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Showing 11 - 20 of 27 results for %22Grad Mentor%22

Chartered accountants largely FASEA compliant

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
The Financial Adviser Standards and Ethics Authority should recognise the qualifications of chartered accountants in order to keep them in the financial advice industry. That is the view of Chartered Accountants Australia and New Zealand, saying the ...

Aged care becomes critical for advisers

DARREN SNYDER  |  TUESDAY, 17 APR 2018
... specialist aged and disability care advisers will become necessary for any planning business to thrive in coming decades. Mentor Education founder and director Mark Sinclair said the advice industry has welcomed the launch of its training solution which ...

Advisers call for exam, standards clarity

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
Advisers are calling for much needed clarity around the new education standards, the code of ethics and what the formidable exam entails. The Financial Planning Association's head of policy and government relations, Ben Marshan, said several areas of ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... committees relating to Government and policy matters throughout the late 1990s and early 2000s, and has also acted as a mentor to many members. He is a former Australian representative hockey player and is now an international commentator for the sport. ...

How to put the sizzle back into finance: Grad Mentor

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... Addressing delegates during the sold-out Professional Practice Workshop at the 2016 FPA Congress in Perth yesterday, Grad Mentor's Alisdair Barr said nurturing your relationship with graduate employees in the same way you would your marriage is key to ...

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 ...

PROFILE: Mercer chief customer officer Renee McGowan

STAFF WRITER  |  TUESDAY, 23 FEB 2016
... what the word superannuation meant and I heard the word actuary for the first time then," she says. But "I had a fantastic mentor and she pushed me really hard and helped me learn an enormous amount during these first years." At some point, her mentor ...

NAB planner wins AFA Female Excellence Award

MARK SMITH  |  TUESDAY, 27 OCT 2015
... a key criteria for winning the award." Walker is an adviser with NAB Financial Planning in country Victoria. An active mentor to several other female advisers, Walker also volunteers in her community to assist women seeking safety from violent relationships. ...

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 ...

Windham looks to bring systemic risk strategy to Aussie investors

MARK SMITH  |  WEDNESDAY, 17 APR 2013
... hitting their risk objective. But Massachusetts Institute of Technology (MIT) graduate Turton, along with former university mentor and Windham founder Mark Kritzman, says there is a solution. "Our strategy enables us to significantly narrow that band ...