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Showing 41 - 49 of 49 results for "Don Trapnel"

FOFA makes assumptions on churning: Synchron

CLAIRE MCGREAL  |  WEDNESDAY, 7 MAR 2012
Independent adviser boutique Synchron has slammed elements of FOFA, claiming it will ultimately lead to advisers being penalised when acting in their client's best interest. Synchron has criticised two particular elements it says relate to churning ...

Synchron NextGen success firm expands to Sydney

MELANIE TIMBRELL  |  TUESDAY, 14 FEB 2012
Synchron's Melbourne-based private wealth management firm, Wealth Enhancers is recruiting for their new Sydney-based boutique office to be headed by former UBS equity trader Wade Tink. Tink, a graduate of Synchron's NextGen program, left UBS to join ...

Birth of the iPad adviser

MICHELLE BALTAZAR  |  WEDNESDAY, 8 SEP 2010
Dealer group Synchron's training conference next month for its financial advisers will be run entirely on an iPad, setting a technological milestone in the planning industry. Some 50 financial advisers who are attending the group's Next Generation Training ...

Synchron grows adviser base by 40pc

COMNPANY RELEASE  |  TUESDAY, 9 FEB 2010
Non-aligned dealer group Synchron has increased its adviser numbers by 40 per cent with the appointment of 44 new advisers last year. Synchron now has 154 advisers. The dealer group aims to have 200 advisers on board by Christmas 2010. Of these, 20 ...

Synchron adds consultant after growth

COMPANY RELEASE  |  THURSDAY, 19 NOV 2009
Synchron has hit the 150-financial-adviser mark and hired a practice development consultant. The financial advice group appointed Neil McKay as practice development consultant. McKay is a financial adviser who has also acted as a risk insurance consultant ...

Synchron attracts 50 young professionals

RUTH LIEW  |  TUESDAY, 23 SEP 2008
Non-aligned dealer group Synchron has recruited more than 50 young finance professionals to attend its Next Generation Sales Conference to be held in November. "Synchron will have over 50 young attendees at our three-day conference which is aimed at ...

Synchron taps online insurance advice

RUTH LIEW  |  THURSDAY, 8 MAY 2008
Synchron advisers has called on business strategy provider Strategies Plus to develop a new website that will help them step up their presence in online insurance. According to business strategist Michael Harrison from Strategies Plus, who was recently ...

Advisers graduate Synchron boot camp

RUTH LIEW  |  TUESDAY, 22 APR 2008
Advisers got dirty, sweaty and splattered with paintball shots at Synchron's Next Gen training course that yielded 14 new recruits to the firm's adviser base. "We've identified that younger advisers are a different creature in their training needs to ...

Synchron rolls out new IT system

Adviser group Synchron has redesigned its website adding extra marketing tools and an option to run consolidated client reports. Starting next month, the Synchron.net.au website that advisers use will be more client-focused, concentrating on giving ...
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