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Showing 41 - 50 of 51 results for "Don Trapnell"

Churning needs to be tackled with underwriters

BEN COLLINS  |  TUESDAY, 29 MAY 2012
... application for every form of life insurance captures information about existing Insurances," said Synchron director, Don Trapnell. "When an existing policy is to be replaced, and the replacement is within a specified time frame - say five years - we ...

Dealer group launches mobile medical service

RACHEL DAVIS  |  FRIDAY, 18 MAY 2012
... investigations for a client, they coordinate this using a pathology service via the underwriter," said Synchron director Don Trapnell. "While this may be an efficient process, it can leave the adviser out in the cold, making it difficult to follow up ...

FOFA makes assumptions on churning: Synchron

CLAIRE MCGREAL  |  WEDNESDAY, 7 MAR 2012
... a client's situation within five years and made some recommendation where it has been appropriate to do so," said Don Trapnell, director, Synchron. "It is an adviser's job to do this and in fact, under FOFA, there will be a financial penalty if they ...

Synchron NextGen success firm expands to Sydney

MELANIE TIMBRELL  |  TUESDAY, 14 FEB 2012
... in all major cities in the country," said Kelly, chief executive officer of Wealth Enhancers. Synchron director, Don Trapnell points to the organisation's NextGen program as key to the success of younger advisers such as those at Wealth Enhancers. "NextGen ...

Birth of the iPad adviser

MICHELLE BALTAZAR  |  WEDNESDAY, 8 SEP 2010
... presentations, providing life insurance quotes and logging on to financial planning software XPlan. Synchron's director Don Trapnell said it is the first-ever planning conference in Australia that revolves around the iPad or the use of the latest technology ...

Synchron grows adviser base by 40pc

COMNPANY RELEASE  |  TUESDAY, 9 FEB 2010
... prospecting off the back of the... 2009 NextGen conference for under 40's advisers on the Gold Coast late last year," said Don Trapnell, director, Synchron. The increase in numbers and particularly the predominance of under age 40 new advisers has been ...

Synchron adds consultant after growth

COMPANY RELEASE  |  THURSDAY, 19 NOV 2009
... reviews. "Synchron's expansion to 150 advisers makes it necessary for us to bring more expertise on board," said Don Trapnell, director at Synchron. "We deliberately choose seasoned staff because many of our advisers fled the big institutions who insist ...

Synchron attracts 50 young professionals

RUTH LIEW  |  TUESDAY, 23 SEP 2008
... three-day conference which is aimed at new and recent entrants to the financial advice industry," said Synchron director, Don Trapnell. "Some of our attendees are reasonably new Synchron advisers or in training at a Synchron practice or looking closely ...

Synchron taps online insurance advice

RUTH LIEW  |  THURSDAY, 8 MAY 2008
... giving client access to the range of financial service available from Synchron advisers," said Synchron director, Don Trapnell. Synchron also embarked on an initiative called Adviser Online, which allows advisers to consolidate client reports, pool clients' ...

Advisers graduate Synchron boot camp

RUTH LIEW  |  TUESDAY, 22 APR 2008
... 50s and they are aging, and to address that, two years ago we started our Next Gen course," said Synchron director Don Trapnell. The three-day course attracted representatives from Synchron and other firms as advisers gathered together for climbing exercises ...