Search ResultsShowing 41 - 50 of 91 results for "Synchron"
Synchron appoints state manager
ALEX BURKE  |  THURSDAY, 15 OCT 2015
Synchron has appointed a Victorian state manager. Jason Milosevski joins Synchron from Zurich, where he was a Victorian business development manager. He has also held positions at AMP and AXA, and was considered for his current role having graduated ...
Wealth Enhancers departs Synchron, goes independent
ALEX BURKE  |  TUESDAY, 28 JUL 2015
... Enhancers has set up its own Australian Financial Services Licence (AFSL). Wealth Enhancers was previously aligned with Synchron. According to Wealth Enhancers financial coach Rebecca Boles, the decision to go independent "wasn't so much against Synchron ...
Risk reforms ignore key adviser concerns
ALEX BURKE  |  THURSDAY, 25 JUN 2015
... that the industry-led risk reforms package ignores the problem of vertical integration and client-driven policy churn. Synchron director Don Trapnell told Financial Standard that the reform improved on the initial Trowbridge report, but it failed to ...
Advice firm ditches platform, adopts MDA
STAFF WRITER  |  TUESDAY, 26 MAY 2015
A Synchron financial planning practice has stopped using wrap platforms and has partnered with a managed discretionary account provider for its investment transactions. MEDIQ Financial Services will transition the majority of its clients to the managedaccounts.com.au ...
Don't blame "churning" on advisers: Synchron
LAURA MILLAN  |  MONDAY, 20 APR 2015
Risk advice dealer group Synchron has asked industry stakeholders not to blame "churning" of life insurance policies only on advisers and demanded that insurers improve product design. Synchron noted that in the United Kingdom and in South Africa, "companies ...
Separate risk advisers from other planners: Synchron
LAURA MILLAN  |  THURSDAY, 29 JAN 2015
... than with an investment portfolio and therefore risk advisers should be kept separate from other financial planners, Synchron director Don Trapnell argued. "For some reason, risk products continue to be linked together as financial planning products ...
Independent dealer groups eye Genesys practices
LAURA MILLAN  |  TUESDAY, 25 NOV 2014
... professional practices questioning the value of being part of that," De Zwart said. Independently-owned dealer group Synchron highlighted the problem as well, although it did not refer directly to Genesys. "We now have, embodied in legislation, the Hotel ...
ASIC bans former Synchron adviser
STAFF WRITER  |  TUESDAY, 23 SEP 2014
The Australian Securities and Investments Commission (ASIC) has banned a former Synchron financial adviser from providing financial services for five years for failing to provide Statements of Advice (SOAs). Michael Richard Irwin, a Rockhampton-based ...
Infocus and Patron deal puts new group in top ten
LAURA MILLAN  |  TUESDAY, 1 JUL 2014
... 200 advisers would be the fifth largest independent dealer group, right after Professional Investment Services (PIS), Synchron, Dover and Crowe Horwath. Infocus and Patron together would be larger than WealthSure, Lifespan or Yellow Brick Road. The same ...
AMP's ipac Financial Planning wins group of the year award
LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
... financial advice. Fortnum Financial Advisers and Apogee Financial Planning received Highly Commended accolades, while Synchron and MLC/Garvan were Commended. The ratings include seven benchmark categories: assurances, compliance, quality, understanding ...
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