Search Results | Showing 41 - 50 of 120 results for "Securitor" |
| | | A Westpac financial adviser has left the group to start his own private wealth firm, licensed under Securitor. David Simon has set up Integral Private Wealth, which will provide wealth management services under BT Financial Group-owned Securitor. Simon ... |
| | | | The Zurich Investments Global Growth Share Fund has been included on Westpac-owned dealer group Securitor's approved product list. Philip Kewin, general manager retail for Zurich's life and investments business, said the inclusion reflected an encouraging ... |
| | | | ... manager north at Elders. His previous role was as practice development manager and acting state manager in Queensland for Securitor. He has also previously held a range of senior banking and financial planning roles with Westpac and AMP. "Kevin offers ... |
| | | | ... the Westpac Group and oversees the financial planning businesses of Westpac, St.George, Bank of Melbourne, Bank SA, Securitor, Licensee Select, BT Select and Magnitude. |
| | | | ... Management (Consultum), James Jagodnik from Stanford Brown (Genesys), Peter Khoury from National Financial Advisers (Securitor) and Tatiana Coulter Monarch Advisory Group (Securitor). The award winner will be announced at the AFA National Conference ... |
| | | | ... of them scoring more than 89% on internal approval. However, the figures were lower for institutional dealer groups. Securitor lead the ranking with a 84% approval rate from its advisers. Westpac followed with a 66% and Count with a 65%. Crucially, about ... |
| | | | ... also in the market for AFS practices and so far six have joined the dealer group, while ten have gone to Westpac-owned Securitor. "Before Christmas we heard that AFS had difficulties and we started talking to a few of their advisers," BT Select managing ... |
| | | | ... win." Westpac and St George Financial Planners have been using Your World for the past two years. It was released to Securitor advisers earlier this year. "This award comes at a time when the enshrinement of the terms 'financial planner' and 'financial ... |
| | | | ... clarification to the bill. "The proposed regulation is consistent with what we think is best for consumers and advisers," Securitor managing director Matt Englund told Financial Standard. "We need more clarification because some parts of the bill indicate ... |
| | | | ... owned WB Financial group. PrimeWealth, an accounting-based business also joined Paragem. Previously operating under Securitor in Chatswood, it was one of Securitor's larger practices in New South Wales, with approximately $150 million under advice. It ... |
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