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Showing 31 - 40 of 67 results for "Philip Kewin"

AFA Adviser, Practice of the Year named

MARK SMITH | WEDNESDAY, 28 OCT 2015

... developing innovative technology that strives to build first-class relationships with clients and empower decision-making. Philip Kewin, general manager retail life and investments at the award's sponsor, Zurich, said the awards are an important celebration ...

Australians seeing Centrelink as "life insurance substitute"

ALEX BURKE | MONDAY, 10 AUG 2015

... services (such as Centrelink) as being effective substitutes. Zurich general manager for retail and life investments Philip Kewin commented on the research, arguing that "the real opportunity here is for advisers." "Our report proves that advisers are ...

AFA awards deadline looms

ALEX BURKE | TUESDAY, 14 JUL 2015

... and Andy Marshall. Nominations opened in June; at the time, Zurich's general manager of retail life and investments Philip Kewin said the awards "play a pivotal role in shining a light on, and sharing, best practice insights." Winners will be announced ...

Nominations open for AFA Adviser of the Year Award

STAFF WRITER | FRIDAY, 19 JUN 2015

... of their clients, prospects, and the community overall. Zurich's general manager of retail life and investments, Philip Kewin, said: "Both awards play a pivotal role in shining a light on, and sharing, best practice insights." Applications for both awards ...

AFA crowns Adviser and Practice of the Year

ALICE URIBE, LAURA MILLAN | WEDNESDAY, 15 OCT 2014

... impact on the public perception of financial advice," Fox said. Zurich general manager retail life & investments Philip Kewin, "These advisers are the vanguards of their profession and as such will provide crucial leadership during challenging times ...

AFA Adviser of Year and Practice of Year semi-finalists announced

STAFF WRITER | FRIDAY, 29 AUG 2014

... assessed on their efforts to improve the financial literacy of their clients, prospects and the community overall. Philip Kewin, Zurich's general manager of retail life and investments, commented: "Aside from a strong commitment to client care and self-development ...

Advisers eye opportunity in identity theft protection

LAURA MILLAN | FRIDAY, 25 JUL 2014

... "It's a development we could eventually see in Australia," Zurich general manager of retail life and investments Philip Kewin said. "Financial products in particular represent a high category of risk, due to the volume of sensitive personal financial ...

Zurich extends daily data feeds offer

STAFF WRITER | MONDAY, 21 JUL 2014

... ensure their client and policy data is always up to date," Zurich general manager of retail and life investments Philip Kewin said. "Our own research showed advisers thought the need to drive efficiency would be the single biggest outcome from the FOFA ...

Zurich global growth fund added to Securitor APL

STAFF WRITER | WEDNESDAY, 11 JUN 2014

... Investments Global Growth Share Fund has been included on Westpac-owned dealer group Securitor's approved product list. Philip Kewin, general manager retail for Zurich's life and investments business, said the inclusion reflected an encouraging degree ...

AFA to recognise best adviser and best practice

LAURA MILLAN | THURSDAY, 5 JUN 2014

... the growth and day-to-day running of their practice overall." Zurich general manager of retail and life investments Philip Kewin confirmed changes to the judging criteria for both awards. The judging panel will now take into account the efforts made ...

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Vision Super to drop fees upon merger

ELIZA BAVIN

Vision Super will drop administration fees once its merger with Active Super is complete.

Dixon Advisory clients should be heard at Senate inquiry: Anderson

ANDREW MCKEAN

Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson has urged the Senate Committee inquiry into Dixon Advisory to hear from ex-clients.

How to simplify super to get better retirement outcomes: Mercer

ANDREW MCKEAN

The superannuation system has lacked a clear direction for the provision of retirement outcomes, and while this is gradually changing, there remains a need to make it simpler for Australians, according to a Mercer report.

UBS injects $100m into Centuria Bass

ELIZA BAVIN

Centuria Bass has secured an additional $100 million commitment from global investment bank UBS.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

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Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

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Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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