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Showing 21 - 30 of 33 results for "Affinia"

AIA hybrid program signs 1,000 advisers

ALEX BURKE  |  TUESDAY, 24 NOV 2015
... going to deliver long-term sustainable income for the business in future, a hybrid commission structure makes sense," said Affinia adviser Daniel Lane, who joined the program over a year ago. "This type of program is a great way to make the transition ...

Steve Helmich joins Affinia

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
TAL has made two key appointments to its Affinia risk advice team. Steve Helmich has been made chair of Affinia, having joined from AMP, where he was, most recently, executive director of financial planning. Commenting on his appointment, Helmich said ...

Affinia announces adviser award winners

ALEX BURKE  |  FRIDAY, 4 SEP 2015
TAL-aligned dealer group Affinia has announced the winners of its 2015 Adviser Awards. Targeted at recognising the professional achievements of Affinia's risk advisers, the awards are split into four categories. The first, Adviser of the Year, was won ...

Affinia develops life insurance advice tool

ALEX BURKE  |  THURSDAY, 19 MAR 2015
Dealer group Affinia Financial Advisers has unveiled The Strategic Advice Cashflow Tool, software designed for delivering "best interest"-compliant life insurance advice. Affinia's tool comprises a "needs analysis and cashflow calculator" and forms ...

AFA presents renewed strategy and Narrative

LAURA MILLAN  |  SUNDAY, 12 OCT 2014
... and added: "The quality of a product in a healthy market needs to be good. For us the product is the words, the advice." Affinia general manager Craig Parker also spoke about communicating with consumers: "we need to communicate not the best stories ...

TAL's Minto to retire, new CEO named

LAURA MILLAN  |  WEDNESDAY, 24 SEP 2014
... investments adviser business, TAL's Group insurance and wholesale business and also TAL's customer facing advice businesses of Affinia and Lifebroker. "I am excited to be given the opportunity to lead TAL.A It is a privilege to be able to work with all ...

Affinia hires regional business consultants

AAP  |  MONDAY, 23 JUN 2014
TAL-backed Affinia Financial Advisers has appointed one business consultant for Victoria and Tasmania, and one for Western Australia and South Australia. Nadia Docker will be in charge of Victoria and Tasmania, while Natalie Pegg will look after Western ...

Platforms surpass pre-GFC levels

LAURA MILLAN  |  MONDAY, 1 JUL 2013
... Edmondson asked after handing back his Australian financial services licence (AFSL) and joining TAL-backed dealer group Affinia. Edmondson was the winner of the Association of Financial Advisers (AFA) Adviser of the Year award in 2006 and has seen his ...

AFA Adviser of the Year hands back AFSL, joins Affinia

LAURA MILLAN  |  WEDNESDAY, 26 JUN 2013
Adviser Troy Edmondson has handed back his Australian financial services licence (AFSL) and is going to joining Affinia because compliance obligations were taking him away from his clients, he said. Edmondson has handed back the licence of Queensland-based ...

Affinia appoints new national manager

STAFF WRITER  |  MONDAY, 20 MAY 2013
National dealer group Affinia has made a senior appointment as it looks to be the licensee of choice for specialist risk professionals in Australia. Sitparan Gnanendran has been appointed the specialist life insurance advice dealer group's new national ...