper, chief executive, BT Financial Group ...

BTFG new head of prac mgmt

ELISE BURGESS  |  MONDAY, 30 MAY 2011
BT Financial Group has appointed its new head of practice management with plans to expand its key planner services. Wes Hall will lead of team of 104 that will conduct reviews and consider products, quality and compliance across all BT brands with regulatory ...

Keep advice a simple business: BTFG

ELISE BURGESS  |  THURSDAY, 24 MAR 2011
Trust and understanding the simplicity of the advice business is the key to surviving FOFA, according to Mark Spiers, general manager of advice, BT Financial Group. Adviser are anxious around the Future of Financial Advice (FOFA) but Spiers said despite ...

Englund heads BT dealer groups, Younger departs

RUTH LIEW  |  TUESDAY, 21 SEP 2010
BT Financial Group has appointed practice management head Matthew Englund as its new head of dealer groups, following Neil Younger's departure to head Commonwealth Financial Planning. Mark Spiers, BT Financial Group's general manager of advice, today ...

Former St.George WM chief quits BT

COMPANY RELEASE  |  MONDAY, 12 APR 2010
BT Financial Group (BTFG) has restructured its senior executive team following the resignation of Geoff Lloyd, former chief executive of St.George Wealth Management and the group's general manager. The company statement did not disclose the reasons ...

FPA appoints deputy chair

COMPANY RELEASE  |  FRIDAY, 2 OCT 2009
The Financial Planning Association of Australia (FPA) has appointed Matthew Rowe, managing director at Hood Sweeney, as deputy chair of the association's board. Rowe, a member of the FPA board since last year, takes over the role from Mark Spiers, general ...

Westpac FP maintains focus on senior planners

MICHAEL HOBBS  |  MONDAY, 17 AUG 2009
Westpac's financial planning division is running behind its aspirational target to recruit 200 senior financial planners over three years. Despite this setback, the group has no plans to change its umbrella strategy. Westpac Financial Planning's three ...