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Showing 61 - 70 of 104 results for "Paraplanning"

Findex hires head of risk from Macquarie

MARK SMITH  |  TUESDAY, 6 OCT 2015
... leading the commission free business. Dieter was formerly an associate director and head of insurance advice and paraplanning at Macquarie Bank. Before that he was national risk manager at Hillross. Findex chief adviser services Michael Wilkins said ...

IOOF appoints head of best advice

LAURA MILLAN  |  MONDAY, 14 SEP 2015
... services into the IOOF advice network and his role will include technical support, advice policy, X-Plan support and paraplanning services. Cullen was most recently head of Cortex Advice Solutions at IOOF-owned SFG Australia. Cortex is the licensee service ...

Advice licensee uses tech to bypass paraplanning

DARREN SNYDER  |  THURSDAY, 6 AUG 2015
... Financial Services (SSFS) has partnered with a technology provider to add efficiency to the advice process and bypass paraplanning completely. SSFS managing director, Michael Monaghan, said the company is pursuing a growth strategy that will diversify ...

Adviser wins Masters course

DARREN SNYDER  |  MONDAY, 13 APR 2015
... study. The four scholarships were awarded to: Emma Arthur of SHB Business and Wealth Advisers; Amanda White of Skilled Paraplanning Services; Nga Vu of Kearney Financial Planning; and Werner Watzdorf of McLeod Watzdorf Financial Planning. Launched in ...

CPlan partners with Decimal Software

JAMES FERNYHOUGH  |  THURSDAY, 4 DEC 2014
... CLEAR Planning Solutions (CPlan) has selected Decimal Software Limited to provide the technology for its outsourced paraplanning and support solutions. CPlan will also provide data migration services for Decimal customers requiring support in transitioning ...

ClearView names CEO and exec team

JAMES FERNYHOUGH  |  MONDAY, 3 NOV 2014
... several new appointments. Tanya Seale will become the head of advice and will be responsible for technical services, paraplanning, CRM, research liaison and compliance. Mike Pope will take on the role of head of business development and have responsibility ...

AAP adds five boutique firms in a month

LAURA MILLAN  |  MONDAY, 29 SEP 2014
... around the FOFA reforms." She said that advisers are increasingly looking for advice tools and back office systems, paraplanning, compliance and governance, acquisition funding and succession planning solutions outside of the large institutions.

Count's research head stands down amid restructure

ALICE URIBE  |  FRIDAY, 1 NOV 2013

FMD acquires two fin planning firms

LINDA HAUSKEN  |  THURSDAY, 30 AUG 2012
... together three businesses with a tight cultural alignment. "In addition, FMD will provide us with the investment, paraplanning and administrative support to allow us to continue to effectively and professionally service our clients," she added. The FMD ...

Midwinter executive restructure

ELISE BURGESS  |  WEDNESDAY, 16 NOV 2011
... of Midwinter Financial Services, Matthew Esler, has been appointed as director of Midwinter Advice Solutions, the paraplanning and technical services division of the firm. Additionally, Dimitri Diamantes has been named head of technical services. Formerly ...