Search Results | Showing 21 - 30 of 32 results for "Total Financial Solutions" |
| | | ... Richard Liverpool, joining as head of sales, was previously national practice development manager at Total Financial Solutions. Prior to that, he was a regional manager for NSW and ACT at Australian Financial Services. He has also held roles at AMP ... |
| | | | ASIC has increased its surveillance activity on Total Financial Solutions Australia advisers, following compliance concerns. The surveillance commenced in October 2014 and focused on TFSA product advice, which ASIC identified as having a "one-size-fits-all ... |
| | | | ... Countplus chief executive Michael Spurr will step down after four years in the job and will be replaced by Total Financial Solutions (TFS) chief executive. TFS is Countplus' financial planning group subsidiary and its chief executive Phillip Aris will ... |
| | | | Countplus financial planning group subsidiary Total Financial Solutions (TFS) has added two advice practices to its network and acquired a 49% interest in a third firm. A Sydney-based specialist personal insurance advice business will join TFS this ... |
| | | | Countplus-owned Total Financial Solutions (TFS) has brought a financial advice firm under its Australian financial services (AFS) license and has acquired equity on one of its practices. Hunter Financial Planning will now operate under TFS' license ... |
| | | | ... Company Financial Planning which had $275 million in funds under management. Last October it bought Total Financial Solutions Advisers, a dealer group of 60 planners. In March it bought Perth-based legal business SuperGeneration, a superannuation specialist ... |
| | | | Countplus has bought risk-focused dealer group Total Financial Solutions Dealership, which has over $1 billion, as its final acquisition before a planned IPO in December. The non-accounting based dealer group has around 70 advisers. Its head office ... |
| | | | ... collaborate on key policy issues in order to create vocal and effective lobbying campaigns." Phil Aris, from Total Financial Solutions, said: "Politics is a numbers game and as licensees, we know we need to get our collective voice heard in Canberra. ... |
| | | | ... Board. "Through leveraging off Macquarie's service offerings and expertise, we can further strengthen our Total Financial Solutions strategy," said Kevin White, managing director of WHK. Meanwhile Macquarie Private Wealth division head, Peter Coleman ... |
| | | | ... challenges this year to gain the trust of their clients. According to young financial planners Brad Fox from Total Financial Solutions and Synchron's Sarah Riegelhuth, the toughest challenge for financial planners this New Year is maintaining trust and ... |
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