Search Results | Showing 41 - 50 of 123 results for "Practice Development" |
| | | ... account and territory manager for NSW and ACT. Bevan Green joins Zurich from NAB Wealth, where he was manager, practice development. Prior to that, he was a business development manager at MLC, and held the same role at Russell Investments. He has also ... |
| | | | ... where she was a technology implementation manager. Prior to BT, she held multiple roles at MLC/NAB, including practice development manager, sales development consultant, transition manager and senior customer service provider. Praemium chief executive ... |
| | | | ... to joining Elders, Ward ran his own independent financial planning practice, held a number of business and practice development roles and has most recently been providing financial advice to clients in Adelaide. Elders general manager Tony Beaven said ... |
| | | | ... tool and cloud based version of GPS Wealth's statement of advice (SoA) tool. GPS Wealth general manager, practice development and coaching, Paul Pavlic said: "We came up with the concept of providing advisers and accountants with a virtual bowl which ... |
| | | | The federal government has released the terms of reference for the independent review into the financial system's external dispute resolution and complaints framework. The independent expert panel consisting of Professor Ian Ramsay (chair), Julie Abramson ... |
| | | | ... for 15 years, bringing with him extensive sales experience and experience working in advice practices and practice development. Dowling has more than 16 years' experience in the financial services industry, having held positions in wealth product distribution ... |
| | | | MLC has announced the appointment of its head of practice development. Michael Downey has joined the MLC advice partnerships team, brining nearly 30 years of industry experience. Having commenced the role in late May, Downey is responsible for developing ... |
| | | | ... Advice. Jasia Fabig has taken up the newly-created role having previously been MLC Advice Partnerships' head of practice development. Prior to that, she was head of sales and strategy at St. George Financial Planning. Her appointment coincides with MLC's ... |
| | | | Non-aligned adviser group Madison Financial Group has appointed a new national practice development manager. Jamie Johns joins Madison from Capstone Financial Planning, where she was national business manager. She has also held positions at Bendigo ... |
| | | | ... Capstone Financial Planning, Jaime Johns, to support the growing number of advisers. Johns is now national practice development manager and she will focus on growing the business. She has extensive experience in training and practice management. Prior ... |
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