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Showing 6411 - 6420 of 9822 results for "Advisers"

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
... individualise client portfolios and the business can continue growing at a steady pace." Redgum employs nine staff including four advisers and has over $200 million in assets under advice. David Heather, chief executive of managedaccounts.com.au said ...

Young clients also looking for aged care advice

LAURA MILLAN  |  MONDAY, 17 MAR 2014
... death benefit nominations as part of the holistic advice she gave to the couple. Brown is the Association of Financial Advisers (AFA) Adviser of the Year and was named FS Smileys Scholar of the Year in 2013 for her involvement in social media. Find out ...

HNW adviser starts real return investment association

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Former Fitzpatricks Private Wealth general manager Philip Reid has set up the Association of Real Return Investment Advisers (ARRIA) as a forum where advisers can share strategies and meet fund managers. ARRIA held its first round table in Sydney in ...

Investec appoints NAB residential lending specialist

LAURA MILLAN  |  THURSDAY, 13 MAR 2014
Investec has appointed a residential lending exec to its adviser services team, to assist financial advisers' who want primary residence financing. Michael Fernandez took up the position this month. Fernandez' appointment follows the recent launch of ...

AFA Foundation appoints AIA exec as new chair

LAURA MILLAN  |  THURSDAY, 13 MAR 2014
The Association of Financial Advisers (AFA) has appointed AIA Australia head of retail Pina Sciarrone as chairperson of the AFA foundation. The Foundation encourages AFA members to raise funds and awareness for the organisation's charity partners. The ...

Former NAB adviser launches non-aligned platform

JAMES FERNYHOUGH  |  THURSDAY, 13 MAR 2014
... gardening leave. Currently she is sole adviser at Full Circle, but she said she was "looking to bring on a number of other advisers." She did not say how many clients she has on board, but said she had retained a number of her existing NAB clients.

CommInsure wins AFA/PFL Life Company of the Year

LAURA MILLAN  |  THURSDAY, 13 MAR 2014
... Life Insurance Company of the Year Platinum award, as well as the Investment Bond award. The Association of Financial Advisers (AFA) and Plan For Life (PFL) awarded insurance companies at the black-tie event held in Sydney last night. CommInsure acting ...

Onus on consumers to ask about commissions: Sinodinos

JAMES FERNYHOUGH  |  WEDNESDAY, 12 MAR 2014
... Future of Financial Advice (FoFA) reforms on ABC's Lateline last night, Sinodinos said consumers must quiz financial advisers to discover whether they are indeed operating solely in the best interest of their client. When asked how clients could be sure ...

Lonsec launches ETF model portfolios for advisers

LAURA MILLAN  |  WEDNESDAY, 12 MAR 2014
Lonsec has launched five exchange traded funds (ETF) model portfolios available for advisers who want to give their clients access to low-cost diversified portfolio solutions across traditional asset classes. The portfolios cater for investors with ...

Zurich fills life risk role from within

ALICE URIBE  |  WEDNESDAY, 12 MAR 2014
... already proven to be a valuable addition to the Zurich team. Her extensive experience and her passion for working with advisers make her a perfect fit for this role. The fact that we were able to promote from within also demonstrates the depth of the ...