Search Results | Showing 21 - 30 of 53 results for "Peter Daly" |
| | ... fiduciary duty, intra fund advice, volume related payments and insurance. Pierre Kraft, Managing Director of AON Advice and Peter Daly, Managing Director of Australian Financial Services (AFS) have been appointed co-chairs of the Working Group. In June ... |
| | | ... planners to clients and products outside Australia, particularly in the broader Asian markets. AFS chief executive Peter Daly neither confirmed nor denied industry speculation that the buyer is from Asia. Speculation doing the rounds within the planning ... |
| | | ... their own IP and to transact in direct shares, managed funds, managed accounts through a consolidated order pad," said Peter Daly, chief executive and managing director of AFS. Lesh said following talks with OneVue, the UMA service will be rolled out ... |
| | | ... and a better equity deal in the business are switching dealer groups to Australian Financial Services, according to Peter Daly, chief executive and managing director at the dealer group. Daly said the group's profit results and independence is proving ... |
| | | ... launching a self managed super fund (SMSF) administration service that could halve the time required to set an SMSF. Peter Daly, managing director and group chief executive at AFS Group, said the administration service was developed with Class Super ... |
| | | ... Financial Services Group has engaged practice development firm Elixir Consulting to boost its Board of Advice program. Peter Daly, group chief executive and managing director of AFS Group, said the BoA program aims to help principals to clarify their ... |
| | | ... billion of fund inflows on their behalf. The new board members are Peter Johnston (AIOFP), Darren Pawski (WealthSure), Peter Daly (AFS), Kym Marriot (Life Balance), Neil McMillan (Primetime Financial Planning) and Dejan Pekic (Newealth). The new team ... |
| | | ... Powerwrap agreement with AFS had wide implications for the advisory marketplace. AFS chief executive and managing director, Peter Daly, said signing with Powerwrap reflected his group's belief in seeking the best so as to benefit clients. "AFS Group ... |
| | | ... Asset Management. The group's statement said Unsworth was selected because of her experience in running a business. Peter Daly, chief executive and managing director at AFS, said Unsworth would be Sydney-based and work across the group's financial planning ... |
| | | ... already engaged in will be sufficient to handle the workload." The FOS board has also changed. Michael Lavarch replaces Peter Daly, previous chair at Financial Industry Complaints and the Insurance Ombudsman Service, as chair in June. Lavarch was elected ... |
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