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Showing 61 - 70 of 165 results for "Adviser of"

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
... excellence in financial advice by revealing its 2016 award winners. Announced at the company's annual conference in Vietnam, Adviser of the Year was awarded to Anthony D'Alessandro of Victorian based Required Financial Services. Practice of the Year ...

Securitor names adviser of the year

KERRIE SYDEE  |  MONDAY, 17 OCT 2016
Securitor celebrated its outstanding advisers and practices by revealing its national Adviser of the Year at a recent gala dinner. Heidi Schwegler was awarded the 2016 National Adviser of the Year, David Simon the National Rising Star of the Year and ...

The best marketing is no marketing for advisers

MARK SMITH  |  TUESDAY, 11 OCT 2016
... even videos - of advisers with happy, smiling clients can also really help. The consultant also invited former AFA Adviser of the Year Jenny Brown and Al Ramos, the founder of accountancy practice Chess, to offer their practical tips for delegates. Ramos ...

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
Darren Johns from Align Financial has won this year's AFA Adviser of the Year Award and Henderson Maxwell is the AFA Practice of the Year. Now in its fourteenth year, the AFA Adviser of the Year Award is a joint initiative between the AFA and Zurich ...

Godfrey Pembroke celebrates excellence in advice

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
Adviser group Godfrey Pembroke has revealed the winner of its Adviser of the Year and Premier Practice Awards at its biennial conference. Principal financial planning specialist at Lighthouse Capital, Julia Schortinghuis, was awarded Adviser of the ...

Advisers urged to meet challenges together

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
... solutions faster." "We must recognise the paradigm has shifted but the solution is through you," he said. Former AFA Adviser of the Year Brown also encouraged delegates to meet challenges head on, but importantly, to do it together. "As advisers we are ...

How a niche can add value

MARK SMITH  |  THURSDAY, 6 OCT 2016
... of financial advice, trying to be a jack-of-all-trades could be hurting your business. That's according to 2015 AFA Adviser of the Year David Reed, who told delegates at this year's annual conference that he had gone from strength-to-strength after adopting ...

Brown to leave after AFA board re-election

JAMIE WILLIAMSON  |  FRIDAY, 16 SEP 2016
JBS Financial chief executive and former AFA Adviser of the Year Jenny Brown will no longer serve on the AFA board of directors after another high-profile industry figure was elected as vice-president. Former AFA president Michael Nowak will take over ...

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
The Association of Financial Advisers and Zurich have announced the finalists for AFA Adviser and Practice of the Year, and the Female Excellence in Advice Award. The potential advisers of the year are Darren Johns from Align Financial, Jason Peterson ...

A former PM, a Harvard professor and an adventurer to headline AFA conference

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
... PortfolioConstruction Forum & Stephen Halmarick, chief economist at CFS Global Asset Management and the focus session with AFA Adviser of the Year, David Reed. The AFA 2016 National Adviser Conference will be held in Canberra from Wednesday 5 October ...