Search Results | Showing 61 - 70 of 104 results for "paraplanning" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. |
| | | | ... 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 ... |
| | | | ... 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 ... |
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