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Showing 31 - 40 of 92 results for %22SMSF Advisers Network%22

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... period. The data 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. ...

500 advisers exit during COVID-19

ELIZABETH MCARTHUR  |  THURSDAY, 23 APR 2020
... Financial 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 ...

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
... 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 licensee group but ...

What you read in 2019: Financial advice

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... 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 supervision ...

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
... $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 adviser footprint ...

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... group in the three years to December 2018 was the National Tax and Accountants Association, also known as SMSF Advisers Network. Over the three year period, the licensee went from just 11 advisers to more than 1080. The rapid and significant increase ...

Major advice licensee in possible best interest breach

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... licensees following an investigation sparked by phenomenal growth in adviser numbers in just six months. SMSF Advisers Network has had additional licence conditions imposed after ASIC surveillance spurred concerns the licensee had inadequate supervision ...