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Showing 381 - 390 of 415 results for "Pathway"

netwealth Advice names head of operations

JAMES FERNYHOUGH  |  TUESDAY, 29 OCT 2013
... Wealth Management, Roz Kaye. Kaye will oversee the operations of netwealth Advice Group and its three business lines, Pathway Licensee Services, Financial Planning Services Australia and Bridgeport Financial Planning. Head of netwealth Advice Group Simon ...

Netwealth Advice set for growth after business restructure

LAURA MILLAN  |  FRIDAY, 13 SEP 2013
... currently has a total of 60 advisers across three companies: Financial Planning Services Australia (FPSA), Bridgeport and Pathway, which services 1,000 advisers. Micallef said that the group is looking to grow by 5 practices during the next 12 months. ...

WealthSure undertakes major reform of the business

LAURA MILLAN  |  TUESDAY, 3 SEP 2013
... compliance failures and he has been banned permanently from providing financial services. WealthSure has already appointed Pathway Licensee Services as compliance consultant and it will also appoint a number of independent non-executive directors to ...

MediaSuper makes moves on mental health, joins SuperFriend

ALICE URIBE  |  THURSDAY, 25 JUL 2013
Industry super fund Media Super has become the 18th fund to join SuperFriend, the Industry Funds Forum Mental Health Foundation. SuperFriend is a national initiative aimed at improving the mental health and wellbeing of industry superannuation fund ...

Who will fill the SMSF education gap?

JAMES FERNYHOUGH  |  FRIDAY, 14 JUN 2013
The expansion of the self-managed superannuation fund (SMSF) market is posing new challenges in the education of financial advisers, according to Liz Ward, education manager at the SMSF Professionals Association of Australia (SPAA). Ward said more and ...

netwealth's advice group moves advice ops

ALICE URIBE  |  THURSDAY, 23 MAY 2013
... remain solely in Melbourne according to NAG's head Simon Micallef. NAG was launched March this year and is made up on Pathway Licensee Services, Financial Planning Services Australia (FPSA) and Bridgeport Financial Services. Micallef who is also the ...

FPSA makes senior appointment

JAMES FERNYHOUGH  |  FRIDAY, 17 MAY 2013
... (FPSA) head of licensee operations. In March this year FPSA came under the umbrella of netwealth Advice Group, alongside Pathway Licensee Services and Bridgeport Financial Services. While the three companies retain their individual brands, they are part ...

netwealth creates new national advice group

MARK SMITH  |  WEDNESDAY, 20 MAR 2013
... create an attractive proposition for advisers at all stages of their career. The new national advice group brings together Pathway Licensee Services, Financial Planning Services Australia (FPSA) and Bridgeport Financial Services - three business netwealth ...

Financial advisers raise bar in quest to succeed

ALEX DUNNIN  |  MONDAY, 29 OCT 2012
The calibre of financial advisers in Australia continues to improve, according to research that draws from 10 years' worth of data on how leading advice practices in the country operate. Yesterday the Association of Financial Advisers (AFA) released ...

AFA conference boasts biggest turnout in 20 years

LINDA HAUSKEN  |  TUESDAY, 9 OCT 2012
At this year's Association of Financial Adviser's (AFA) National Conference, due to kick off in three weeks, delegates can expect to hear from high caliber speakers who will be tackling the sector's challenges and opportunities in the face of regulatory ...