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Showing 31 - 40 of 131 results for "Practice Development"

Former Securitor manager joins Paragem

ALLY SELBY  |  WEDNESDAY, 12 FEB 2020
... Securitor state manager in a general manager role. Paragem has appointed Craig Kouimanis as a general manager of practice development to help support advisers and their practices as the industry undergoes significant upheaval. Kouimanis will be responsible ...

Dealer group restructures leadership

ELIZABETH MCARTHUR  |  TUESDAY, 4 FEB 2020
... Meanwhile, Alison Massey has also been promoted to head of compliance - advice assurance from her role as practice development manager. "In 2016, we recruited Michael Jones as head of compliance to allow Synchron director, John Prossor, to slowly step ...

Dealer group launches transition support service

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... plans. Her role will see her work alongside national dealer development manager Alan McTighe and national practice development manager Michael Gershkov. Lifespan chief executive Eugene Ardino said: "Jill has a wealth of experience in developing businesses ...

Elders FP to shutter

JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
... opportunities, with Elders SA/WA regional manager Allan Ward looking for a new role alongside EFP national practice development manager Michael Payne. In October it was confirmed the IOOF-aligned dealer group was in discussions over its future. As a ...

RI Advice faces ASIC action

JAMIE WILLIAMSON  |  THURSDAY, 31 OCT 2019
... officer for review prior to advice being passed on to clients and was subjected to more supervision by the practice development manager. This was not successful, the case study reads. A second audit in May 2015 produced a worse result than the first ...

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... Australia-wide, with offices in Melbourne, Sydney, Perth and Brisbane that will provide support, compliance and practice development," the group said. Further, AD Financial Services will also consider investing directly in advice businesses. Funds raised ...

Former Australian Unity executive joins advice licensee

JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
... commercial officer. Davis served nine years at Australian Unity, having joined from Perpetual where he was head of practice development. He will assume the new role on August 1, based on Queensland's Sunshine Coast. Davis joins his former Australian ...

Adviser builds new practice under Elders banner

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
... me to build a great advice business." "EFP has the capabilities in place to provide me with cutting edge practice development, compliance, technical and education support services which was a crucial choice for me in this environment of industry change," ...

Synchron appoints state manager

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
... same region. He has held multiple positions at AMP and related entities, including as a state manager and practice development manager for the AXA Financial Advice Network.

NAB appoints new regional advice GM

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... January from Beyond Bank Australia, where he was national manager wealth management and national manager practice development. Prior to that, he was a regional SMSF solutions manager at AMP, national manager distribution at BT Financial Group and southern ...