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Showing 21 - 30 of 46 results for "Elders Financial Planning"

Elders continues impressive growth run

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
Elders Financial Planning recently added another advice business to its dealer group, onboarding its 21st practice since 2016. Victoria's Strategic Guidance Group and BJT Private, led by Luke Sheehan, was welcomed to the Elders Financial Planning group ...

Elders boosts Victorian presence

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Elders Financial Planning is continuing its spree of on-boarding advice practices, adding its 20th business in less than two years just as it looks set to join IOOF. Following the news that IOOF will acquire ANZ Wealth's aligned advice dealer groups ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... to take over ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups, made up of 717 aligned advisers and $19.5 billion in funds under advice. IOOF said the acquisitions will position ...

2017 AFA Rising Star crowned

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... leader for other young advisers. Also nominated for the Rising Star Award were Karlee Hoog Antink of Elders Financial Planning; Andrew de Bono of Announcer Group; Rising Tide's Sam Jewell, EUROZ Securities' Lauren Walker and Keats Brydon of Finn Financial ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... the winner of the 2017 Rising Star of the Year Award. Finalists this year were Karlee Hoog Antink of Elders Financial Planning; Andrew de Bono of Announcer Group; Rising Tide's Sam Jewell, EUROZ Securities' Lauren Walker and Keats Brydon of Finn Financial ...

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... Truscott's win last year, more than half of this year's finalists are women with Karlee Hoog-Antink of Elders Financial Planning Mackay, Lauren Walker of EUROZ Securities Limited, Mia Taylor of Evalesco Financial Services and Finn Financial Planning's ...

Elders gives back to advice community

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2017
Elders Financial Planning will host a series of roadshow events to share its expertise with the wider financial planning industry. Designed to showcase the extensive specialist knowledge and talent the dealer group has accumulated, the roadshow is open ...

Advice dealer group expands network

KARREN VERGARA  |  MONDAY, 3 APR 2017
... strategy with the addition of a Melbourne-based practice to its national network. Joining under the Elders Financial Planning banner is Saltbush Financial Services. It is headed by financial planner Laurence Bonnici and becomes the third practice to ...

Advice group driving fintech efficiencies

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
Elders Financial Planning will work with a well-known fintech to further develop digital solutions for its adviser network. Elders is collaborating with SuiteBox to create a unique dealer group offering, delivering the latest digital developments and ...

Dealer group announces promotion and partnership

DARREN SNYDER  |  THURSDAY, 16 FEB 2017
National dealer group Elders Financial Planning has promoted from within for a new role and announced a digital alliance to continually improve its adviser offering. Elders promoted adviser services co-ordinator Anna Van-Gasteren to national practice ...