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Showing 21 - 30 of 49 results for "Don Trapnel"

Synchron appointment looks to the future

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
Synchron has appointed a new compliance officer in a bid to set up the non-aligned dealer group for future success. Michael Jones will commence the role in late June, joining Synchron from UBS Wealth Management where he was director of transactions ...

Synchron lands payroll tax win

KERRIE SYDEE  |  TUESDAY, 14 JUN 2016
Leading non-institutional licensee, Synchron, has won its battle on payroll tax that would have had major financial implications for Australian licensees. After a five year legal battle, the State Revenue Office (SRO) Victoria has issued a letter to ...

Synchron announces LIF tech and referral arrangements

ALEX BURKE  |  TUESDAY, 23 FEB 2016
Following on from its partnership with AIA to create a Life Insurance Framework-friendly insurance product, Synchron has announced two new LIF support initiatives. The first is SyncAdvsr, a software package designed to automatically produce fee disclosure ...

Synchron debuts new risk advice solution

ALEX BURKE  |  TUESDAY, 9 FEB 2016
Synchron has revealed the prototype of the fixed term level life insurance product it has developed jointly with AIA Australia. Speaking at a media briefing in Sydney, Synchron director Don Trapnell said the idea came about after researching how life ...

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 ...

Risk reforms ignore key adviser concerns

ALEX BURKE  |  THURSDAY, 25 JUN 2015
Risk advisers expressed concern that the industry-led risk reforms package ignores the problem of vertical integration and client-driven policy churn. Synchron director Don Trapnell told Financial Standard that the reform improved on the initial Trowbridge ...

Don't blame "churning" on advisers: Synchron

LAURA MILLAN  |  MONDAY, 20 APR 2015
Risk advice dealer group Synchron has asked industry stakeholders not to blame "churning" of life insurance policies only on advisers and demanded that insurers improve product design. Synchron noted that in the United Kingdom and in South Africa, "companies ...

Separate risk advisers from other planners: Synchron

LAURA MILLAN  |  THURSDAY, 29 JAN 2015
A life insurance policy has more in common with car insurance policies than with an investment portfolio and therefore risk advisers should be kept separate from other financial planners, Synchron director Don Trapnell argued. "For some reason, risk ...

Independent dealer groups eye Genesys practices

LAURA MILLAN  |  TUESDAY, 25 NOV 2014
Centrepoint Alliance has opened its doors to Genesys advisers after the closure of the dealership and asked them to choose a dealer group aligned with their values. "The impending closure of the Genesys dealer group has shone the spotlight once again ...

Synchron recruits admin staff to cope with adviser demand

LAURA MILLAN  |  FRIDAY, 11 APR 2014
Synchron has recruited administration and compliance staff to assist with an increase in adviser applications to join the dealer group. At least 34 individual advisers have applied to join Synchron in over a month, following the group's decision to ...