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Showing 31 - 40 of 112 results for "Elders"

Elders adds 22nd advice business

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2017
A financial advice business in NSW's Riverina region became the 22nd practice to join Elders Financial Planning in the last 18 months. Albury Financial Planning, led by Brenden Maclean, has joined the dealer group which has "successfully built a truly ...

Elders continues impressive growth run

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
Elders Financial Planning recently added another advice business to its dealer group, onboarding its 21st practice since 2016. Victoria's Strategic Guidance Group and BJT Private, led by Luke Sheehan, was welcomed to the Elders Financial Planning group ...

Elders boosts Victorian presence

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Elders Financial Planning is continuing its spree of on-boarding advice practices, adding its 20th business in less than two years just as it looks set to join IOOF. Following the news that IOOF will acquire ANZ Wealth's aligned advice dealer groups ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... business. IOOF has agreed to take over ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups, made up of 717 aligned advisers and $19.5 billion in funds under advice. IOOF said ...

2017 AFA Rising Star crowned

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... progress as an industry leader for other young advisers. Also nominated for the Rising Star Award were Karlee Hoog Antink of Elders Financial Planning; Andrew de Bono of Announcer Group; Rising Tide's Sam Jewell, EUROZ Securities' Lauren Walker and Keats ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... Financial Services was the winner of the 2017 Rising Star of the Year Award. Finalists this year were Karlee Hoog Antink of Elders Financial Planning; Andrew de Bono of Announcer Group; Rising Tide's Sam Jewell, EUROZ Securities' Lauren Walker and Keats ...

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... Following on from Erin Truscott's win last year, more than half of this year's finalists are women with Karlee Hoog-Antink of Elders Financial Planning Mackay, Lauren Walker of EUROZ Securities Limited, Mia Taylor of Evalesco Financial Services and Finn ...

Education key in combatting elder financial abuse

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
... this sort of training into their business plans, promoting trust and building on their business' reputation. "Seniors and elders are prime targets, they hold the largest share of wealth and often need assistance dealing with unwanted financial predators ...

Elders gives back to advice community

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2017
Elders Financial Planning will host a series of roadshow events to share its expertise with the wider financial planning industry. Designed to showcase the extensive specialist knowledge and talent the dealer group has accumulated, the roadshow is open ...

Advice dealer group expands network

KARREN VERGARA  |  MONDAY, 3 APR 2017
... continuing its growth strategy with the addition of a Melbourne-based practice to its national network. Joining under the Elders Financial Planning banner is Saltbush Financial Services. It is headed by financial planner Laurence Bonnici and becomes ...