Search Results | Showing 21 - 30 of 40 results for %22Capstone Financial%22 |
| | ... announcement to exit personal advice and sell advisers to Viridian Advisory. Over the same period, the likes of Synchron, Capstone and Akambo and Infocus made gains. Among the bigger players, ClearView, IOOF, TAL and State Plus also gained ground. The ... |
| | | ... regulatory and policy settings and the evolving nature of superannuation." Conroy described his appointment to as "the perfect capstone" to his prior experiences, noting the considerable time he spent in parliament focusing on both superannuation and ... |
| | | ... in high demand. As such, these will be offered as an advanced course in the new Master's program, together with a capstone unit that integrates skills learnt across all subject areas. There are more than 25,000 individuals currently licensed by ASIC ... |
| | | ... list at 34%. Close behind are the National Tax and Accountants' Association (32%), State Plus (30%) and Capstone Financial Planning (31%). Smaller, non-aligned or employee-owned licensees appear to have far higher ratios of women, accounting for ... |
| | | ... least one former Dover adviser, with nine groups adding 10 or more; Wealth Today, Bluewater Financial Advisers, Capstone Financial Planning and Interprac have each taken on 14 or more. In the eight weeks since the cancellation of Dover's AFSL, Lifespan ... |
| | | ... that would be expected if they were to recruit former Dover advisers. According to Rainmaker's analysis, Capstone Financial Planning, Bluewater Financial Advisors, Advice Evolution, Sentry Advice, Interprac and Synchron are among the top dealer groups ... |
| | | ... non-insto groups are Merit Wealth, GPS Wealth (recently acquired by Easton Investments), Dover Financial, Interprac, Capstone, Akambo, Synchron, Politis, Unison Wealth Management and Hunter Green. Overall, the largest licensees are AMP Financial Planning ... |
| | | ... comply with a number of key obligations. Rebate Financial Services, a Melbourne-based licensed securities dealer, and Capstone Capital, a Perth-based financial services company which specialises in stockbroking, corporate finance and advisory services ... |
| | | ... Prior to that, he was a managing partner at 3rdphase and has held senior roles at Endowment Bond Exchange, Capstone Financial Planning, Skandia and netwealth. Praemium also appointed a business development manager, Kylie Paton, who joins the firm from ... |
| | | InterPrac Financial Planning has appointed a national advice manager. Rae Stagbouer joins Interprac from Capstone Financial Planning, where she was a professional standards officer. Commenting on her appointment, she said: "This is an exciting time ... |
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