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Showing 711 - 720 of 1654 results for "Excel"

Adviser, Practice of the Year named

JAMIE WILLIAMSON  |  SATURDAY, 13 OCT 2018
The AFA Adviser and Practice of the Year have been announced at a gala dinner on the Gold Coast. As is tradition, the Association of Financial Advisers capped off its annual National Adviser Conference with the presentation of its most highly coveted ...

Female excellence in advice title awarded

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
A West Australian financial adviser was awarded the Association of Financial Advisers/TAL Female Excellence in Advice Award for 2018. Mt. Pleasant-based Donna Lee Powell was recognised for her work with women facing life-changing events. Commencing ...

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Call it the George Clooney effect. Motivational speaker Geoff Ramm told delegates at the AFA Conference that one way they can fend off competition is to treat each and every client as if they were a celebrity. The UK-based founder of OMG Marketing & ...

Education excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
The Association of Financial Advisers named the recipient of the 2018 Excellence in Education Award. Felicity Cooper of Queensland-based Cooper Wealth Management has been recognised for her commitment to professional development via continuing education ...

MetLife scores group insurance mandate

KARREN VERGARA  |  TUESDAY, 9 OCT 2018
MetLife has won a group insurance mandate from an $8.8 billion superannuation fund. Tasplan appointed MetLife to deliver insurance offerings to its 145,000 members, replacing incumbent group insurer CommInsure. Tasplan chief operations officer Nick ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
The Financial Planning Association of Australia announced the 2018 finalists for its suite of awards, to be presented at its annual Professionals Congress in November. Vying for the title of FPA Certified Financial Planner Professional of the Year is ...

Financial advice as charitable giving

JAMIE WILLIAMSON  |  MONDAY, 1 OCT 2018
A new financial advice firm operating as a charity is changing the lives of low income earners in Western Australia. Registered with the Australian Charities and Not-For-Profit Commission, Leda Financial Advice was founded by financial adviser Michael ...

Pinnacle launches new affiliate

KARREN VERGARA  |  FRIDAY, 28 SEP 2018
Pinnacle Investment Management will launch a multi-asset affiliate with the help of a former Schroders portfolio manager. Pinnacle entered into an agreement to establish Longwave Capital Partners, an Australian equities investment management affiliate ...

Zervides elected president of IPA Victoria

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... foundation for business success... With so much static and background noise - the best accounting businesses will be those that excel in delivering outstanding, memorable customer experiences," Zervides said.

Industry fund cuts admin fee

KANIKA SOOD  |  THURSDAY, 30 AUG 2018
A $72 billion industry superannuation fund is cutting its administration fee for lower-balance accounts - a change which affects one-quarter of its members. UniSuper members with account balances lower than $4800 will now pay 2% of the account balance ...