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Showing 321 - 330 of 653 results for "Excellence"

Suncorp appoints new wealth and life intermediaries head in executive reshuffle

KARREN VERGARA  |  FRIDAY, 13 OCT 2017
... comprises: chief executive banking and wealth, David Carter; chief information officer, Sarah Harland; chief program excellence officer, Lisa Harrison; chief people experience officer, Amanda Revis; chief executive of Suncorp New Zealand, Paul Smeaton ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... education at time when it's top of mind in the industry. Maxim Private Wealth's Michael Ward was presented the 2017 AFA Excellence in Education in Award at the Association of Financial Advisers' National Adviser Conference on the Gold Coast. Ward, who ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... small business owner," he said. The association offers support via AFA Care. 9.45am - Lea Schodel wins the 2017 AFA Excellence in Women Awards. She delivers a heartwarming speech: "In our industry, there is no room for competition, only opportunities ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
... fair. A consumer has a right to an expectation of a standard of education when they engage with a financial planner," Excellence in Education Award finalist and Encompass Wealth financial strategist Helen Russo says. The consensus was increased standards ...

BigTech: The next frontier for high-net-worth investors

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
... HNWIs," the consultant said. Capgemini noted HNWIs have high expectations of increased efficiency, transparency, online excellence, and innovation, as is often offered by BigTech. However the consultant did reassure everyone not to panic yet as respondents ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... for their clients and their community. The accolade rewards leadership, innovation, customer focus and professional excellence. Vying for the title this year will be Charlie Fraser of Shadforth Financial Group, Fortify Financial's Glen James and Julia ...

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
The five finalists in the 2017 Female Excellence in Advice Award have been named. Presented by the Association of Financial Advisers and TAL, the FEIA Award recognises the significant contributions made by women in the financial advice profession, their ...

Merged asset manager appoints Australian leadership

ALEX BURKE  |  TUESDAY, 15 AUG 2017
... partners. "As we integrate our businesses over the coming months we are committed to maintaining our focus on investment excellence and the highest level of client service."

Heffron acquires superannuation advice specialist

DARREN SNYDER  |  THURSDAY, 10 AUG 2017
... SMSF Solutions managing director Martin Heffron said McPhersons has established "an enviable reputation for technical excellence within the Queensland accounting and financial planning community." "We are delighted to say that Lyn Formica, Allan McPherson ...

Magellan scores major consumer partnership

ALEX BURKE  |  TUESDAY, 8 AUG 2017
... Douglass added: "Test cricket is the premium form of the game and its attributes of patience, skill and dedication to excellence are aligned with Magellan's approach to preserving and growing our clients' wealth over the long term." "Test cricket has ...