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Showing 11 - 20 of 24 results for "Westpac Financial Planning"

Westpac FP maintains focus on senior planners

MICHAEL HOBBS  |  MONDAY, 17 AUG 2009
... planners over three years. Despite this setback, the group has no plans to change its umbrella strategy. Westpac Financial Planning's three year strategy to boost its ranks with around 200 senior financial planners and cut the number of entry level planners ...

FPA names board

MICHAEL HOBBS  |  THURSDAY, 9 OCT 2008
... Committee and also sits on the association's Strategic Marketing Committee. Spiers is chief executive of Westpac Financial Planning and has also been on the FPA Legislation and Regulation Committee for nine years. FPA members also elected Andrew Waddell ...

Westpac FP turns to experience

MICHAEL HOBBS  |  FRIDAY, 15 AUG 2008
Westpac Financial Planning plans to increase the number of experienced financial planners by more than 200 in three years and cut the number of entry level planning roles as part of a business restructure. The restructure also means the group is combining ...

Magnitude appoints chief

MICHAEL HOBBS  |  THURSDAY, 26 JUN 2008
Former Westpac Financial Planning NSW head of advice, Sean Allen has been appointed chief executive of BT Financial Group's financial advice business, Magnitude Financial Planning. Allen previously held a number of senior roles at HSBC, Commonwealth ...

Spiers heads BT advice business

RUTH LIEW  |  TUESDAY, 20 MAY 2008
... BT's Advice business is responsible for over $20 billion of clients' funds and brings together the Westpac Financial Planning and Advice Services teams, and Magnitude Financial Planning, which has grown to a network of over 15 practices and 30 advisers ...

Challenger FP strengthens operations

MICHAEL HOBBS  |  MONDAY, 8 OCT 2007
... advice to clients. Previously, Roche was head of advice projects and planning at BT Financial Group and Westpac Financial Planning. The financial planning division of Challenger is an amalgamation of Genesys Wealth Advisers and Synergy Capital Manage ...

Make retirement day count: Westpac FP

HAMISH MADDEN  |  TUESDAY, 17 APR 2007
... exact date right could translate into a financial boost worth tens of thousands of dollars, said to Westpac Financial Planning. With the new super changes being introduced this year, Westpac Financial Planning's head of technical services, Aman Ramrakha ...

Financial planners apply within: Westpac

HAMISH MADDEN  |  MONDAY, 31 JUL 2006
... trigger them to move to a new employer or dealer group, and outlines the advantages of working for Westpac Financial Planning." The Westpac Financial Planning recruitment drive will run for several months.

Westpac FP launches $500k super campaign

Westpac Financial Planning has launched a marketing campaign designed to help their existing clients realise the extra incentives to save for their retirement on the back of Treasurer Costello's proposed 2006 super reforms. In what is its first major ...

ING names new employer super manager

... where she held the role of general manager of technical services and has also worked with Sunsuper and Westpac Financial Planning before moving to ING. Clarke has also had extensive lobbying experience on super choice and term allocated pensions.