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Showing 31 - 40 of 113 results for %22SMSF Adviser Network%22

Fastest-growing AFSLs in the country

KANIKA SOOD  |  FRIDAY, 30 OCT 2020
... Planning, with its 945 advisers and about $56 billion had the largest market share of advisers at 4.6%. It was followed by SMSF Advisers Network (907 advisers, $250 million, 4.4% market share). Next up were five names with 2% to 2.6% market share: Synchronised ...

Synchron compliance lead moves to AMP

ELIZABETH MCARTHUR  |  MONDAY, 17 AUG 2020
... largest advice AFSL in Australia with 1025 registered advisers, a 4.7% market share. The second largest is the SMSF Adviser Network, an AFSL designed for accountants that want to be able to provide SMSF and superannuation advice to clients with 858 advisers ...

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... does not show how many advisers IOOF picked up from ANZ. Commonwealth Bank also shed 99 advisers and the SMSF Adviser Network lost 84. National Australia Bank's advisers went from 350 to 279, with 71 exiting in the last six months. Meanwhile, GWM ...

500 advisers exit during COVID-19

ELIZABETH MCARTHUR  |  THURSDAY, 23 APR 2020
... Services went from 20 advisers to three. AMP lost 37 advisers. Ausure went from 47 advisers to just 11, whileThe SMSF Adviser Network lost 25. GWM Adviser Services lost 24 advisers, going from 329 to 305. Charter Financial and National Australia Bank ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... and institutions. Before founding his own business, Schapkaitz spent eight years with AMP and SuperConcepts in sales and SMSF administration senior roles. He also spent more than four years with BT Financial Group as the NSW/ACT state manager securitor ...

New partners at HLB Mann Judd

KANIKA SOOD  |  MONDAY, 17 FEB 2020
... to five. "Paul's appointment comes at a time of strong demand for quality business advisory, taxation, wealth advisory and SMSF services. HLB Mann Judd Wollongong is the only mid-tier accounting firm in the Illawarra area and Paul's appointment strengthens ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... Meanwhile non-insto aligned advisers only fell by 5% to 11,083. AMP Financial Planning remains the largest licensee followed by SMSF Advisers Network, Charter, Morgans and Synchronised Business Services. AMP and its four licences is the largest advice ...

What you read in 2019: Financial advice

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... for associate advisers, paraplanners and client service officers. 3. Major advice licensee in possible best interest breach SMSF Advisers Network had additional licence conditions imposed after ASIC surveillance spurred concerns the licensee had inadequate ...

New career move for ex-SuperConcepts head

ELIZABETH MCARTHUR  |  THURSDAY, 14 NOV 2019
... expansive professional network. SuperAA chief executive Mike McHenry said: "Stephen is without doubt one of the most respected SMSF practitioners working in the industry today and we look forward to the contributions his experience and leadership will ...

Managed accounts hit milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... $40 million to $35 million in the last year. AMP Financial Planning, IOOF Group, Commonwealth Financial Planning, NAB and SMSF Advisers Network are the five largest advice licensees. IOOF is the fastest growing group among the big six - increasing its ...