Search Results | Showing 51 - 60 of 113 results for %22SMSF Adviser Network%22 |
| | ... Tasmania, tasked with leading adviser engagement and growing the regional sales team. Sugden was most recently at Challenger's SMSF retirement specialist subsidiary Accurium as regional development manager. At Accurium, Sugden helped build the accounting ... |
| | | ... migrated its businesses into four core divisions. InterPrac, valued at $12.38 million, added immediate scale to Sequoia's SMSF administration, wealth advisory and investment solutions divisions, the company said. In December 2017, Sequoia announced a ... |
| | | ... several European elections; central bank policy; commodity and property prices; and the outlook for China and Australia. SMSF Association National Conference More than 1300 financial advisers and self-managed superannuation fund (SMSF) trustees attended ... |
| | | ... networks, as well as achieving sales targets for the platform, insurance, managed funds, bank and self-managed super funds (SMSF) product range. He joined the group in 2006 as a business development manager for AXA Australia and about four years later ... |
| | | ... Wealth Management and Hunter Green. Overall, the largest licensees are AMP Financial Planning, Charter Financial Planning, SMSF Advisers Network, Commonwealth Financial Planning, Count Financial, Westpac, GWM Adviser Services, Morgans Financial, NAB ... |
| | | ... Matsumoto reiterates the initial target market is SMSFs, he sees further growth potential through Australia's financial advice network. He said the online solution is a "best fit" for SMSFs and advisers, being easy to use and with the ability to manage ... |
| | | ... access to a tailored version of the HUB24 platform, offering complete solutions to support the needs of clients, in particular SMSF and retail superannuation clients. Sydney-based Accountable chief executive Tony Zulli said this initiative will significantly ... |
| | | ... three years after the corporate regulator found he had advised four clients to establish a self-managed superannuation fund (SMSF) and use limited recourse borrowing arrangements (LBRAs) to fund the purchase of real property. This advice was deemed by ... |
| | | ... audit and compliance services. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without the need of an AFSL, is the newest addition to Class' growing network. Class said the partnership will help ... |
| | | Listed wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According ... |
|