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Showing 31 - 40 of 186 results for "Head of Advice"

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... right provider to support its growth ambitions in a scalable and reliable way and drive efficiencies. Count group head of advice Andrew Kennedy said Xplan was re-selected based on its depth, efficiency, and productivity. Count has been an Xplan client ...

ART names advice and education leads

ELIZABETH FRY  |  FRIDAY, 3 MAY 2024
... need complex advice on retirement, and these advisers help deliver it," she said. Erick Cordero is now the new head of advice and education delivery at the nation's second-largest superannuation fund, and Evan Poole has been appointed head of practice ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... and 15, and will hear from an array of superannuation, financial advice, investments, and legal experts. UniSuper head of advice and education Andrew Gregory, who will be taking part in a panel Financial advice reform: risks and opportunities, told Financial ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... to reach." Murray Nankivell launched as a tax practice in 1938 and added an advice offering in 2009. Count group head of advice Andrew Kennedy said: "Tony and the team bring significant experience to our expanding adviser community. They are extremely ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... service proposition and positive conversations with existing Count members before joining. Meanwhile, Count group head of advice Andrew Kennedy said that Tailored Lifetime Solutions is a great fit for the group's growing adviser community. "David and ...

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... dedicated to devising wealth management plans and investment strategies to enhance financial wellbeing," Euroz Hartleys head of advice Amanda Boyce said. "The collaboration with Mason Stevens will further strengthen Euroz Hartleys' advice offering ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... risks to their financial stability," Lusher said. Stress testing is also common practice with Robert Devlin, the head of advice and partner Tribeca Financial. This is to ensure that clients can proactively plan for what the future might hold and help ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... will enable us to do just that." Under his new home, Chew is a senior financial adviser and takes on the role of head of advice. After approaching Vista, Chew said he was "really excited about Vista's vision and values" and impressed by the number ...

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
... for paraplanners to access specified client records through the Midwinter financial advice software. Midwinter head of advice Stacey Cowan said the financial advice software company is "thrilled to be partnering with leading paraplanning providers to ...

New product lead at Equip Super

ELIZABETH FRY  |  FRIDAY, 28 JUL 2023
... responsible for strategy development, planning, project governance, and execution. Earlier he spent four years at AMP as head of advice and six years at AXA running platform operations. The addition of the former Mercer heavy hitter with deep roots in ...