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Showing 391 - 400 of 779 results for "Association of Financial Advisers"

AFA appoints policy and marketing head

LAURA MILLAN  |  MONDAY, 19 OCT 2015
The Association of Financial Advisers (AFA) has appointed an industry veteran to its newly created general manager of policy, professionalism and marketing role. Samantha Clarke, who has 25 years' financial services experience, will oversee the public ...

Adviser Ratings reaches 4,000 planners

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
... over 5,000 adviser reviews have been posted, and the website has entered a partnership with the Association of Financial advisers to publish a financial literacy magazine. "Adviser Ratings is allowing consumers and their advisers to become more engaged ...

AFA Rising Star finalists announced

ALEX BURKE  |  FRIDAY, 2 OCT 2015
The Association of Financial Advisers and ANZ Wealth have announced the finalists for its 2015 Rising Star award. Peel Wealth Financial Planning's Katherine Cairns, Mr Insurance's Declan Doolan, Harvest Wealth's Kylie George, AP Financial Solutions' ...

New faces to lead financial services policy reform

LAURA MILLAN  |  MONDAY, 21 SEP 2015
... reinforcing how the Assistant Treasurer role is often a stepping stone to bigger roles. The Association of Financial Advisers (AFA) national president Deborah Kent thanked Frydenberg for "his accessibility whilst in the role. We wish him well in his ...

AFA announces awards finalists

ALEX BURKE  |  WEDNESDAY, 16 SEP 2015
The Association of Financial Advisers has announced the finalists for its 2015 awards. In partnership with TAL, the Female Excellence in Advice Award finalists are Perspective Financial Services' Esther Althaus, PetersMcKeown's Tricia Peters and NAB's ...

ANZ restructures advice licensees

LAURA MILLAN  |  FRIDAY, 4 SEP 2015
... after over two years as chief executive at Millennium3. He was previously chief executive of the Association of Financial Advisers (AFA) for seven years. FSP general manager Matt Brown has been appointed general manager for both dealer groups and in ...

CORRECTION: AFA COO joins netwealth

STAFF WRITER  |  THURSDAY, 27 AUG 2015
An executive from the Association of Financial Advisers (AFA) will join netwealth as head of governance and advice. Phil Anderson was the AFA's chief operating officer and will now lead netwealth-owned Pathway Licensee Service. He will also provide ...

AFA Female Excellence semi-finalists named

MARK SMITH  |  TUESDAY, 25 AUG 2015
The Association of Financial Advisers (AFA) and TAL have announced the semi-finalists for the 2015 AFA Female Excellence in Advice Award. Next Step Financial Group's Crystal Broadfoot, Perspective Financial Services' Esther Althaus, Carrington Financial ...

Financial advice is a boring game

ALEX BURKE  |  THURSDAY, 30 JUL 2015
... argued PortfolioConstruction Forum chief finology officer Dr. David Lazenby. Speaking at the 2015 Association of Financial Advisers National Roadshow in Sydney, Lazenby compared the traditional advice process to a combination of "doctor visit, maths ...

Advisers need to collaborate

ALEX BURKE  |  WEDNESDAY, 29 JUL 2015
... planners, according to Complete Financial Balance principal Brendan Cox. Speaking at the 2015 Association of Financial Advisers National Roadshow in Sydney, Cox - whose company won the 2014 AFA Practice of the Year award - said that it was only by having ...