Search Results | Showing 51 - 60 of 66 results for "Dover" |
| | | ... for a masters of financial planning and joins Andrew Furlanetto's practice in South Australia. Brett Stephenson moved from Dover and joins Ken Filbey's practice in Sunshine Coast, Queensland. Lastly, Kristina Duke is an Elders' promotion from Rockhampton ... |
| | | | ... and "I'm not qualified [to answer]." Interestingly, Smith is currently practicing as a financial adviser with dealer group Dover after he resigned from Westpac in March 2015 before facing any repercussions. In May 2015, Dover rang Westpac seeking a reference ... |
| | | | ... to move to a fee for service model - like AMP's Anthony Regan said on day two in his testimony. Westpac refused to give Dover a reference check on an adviser who was audited several times during his eight years at St George Financial Planning. Dover ... |
| | | | ... the Commission's second round of hearings the big four banks and AMP will appear, as will privately-owned dealer group, Dover. However, there are commentators suggesting the advice provided by industry superannuation funds is being overlooked. Adding ... |
| | | | ... adequacy of the current legal and regulatory structure. Providing a licensee's perspective, privately-owned dealer group Dover will also appear. Preceding this, case studies provided by the financial planning arms and subsidiaries of the big four banks ... |
| | | | ... non-institutional licensees that attracted the most advisers from the big six were Fortnum Private Wealth followed by Akambo, Dover, Synchron and GPS Wealth. Fortnum's place at number one - with about 100 advisers coming over from the big six, primarily ... |
| | | | ... advisers increased by 13% in the 12 months to June, with institutionally-owned practices capturing 64% of the market. Synchron, Dover, GPS Wealth, Merit and Interprac are the five largest non-institutional advice groups with 1562 advisers, up 39% year-on-year. ... |
| | | | ... interests; the regulator investigated her activity while she was an authorised representative of both Financial Wisdom and Dover. Specifically, ASIC said Hamilton failed to "make enquiries into her clients' financial circumstances when recommending switching ... |
| | | | ... said. The fastest-growing of these non-insto groups are Merit Wealth, GPS Wealth (recently acquired by Easton Investments), Dover Financial, Interprac, Capstone, Akambo, Synchron, Politis, Unison Wealth Management and Hunter Green. Overall, the largest ... |
| | | | ... clients. At the time Houghton was also a cross-endorsed authorised representative of Commonwealth Financial Planning and Dover Financial Advisers. ASIC deputy chairman Peter Kell said the regulator will continue to take action and remove advisers who ... |
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