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Showing 21 - 30 of 112 results for "Paraplanner"

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... Wealth (NSW) FPA Financial Planner of the Year Award: Leanne Bielik FPA Advice Innovation Award: Daniel Thompson FPA Paraplanner of the Year Award: Andrew Mann FPA University Student of the Year Award: Nicole Gardner FPA Community Service Award: Peter ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... Advice Innovation Award Josh Pennell - Prosper Advisory Financial Services (VIC) Daniel Thompson - Finnacle (NSW) FPA Paraplanner of the Year Award Andrew Mann - Tupicoffs (QLD) Elora Shine - Cooper Wealth Management (NSW) FPA University Student of the ...

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... paper-based, into something that's a bit more automated and live in front of a client. They might need to repurpose their paraplanner so that they're sitting next to the adviser in a meeting and driving the technology." Koch agreed and said the ...

Advisers jump onto paraplanning platform

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
... Melanie Drago said she launched the platform in an effort to eliminate the many pain points she experienced working as a paraplanner. Tanngo is the only platform of its kind in Australia, Drago told Financial Standard, adding that it is similar to AirTasker ...

Asendium launches swift SOA solution

KARREN VERGARA  |  FRIDAY, 28 MAY 2021
The fintech has officially launched a solution that slashes the time to generate a statement of advice from eight hours to two hours. Asendium is aiming to reduce three major bottlenecks for advisers: processes, people and fragmented systems. Asendium ...

Adviser software soft launches

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
A new financial planning software that is free of charge promises to alleviate the cost of advice. ProductRex helps financial advisers assess superannuation and investment product recommendations by comparing fees and asset allocation between platforms ...

FPA announces 2020 award winners

KANIKA SOOD  |  THURSDAY, 26 NOV 2020
... automate or deliver advice, or to engage with clients. Victoria-based Corey Wastle of Verse Wealth won the award. FPA Paraplanner of the Year Award went to Emma Zwaan of Capital Partners Private Wealth Advisers based in Western Australia. FPA University ...

End of the road for advice qualifications

JAMIE WILLIAMSON  |  TUESDAY, 24 NOV 2020
Described as the 'end of an era', the Diploma of Financial Planning and Advanced Diploma of Financial Planning have been removed from the national regulator's register of vocational education and training. On November 3, the Australian Skills ...

FPA award nominations open, new award announced

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
... Professional of the Year Award, FPA Professional Practice of the Year Award, FPA Financial Planner AFP of the Year Award, FPA Paraplanner of the Year Award, FPA University Student of the Year Award, FPA Advice Innovation Award, and the Community Service ...

Adviser salaries unchanged: Research

ELIZABETH MCARTHUR  |  TUESDAY, 4 AUG 2020
The latest insights from Kaizen Recruitment show the benchmark salaries for financial advisers and paraplanners remain as they were in early 2019. The recruitment firm found that senior financial advisers with more than 10 years of experience can expect ...