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Showing 11 - 20 of 35 results for "Young Adviser"

Zurich to promote advice profession through Grad Mentor

ALEX BURKE  |  THURSDAY, 3 MAR 2016
Zurich has announced it will extend its ongoing partnership with talent resourcing firm Grad Mentor to attract more graduates to financial advice. According to Zurich head of distribution, retail life and investments Kristine Brooks, "These partnerships ...

Young advisers flock to the AFA

STAFF WRITER  |  TUESDAY, 17 FEB 2015
Young advisers have responded to the Association of Financial Advisers (AFA) GenXt initiative and now 30% of the organisation's members are under 40 years of age. "We have made a significant investment, through the GenXt initiative, in helping our members ...

AFA GenXt roadshow connects knowledge and performance

MARK SMITH  |  MONDAY, 19 JAN 2015
... only academic, technical and formal education but also developing how that's practically applied. Whether you are a young adviser or a career changer, GenXt enables people to pick up practical tips as well," said AFA general manager, membership and campus ...

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
Independence, the flexibility to build an approved product list and cheaper, more advanced technology and platforms are encouraging more advisers to leave large licensees and strike out on their own. The big four banks and AMP have collectively seen ...

Advisers eye opportunity in identity theft protection

LAURA MILLAN  |  FRIDAY, 25 JUL 2014
Financial advisers could play a key role in protecting clients against the rise of identity theft and data fraud, Zurich Australia said. As many as 45% of financial advisers feel that offering clients protection from identity theft could add value to ...

Young adviser wins first Gwen Fletcher Memorial Award

LAURA MILLAN  |  TUESDAY, 24 JUN 2014
The Financial Planning Association of Australia (FPA) has awarded a young financial adviser the inaugural Gwen Fletcher Memorial Award. Dixon Advisory financial planner Erin Shields took out the award for being the highest achieving student in last ...

AFA launches 2014 mentoring program

MARK SMITH  |  MONDAY, 16 JUN 2014
The Association of Financial Advisers (AFA) has launched its 2014/15 mentoring program, an annual initiative aimed at promoting professional standards and giving advice to young advisers. AFA GenXt National chair Fraser Jack said the mentoring program ...

Count awards advisers in Shanghai conference

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
... Saward Dawson Financial Services was awarded Female Excellence in Advice and GNS Group's Justin Thompson became Young Adviser of the Year. The Support Specialist of the Year award was given to Janelle Jefferies from Personal Tax and Planning. This edition ...

AFA to train young advisers on soft skills

LAURA MILLAN  |  MONDAY, 9 DEC 2013
The Association of Financial Advisers (AFA) will be focusing on helping advisers develop emotional intelligence and soft skills in its GenXt Roadshow for 2014. The roadshow will kick off in Hobart on February 4, 2014, and will also visit Adelaide, Perth ...

Canberra adviser rolls out pilot project to engage GenYs

LAURA MILLAN  |  MONDAY, 2 DEC 2013
... retirees, he noted that "there is a core of people out there that cry out to get professional advice and support." A young adviser himself, Miller said he experienced "a bit of shame to think that I couldn't walk in to my practice and be my own client." ...