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Showing 31 - 40 of 59 results for %22Guardian Advice%22

Guardian Advice monetises new medical service for advisers

MARK SMITH  |  TUESDAY, 25 JUN 2013
Risk specialist dealer group Guardian Advice has launched a medical and pathology service, in partnership with Health Predictions, for advisers to easily refer clients and get a share of the profits. When medical and pathology testing is needed as part ...

Guardian Advice boosts team with 5 appointments

LAURA MILLAN  |  TUESDAY, 23 APR 2013
Guardian Advice has boosted its team with five new appointments in several departments of the firm. Mark Kevin was appointed as NSW/ACT state manage. He will develop the management of an equity partnership model, a strategic area that Guardian Advice ...

Guardian Advice unveils mentoring and equity partnership program

LAURA MILLAN  |  THURSDAY, 28 FEB 2013
Boutique advice network Guardian Advice seeks to attract young advisers and help them start their professional career through a mentoring program and an equity partnership that will be announced within the next eight weeks. Guardian advisers' average ...

Make sure the right people inherit your super

LINDA HAUSKEN  |  TUESDAY, 3 JUL 2012
... lion's-share of complaints received by the Superannuation Complaints Tribunal, Topdocs has now incorporated a death benefit guardian provision in its SMSF trust deeds. The specialist self-managed superannuation fund document provider Topdocs, has added ...

Adviser pleads guilty to dishonest conduct

LINDA HAUSKEN  |  WEDNESDAY, 27 JUN 2012
... in an effort to hide the conduct. At the time of the dishonest conduct Heathwood was an authorised representative of Guardian Financial Planning and an employee of Jalee Consulting Group where she provided financial advice and arranged life insurance. ...

Guardian Advice adds BT Life to insurer panel

BEN COLLINS  |  WEDNESDAY, 20 JUN 2012
Guardian Advice has added BT Life to its existing group of preferred partners. Guardian Advice head Simon Harris said the move follows satisfaction with the BT Life distribution team. BT Life joins Asteron Life, AIA, OnePath and CommInsure on the Guardian ...

Guardian Advice recruits four new practices

RACHEL DAVIS  |  THURSDAY, 3 MAY 2012
Guardian Advice has expanded its network with four new practices in NSW and Victoria, as part of its three year growth strategy to increase adviser numbers by partnering with independent practices. In 2011, Suncorp Group owned Guardian repositioned ...

ASIC strikes against currency trader

MELANIE TIMBRELL  |  TUESDAY, 3 APR 2012
... clients. Since 2004, Hassell has been an authorised representative at different times for Pivotal Financial Advisers Ltd, Guardian FP Ltd, AAA Shares Pty Ltd, AAA Financial Intelligence Ltd and most recently, 101 Wealth Solutions, who revoked Mr Hassell's ...

Adviser banned for chasing commissions

ELISE BURGESS  |  WEDNESDAY, 7 MAR 2012
... employee of Jalee Consulting Group Pty Ltd (Jalee), also an authorised representative of GuardianFP. She provided financial advice and arranged life insurance. During an investigation by the Australian Securities and Investments Commission (ASIC), it ...

Suncorp Life combines life risk, super and investments

CLAIRE MCGREAL  |  FRIDAY, 27 JAN 2012
... the helm of adviser distribution channel, which will drive intermediated distribution including Asteron Life, Guardian Advice, Standard Pacific and channel/dealer support services, the company said. "Being part of the Suncorp Group allows us to leverage ...