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Showing 411 - 420 of 653 results for "Excellence"

Finsia partners with Hong Kong institute

DARREN SNYDER  |  MONDAY, 2 NOV 2015
... Institute and the Finsia is a step forward for practitioners of both institutes to champion professional standards of excellence," Cahn said. Finsia chief executive Russell Thomas said the agreement recognises the strength of Finsia's existing membership ...

Zurich cleans up at Plan For Life awards

ALEX BURKE  |  THURSDAY, 29 OCT 2015
... three categories at Plan For Life's 2015 Direct Life Insurance awards. Aside from the overall Direct Life Insurance Excellence Award, Zurich also picked up the Term Life and Customer Service for Life Companies awards. Held in Sydney on October 27, the ...

The power of saying no to difficult advice clients

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
... your business. This was the message given by Multiforte director and 2014 Association of Financial Advisers Female Excellence in Advice award winner Kate McCallum. Speaking at the Association of Financial Advisers National Adviser Conference in Cairns ...

NAB planner wins AFA Female Excellence Award

MARK SMITH  |  TUESDAY, 27 OCT 2015
NAB's Sharon Walker has won the 2015 AFA Female Excellence in Advice Award. AFA chief executive Brad Fox said with her passion for the advice profession and her belief in the value of quality financial advice, Walker is an outstanding role model for ...

AFA gives Education, Michael Murphy awards

MARK SMITH  |  TUESDAY, 27 OCT 2015
The Association of Financial Advisers (AFA) has given out the 2015 AFA Excellence in Education Award and the Michael Murphy Award. Charles Badenach of Main Street Financial Services has been awarded the 2015 AFA Excellence in Education Award. The award ...

CFAs told ASIC is for the consumer

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
... them: an instilled sense of ethics and market integrity, in other words, compliance; and high standards of technical excellence, or competence," Smith said.

AFA announces awards finalists

ALEX BURKE  |  WEDNESDAY, 16 SEP 2015
... 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 Sharon ...

Implemented Portfolios appoints former Genesys chief

ALEX BURKE  |  THURSDAY, 10 SEP 2015
... between us and with the combined experience of the whole Implemented team, the company is very well placed to deliver excellence across all the solutions that we provide and to continue to ensure we help advisers achieve their potential."

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 ...

New guide teaches social media best practice

MARK SMITH  |  MONDAY, 10 AUG 2015
... been curated from advisers' submissions to Financial Standard's annual SMILEYS (Social Media Influence, Leadership and Excellence Scholarship), which Zurich has partnered since 2012. The award recognises and supports advisers who harness social media ...