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| | TAL, Generation Life, MLC Life and Challenger were among the winners at last night's annual Plan For Life Excellence Awards in Sydney. Now in their ninth year, the awards aim to celebrate achievements in product design and innovation across life ... |
| | | ... paving the way to establish financial planning as a distinct profession with CFP certification its global symbol of excellence." He added: "The value of financial planning and of working with a financial planner who has committed to competency and ethical ... |
| | | ... reputation for building high performance teams. "We welcome Natasha's leadership and support in driving operational excellence and contributing to the strategic direction of Prime Value," Yong said. "Our business continues to grow and is always seeking ... |
| | | ... extraordinary and visionary advisers, recognising qualities of leadership, innovation, customer focus and professional excellence. "The AFA congratulates Felicity for winning this award and for her role as an ambassador for the profession in advocating ... |
| | | Amie Baker of Rekab Advice has taken out the gong, now in its 10th year. The award, which is presented by both the Association of Financial Advisers and TAL, recognises the talents and contributions of female financial advisers and the work they do ... |
| | | Finalists for the 2022 Adviser of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper ... |
| | | ... the power of great brands, social influence, globalisation and the importance of environmental, social and governance excellence will enable SKKY Partners to elevate and leave each company in which it invests better than it was before," a statement reads. ... |
| | | ... their teams no longer have to rely on inefficient tools, such as CRMs that are not industry-specific, to operate with excellence and scale. "For firms seeking to increase the efficiency of the acquisition process, our business development app will provide ... |
| | | ... Cox, who was previously head of business services, and will now be responsible for the delivery of customer service excellence across the Class suite of products - Class Super, Class Portfolio and Class Trust. Williams, previously the company's head ... |
| | | ... advice spectrum, AFA and its partners are searching for the AFA Adviser of the Year, sponsored by Zurich, and AFA Female Excellence in Advice, sponsored by TAL. AFA chief executive Philip Anderson said the awards champion excellence, diversity, and innovation ... |
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