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Showing 11 - 18 of 18 results for "Synchron f"

New state manager for Synchron

KERRIE SYDEE  |  WEDNESDAY, 13 JUL 2016
Leading non-institutionally aligned licensee, Synchron has appointed a new Queensland state manager following the retirement of current state manager Gerry Porter. Gee Vas will undertake the role, joining Synchron from Zurich where she held the role ...

Synchron appointment looks to the future

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
Synchron has appointed a new compliance officer in a bid to set up the non-aligned dealer group for future success. Michael Jones will commence the role in late June, joining Synchron from UBS Wealth Management where he was director of transactions ...

Synchron appoints state manager

ALEX BURKE  |  THURSDAY, 15 OCT 2015
Synchron has appointed a Victorian state manager. Jason Milosevski joins Synchron from Zurich, where he was a Victorian business development manager. He has also held positions at AMP and AXA, and was considered for his current role having graduated ...

Advice firm ditches platform, adopts MDA

STAFF WRITER  |  TUESDAY, 26 MAY 2015
A Synchron financial planning practice has stopped using wrap platforms and has partnered with a managed discretionary account provider for its investment transactions. MEDIQ Financial Services will transition the majority of its clients to the managedaccounts.com.au ...

ASIC bans former Synchron adviser

STAFF WRITER  |  TUESDAY, 23 SEP 2014
The Australian Securities and Investments Commission (ASIC) has banned a former Synchron financial adviser from providing financial services for five years for failing to provide Statements of Advice (SOAs). Michael Richard Irwin, a Rockhampton-based ...

WA planners reject big dealer groups

BEN COLLINS  |  TUESDAY, 20 NOV 2012
Many financial planning practices in Western Australia are disillusioned with their institutionally-aligned dealer groups, said Synchron's manager for the state. Independent dealer group Synchron has grown its presence in Western Australia by 50% since ...

State winners named in AFA excellence awards

ELISE BURGESS  |  MONDAY, 1 AUG 2011
Six state winners have been announced in the Association of Financial Advisers (AFA) Excellence in Education Awards, with the national winner to be announced in October. The award, sponsored by Asteron, applauds independent financial advisers who continue ...

AFA selects Alexis for PI cover

After a 12-month process, the Association of Financial Advisers (AFA) has handpicked Alexis Insurance Brokers to give its members much needed help in choosing the right PI cover ahead of a new government ruling which raises adviser PI costs by as much ...
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