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Showing 51 - 60 of 164 results for "Adviser of"

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... Financial Advisers and Zurich announced the finalists for the 2017 AFA Adviser and Practice of the Year awards. The AFA Adviser of the Year Award, now in its 15th year, recognises premier financial advisers who make a marked contribution to the betterment ...

New MDRT Australia chair

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
... Strategists and an active member of the AFA, having served on its board for two years. In 2013 she was named the AFA Adviser of the Year. Brown said she is honoured to be taking on the role and thanked McCann for his tenure. "I am honoured to take on ...

AFA launches conference program

JAMIE WILLIAMSON  |  WEDNESDAY, 16 AUG 2017
... life insurance. The AFA's suite of awards will be presented over the course of the three day conference, with the AFA Adviser of the Year and Practice of the Year to be awarded at the annual gala dinner, supported by Zurich. The AFA National Adviser ...

Grant Thornton appoints private wealth head

JAMIE WILLIAMSON  |  FRIDAY, 28 JUL 2017
... wealth, based in Brisbane. Draydon will be responsible for growing the offering, working to secure the firm standing as adviser of choice for high net worth investors, particularly families. Grant Thornton chief executive Greg Keith said the appointment ...

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
... productive and profitable business. Their practice is an outstanding example within the profession," Hills said. The Adviser of the Year award was received by Andrew Halliday of AdviceOne Financial Services who Hills described as "very client focused ...

Dealer group announces promotion and partnership

DARREN SNYDER  |  THURSDAY, 16 FEB 2017
National dealer group Elders Financial Planning has promoted from within for a new role and announced a digital alliance to continually improve its adviser offering. Elders promoted adviser services co-ordinator Anna Van-Gasteren to national practice ...

La Trobe gains new ground on aged care

MICHELLE BALTAZAR  |  THURSDAY, 12 JAN 2017
... accreditation courses on aged care regulation, social services and estate planning. David Reed, winner of the 2015 AFA Adviser of the Year, is focusing his efforts on retirement coaching. Early this week, Financial Standard also reported that the next ...

Aussie advice firm sold to US risk manager

DARREN SNYDER  |  THURSDAY, 5 JAN 2017
... Financial Advisers (AFA) named Complete Financial Balance as the inaugural Practice of the Year. Campbell received the AFA Adviser of the Year Award in 2009. Founded in 1989, Complete Financial Balance offers wealth management and employee benefits consulting ...

Non-aligned advisers gifted growth opportunity

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
... to institutions have been afforded the opportunity to provide good, strategic advice as a result of misconduct. AFA Adviser of the Year Darren Johns agreed, citing the various scandals that have plagued the industry this year such as CommInsure. "I think ...

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
... excellence in financial advice by revealing its 2016 award winners. Announced at the company's annual conference in Vietnam, Adviser of the Year was awarded to Anthony D'Alessandro of Victorian based Required Financial Services. Practice of the Year ...