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Showing 41 - 50 of 59 results for %22Guardian Advice%22

Guardian Advice reveals succession planning strategy

CLAIRE MCGREAL  |  MONDAY, 28 NOV 2011
Asteron aligned dealer group Guardian Advice has revealed details of its Business Acquisition and Succession Planning offer available to its advisers. Developed in March on the back of Ian Anderson appointment as the firm's business acquisition manager ...

Guardian Advice appoints new WA state manager

CLAIRE MCGREAL  |  TUESDAY, 25 OCT 2011
A former CommInsure business development manager, Wes King, has been appointed the new state manager for Guardian Advice in Western Australia. King will be responsible for managing and growing the Asteron-aligned dealer group's advice network in the ...

Advice boutique gets image shake-up

CLAIRE MCGREAL  |  FRIDAY, 7 OCT 2011
... has shed 'financial planning' from its title in a bid to shake-up the company's brand on its 10th anniversary. Guardian Advice, formerly known as Guardian Financial Planning, said the brand had become "tired" and needed a change to reflect its evolving ...

FOFA fatigue prompts new Guardian offering

ELISE BURGESS  |  MONDAY, 26 SEP 2011
Guardian Financial Planning's 145 advisers now have access to a free paraplanning service for risk Statements of Advice. The new offering comes after Guardian surveyed its advisers and found they are suffering from FOFA fatigue. "We surveyed the advisers ...

Suncorp Life appoints new risk head

MATT WOODINGTON  |  WEDNESDAY, 21 SEP 2011
... Insurance. Suncorp Life's products and services are provided by Asteron and Suncorp and its financial advice brands include Guardian Financial Planning and Cameron Walshe. Suncorp Life has over 1100 employees and services more than 570,000 customers ...

Guardian expands with former CBA planning head

ELISE BURGESS  |  WEDNESDAY, 20 APR 2011
Guardian Financial Planning has named former Commonwealth Bank (CBA) national head of financial planning as its new business acquisition manager, as part of its strategy for 10 per cent growth per annum over the next three years in its adviser network. ...

Guardian FP eyes risk advisers

ELISE BURGESS  |  FRIDAY, 1 APR 2011
Guardian Financial Planning hopes to grow its adviser network by 10 per cent this financial year and wants to attract more risk insurance specialist advisers. The financial planning firm is using referrals to attract interest while talking to potential ...

Trust grows with NZ purchase

ALISON BEVEGE  |  TUESDAY, 15 MAR 2011
Trustee services provider Trust Company has acquired the New Zealand-based Guardian Trust Company, a move that adds a hefty $48 billion-plus to its total asset base. John Atkin, chief executive of The Trust Company, said he was very happy with the purchase ...

Perkovic pushes for FirstWrap market share

MICHAEL HOBBS  |  TUESDAY, 22 JUN 2010
... is to promote and distribute FirstWrap. Colonial First State has already had some success with the strategy, signing Guardian Financial Planning to the platform this month. FirstWrap, previously known as the Avanteos platform, was ranked best full service ...

Guardian launches wrap platform

PRESS RELEASE  |  WEDNESDAY, 16 JUN 2010
Guardian Financial Planning has launched Vantage Portfolio Solutions, a platform that gives investors, who have reached their super contribution limit, an alternative channel for their savings. The wrap platform is a white label version of Colonial ...