Search Results | Showing 31 - 40 of 186 results for "Head of Advice" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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