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Showing 31 - 40 of 46 results for "Financial Planning division"

Plum reloads for HNW clients

MICHAEL HOBBS  |  FRIDAY, 11 JUL 2008
Plum Financial Services relaunched its financial planning division, developed a pension product and revamped its website to better cater for high net worth (HNW) members. The firm's financial planning service, which includes 60 financial advisers, was ...

Rabo planning expands to QLD

MICHAEL HOBBS  |  THURSDAY, 26 JUN 2008
Rabobank's financial planning division, Rabo Financial Advisors (RFA), purchased Queensland based advice firm, Dayas Financial Services in line with its strategy to grow its presence in Australia. The purchase means RFA will own Dayas Financial Services' ...

BankWest's recruitment drive on track

MICHAEL HOBBS  |  WEDNESDAY, 21 MAY 2008
... financial planner in each branch, according to Mark Reid, BankWest head of retail. Reid said BankWest's financial planning division included 17 financial planners on the "west coast" and 10 on the "east coast" across 14 stores nationwide. He said the ...

Browne & Co joins Securitor

MICHAEL HOBBS  |  TUESDAY, 15 APR 2008
... chartered accountant, Browne & Co, joined the group. Joining the Securitor group means Browne & Co's financial planning division, BEX, can access the dealer group's business development program, Business Torque and Asgard Wealth Solutions financial planning ...

ING Aus appoints new chief

... second largest aligned dealer network in Australia. However, in separate news, the group has closed its financial planning division, a few months after division head Colin Morgan's departure. Ross Bowden, executive director for aligned distribution groups ...

Challenger on course

MICHAEL HOBBS  |  TUESDAY, 26 FEB 2008
... by 67 per cent to $5 million compared to the previous period. In February last year, Challenger's financial planning division underwent a restructure which placed greater emphasis on technology and supporting its advisers. The company's 2008 first half ...

Fiducian FP attracts HNW clients

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
Fiducian financial planners have refined their skills and are attracting more high net worth investors than ever before. Indy Singh, managing director at Fiducian, said the company previously focused on delivering simple effective financial advice but ...

Yellow Brick Road leads to Calliva

MICHAEL HOBBS  |  FRIDAY, 25 JAN 2008
... spent the last six months building the business. "We got the infrastructure up and running in our financial planning division and then purchased Calliva Wealth. It's our plan to continue looking for prospective acquisitions in the financial planning ...

ANZ appoints ex-MLC as FP chief

MICHAEL HOBBS  |  TUESDAY, 4 DEC 2007
... manager of financial planning, ending its search after Mike Goodall's departure three months ago. The financial planning division has increased its planner numbers by 30 per cent in two years and has more than $12.8 billion in funds under management. ...

Challenger FP strengthens operations

MICHAEL HOBBS  |  MONDAY, 8 OCT 2007
... was head of advice projects and planning at BT Financial Group and Westpac Financial Planning. The financial planning division of Challenger is an amalgamation of Genesys Wealth Advisers and Synergy Capital Management.