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Showing 61 - 70 of 112 results for "Paraplanner"

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... to regularly give back to the broader community via pro bono work. Adriana Brink from Alman Partners took home the Paraplanner of the Year Award, notably for her 'client first' ethos, technical skills and ability to execute complex strategies. Brink ...

Elders continues impressive growth run

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
... practice development manager in Michael Payne. Payne joined the dealer group from Crosby Dalwood where he was a senior paraplanner, and has also previously held roles with BT Financial Group and Statewide Super. "Over the last 18 months the business ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... Wealth Management Nicholas Lloyd AFP(R) - ITL Financial Planning Patricia Soares Garcia AFP(R) - WB Financial FPA Paraplanner of the Year Award Adriana Brink AFP(R) - Alman Partners Laura Buckley AFP(R) - Momentum Planning Travis Schindler - Hewison ...

Optimo introduces robo platform

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
Optimo Financial is releasing its online financial modelling solution for advisers as it aims to make the provision of goals-based advice more seamless. The Optimo Pathfinder personal finance modelling system is now available to dealer groups, financial ...

NAB Financial Planning appoints super fund executive

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
A former senior leader at First State Super and IOOF is leading NAB Financial Planning's client services and paraplanning capabilities. Rebecca Harrison will be responsible for the delivery of client services operations across Australia for advisers ...

Padua founder takes on new role

ALEX BURKE  |  WEDNESDAY, 22 FEB 2017
The founder of Padua Financial Group is returning to take on a leadership role at the advice-focused fintech group he co-founded in 2013. Matt Esler is returning as Padua Financial Group's executive chair after co-founding the company in 2013 with his ...

AMP cops short-term pain

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
AMP's wealth management inflows took a hit in 2016 as its adviser network felt the impact of legislative reform. Cashflows in to the wealth management division were impacted by regulatory uncertainty which caused investors to be wary of contributing ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... contribution to the community, and that's what matters to me," Harmon said of the award. Meanwhile, the first ever FPA Paraplanner of the Year Award was presented to Cynthia Sercombe of Tupicoffs for her technical excellence, dedication to quality and ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... that this was the highest standard we have ever seen," De Gori said. "I personally had the privilege of judging the paraplanner category and university student category and it will be an honour to announce our winners at congress later this month." Dependent ...

Optimo launches free robo strategy platform

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
Optimo Financial has updated and launched the public beta version of Optimo Pathfinder Online, which for the first time will allow financial advisers to provide clients with holistic advice in minutes. Unlike other robo platforms that focus on asset ...