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Showing 11 - 16 of 16 results for "Partners Wealth"

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... learnings are Stanford Brown, The Wealth Partnership, Eikon Financial, Viridian Financial Group, Crystal Wealth and Partners Wealth. Tim Townsend, financial planner and partner at Townsend Cobain, will be the day's MC. To view the full agenda, click ...

New advisers in need of extra training

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
A training program launched by Partners Wealth Group is hoping to equip new financial advisers with the client relationship tools they may not gain through academic studies. The Partners Wealth Group Associate Advisor Academy (AAA) has been designed ...

Spike in SMSF borrowing breaches

MARK SMITH  |  FRIDAY, 23 JAN 2015
... There has been a spike in the number of self-managed super fund (SMSF) breaches related to borrowing, research by Partners Wealth Group shows. The number of SMSFs requiring a contravention report to be lodged with the ATO has fallen over the past year ...

Liam Shorte named FS Smileys Scholar of the Year

ALICE URIBE  |  FRIDAY, 14 NOV 2014
... Kimberley Middlemis, partner, Adrians Chartered Accountants @kmiddlemis Chris Nairn, managing director, Equus Partners Wealth Management @ChrisNairn_EPW Liam Shorte, director & financial planner, Verante Financial Planning @SMSFCoach Darren Wright, financial ...

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
... Management, Kimberley Middlemis, partner, Adrians Chartered Accountants ChrisA Nairn, managing director, Equus Partners Wealth Management LiamA Shorte, director &A financial planner, Verante Financial Planning Darren Wright, financial adviser, Prescott ...

Securitor awards top practices and advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 21 APR 2010
... Award winner nominations for Licensee Select Practice of the Year include: VIC/TAS - Iris Hobart NSW - Pitcher Partners Wealth Management SA - Eastwoods Wealth Management WA - Piersbridge QLD - HeritageMAP The Licensee Select Practice of the Year: Eastwoods ...
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