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Showing 51 - 60 of 136 results for "Commended"

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... for its industry thought-leadership, client education, and for promoting professional advice. The practice was also commended for investing in quality people and ongoing contribution to the community. Patricia Garcia of WB Financial in Brisbane won the ...

Trustees must raise bar on good governance: APRA

KARREN VERGARA  |  THURSDAY, 26 OCT 2017
... not-for-profit boards from 9% to 11%, while the number of women on boards increased from 26% to 30%, she said. Rowell commended individual funds attempting to improve the mix of diversity and skills on boards, but conceded there are challenges in appointing ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... makes him an outstanding ambassador for education." The calibre of the finalists was so high this year that a Highly Commended Award was also presented to Helen Russo from Encompass Wealth - Financial Life Planning. The award celebrates its 10th anniversary ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... Maxim Private Wealth receives AFA Excellence in Education Award. Helen Russo from Encompass Wealth receives 'Highly Commended'. Nick Hakes, AFA's general manager of member services, talks about the importance of further education. He invites CampusAFA's ...

Mason Stevens wins 2017 Technical Paper of the Year

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... Meanwhile, Praemium was also recognised for its entry with its head of distribution Martin Morris receiving the 'Highly Commended' accolade for 'Making bespoke advice models scalable'. "It's a technical paper that manages to achieve the impossible - ...

Inaugural Technical Paper of the Year awarded

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... Meanwhile, Praemium was also recognised for its entry with its head of distribution Martin Morris receiving the 'Highly Commended' accolade for 'Making bespoke advice models scalable'. "It's a technical paper that manages to achieve the impossible - ...

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
... financial planner Tracey Sofra. TAL general manager, retail distribution, Niall McConville congratulated the finalists and commended their efforts in encouraging more women to become financial advisers. "In addition to being outstanding financial advisers ...

FSC awards life insurance standouts

JAMIE WILLIAMSON  |  THURSDAY, 30 MAR 2017
... 'Measuring Health Outcomes' submission, with the Commonwealth Bank's 'Back to Wellness Program' submission being highly commended. The Consumer Innovation Award went to AIA 'Vitality', while AMP's 'MyLife' was highly commended. MLC's general manager ...

FSC speaks out against elder financial abuse

JAMIE WILLIAMSON  |  TUESDAY, 3 JAN 2017
... affirmed its support of the Australian Law Reform Commission's proposed amendments to help combat elder abuse. The FSC commended the commission's development of a national plan to address elder abuse, particularly a reform that would see the creation ...

Medium risk for terrorism funding in financial advice

ALEX BURKE  |  THURSDAY, 22 DEC 2016
... submit SMRs in case of suspected client criminal activity. Financial Planning Association chief executive Dante De Gori commended this, saying: "It has simplified a complex area of regulation, making it easy for financial planners to understand and apply." ...