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Showing 21 - 30 of 31 results for %22Steve Davis%22

Australian Unity takes majority stake in Certainty Financial

MELANIE TIMBRELL  |  WEDNESDAY, 4 APR 2012
... joint venture with Australian Unity Personal Financial Services, which has taken a majority interest in the practice. Steve Davis, Australian Unity Personal Financial Services general manager said the JV will better position Australian Unity to weather ...

Deutsche Asset Management adds to Fixed Income team

RACHEL DAVIS  |  THURSDAY, 15 SEP 2011
... Wee to its fixed income team based in Melbourne. Wee will work with local team members Chris Siniakov, Andrew Canobi and Steve Sutcliffe on the management of Deutsche Asset Management's Australian Fixed Income portfolios. She will be responsible for ...

Bravura launches mobile super site

RACHEL DAVIS  |  FRIDAY, 10 JUN 2011
Wealth management technology supplier Bravura Solutions has launched a new superannuation fund website to enable members to engage with super through mobile phones. The site is enabled by Bravura's online super product ePASS and is available on all ...

Accountants boost AU planner business

COMPANY RELEASE  |  WEDNESDAY, 30 JUN 2010
... to Australian Unity planners and mortgage brokers. General manager of Australian Unity Personal Financial Services, Steve Davis, said the growth is expected to accelerate in the next year as the firm deploys additional resources into the accountant sector. ...

Plan Protect buys boutique firm

MICHAEL HOBBS  |  THURSDAY, 17 JUL 2008
AXA financial planning representative, Plan Protect purchased Sydney CBD based financial planning practice, Bearsden Holdings, boosting its funds under advice to more than $200 million. Bearsden Holdings comprises of two financial planners including ...

AXA's succession solutions

MICHAEL HOBBS  |  FRIDAY, 8 FEB 2008
Financial advisors looking to sell their business must ensure it's operating successfully because inefficient practices risk being sold at almost 20 per cent below the industry average, an AXA report found. The 2008 AXA Succession Report was published ...

People to power advice of the future

... yesterday's Association of Financial Advisers (AFA) and Financial Standard Luncheon Club Series for Financial Advisers, Steve Davison, AXA's national manager, GROW, managing director of the Encore Group, Graham Peaty, and Terry Bell, principal at Business ...

Planners advised to plan ahead on succession

Financial planners might be able to help you with your retirement but when it comes to their own succession planning they could do with some help from business experts. AXA has launched its merger, acquisition and succession planning initiative 'GROW' ...

AXA grow adviser support

AXA Financial Advice Network is expanding the support it offers its financial advisers, by releasing a new business management solution to be introduced and overseen by a new national manager who is set to start this month. Steven Davison, previously ...

Succession planning driving advisers more than sales

Financial advisers are putting succession planning ahead of 'sales focused' priorities such as lead generation and marketing, according to a recent AXA industry survey. Steven Davison, AXA distribution planning manager, says, "[There has been a] significant ...