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Showing 31 - 40 of 50 results for "RetireInvest"

FSR changes usher era of less but better compliance

... software to produce SoAs that are shorter by as much as 50 per cent in length. This was soon followed by adviser group RetireInvest developing streamed down prototype SoAs for their own planners.

12 more for RetireInvest

RetireInvest has added 12 more planners to its stable, bringing the number of new planners to 61 for the year. George Haramis, RetireInvest General Manager is upbeat about the result and says, "Our targets were aggressive but we made it, and there are ...

Platinum creates new role after better-than-expected growth

... shareholder of the company. He has over 40 years of industry experience and has held senior management roles at Westpac, RetireInvest and Deakin Financial Services. Scott's prior role was as state manager in Victoria. Hills said that he will still be ...

FPA "Good Advice" campaign starts on TV this week

... campaign with the addition of Henry Financial Group, ING Financial Planning, Millennium 3, Phillips Financial Services, RetireInvest, Tandem, and Heraud Harrison joining the campaign's official supporter group.

RetireInvest uses Alliance Programme to build business

To further drive its expansion, RetireInvest has embarked on an Alliance Programme of strategic links to win business. These strategic relationships include developing formal and informal relationships with local accountants, solicitors and employer ...

New CEO for Getley Paulsen Group

... treasury management, stock broking, and financial planning. Prior to joining AMP, Jones was the WA State Manager for Retireinvest, a group with over 250 licensed financial advisers. Mr Jones said that the opportunity to take the helm of a business with ...

RetireInvest streamlines advisory process

RetireInvest has introduced a new range of templates and tools to improve their adviser network's interaction with clients and compliance capabilities. The new processes allow advice to be better tailored to clients' individual needs. In particular ...

RetireInvest expands with three new adviser businesses

Three new advisers have joined RetireInvest citing brand strength as a key motivator. Paul Huggins has moved from financial Wisdom to join the Wantirna practice based in Victoria. The other new advisers include Andrew Cunich who was previously from ...

Former RetireInvest franchise joins IRIS dealer group

Former RetireInvest dealer network, now established as IRIS Financial Group, has joined with another former RetireInvest franchise, 'Retirement Tasmania' increasing its funds under advice (FUA) by 20 per cent. The merged group will now include 30 authorised ...

Ballantyne steps into ING Advice COO role

ING Advice, the business unit of ING responsible for RetireInvest, Tandem and Millennium 3, has appointed Mark Ballantyne as its new chief operating officer. Before taking up the role at ING Ballantyne was MLC Advice Solutions general manager of Strategy ...