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Showing 71 - 80 of 105 results for "Charter Financial"

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... options are operated by financial advice licensees, researchers and consultants such as Ibbotson, Morningstar, Charter Financial Planning, Lonsec, Fat Prophets, Three Sixty, Hill Ross and MultiPort. The report notes that the managed accounts market spans ...

Genesys advisers looking at all options following wind up

LAURA MILLAN, JAMES FERNYHOUGH  |  WEDNESDAY, 19 NOV 2014
... figures. The practices were offered to transition into another AMP licensee such as AMP Financial Planning, Charter Financial Planning, Hillross or ipac. "All options are on the table," one Genesys adviser who asked to remain anonymous told Financial ...

AMP to wind up Genesys licence

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
... financial advice network has around 3,800 financial advisers in Australia and includes of AMP Financial Planning, Charter Financial Planning, Hillross, Horizons, ipac and SMSF advice.

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... before." Canopy Private director Christopher Bates left his job as an authorised representative of AMP-owned Charter Financial Planning to set up his own business. He now operates under non-aligned Madison Financial Group. "There's a growing trend of ...

AMP lifts minimum adviser standards

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... chief executive Brad Fox said. AMP's financial advice network in Australia comprises AMP Financial Planning, Charter Financial Planning, Genesys Wealth Advisers, Hillross, Horizons, ipac and smsf advice

AMP's Charter names advice award winners

MARK SMITH  |  TUESDAY, 25 MAR 2014
... Dennis Bateman and KTA Financial Services' Troy Mickan have won national financial planning awards from AMP's Charter Financial Planning. Bateman was awarded the Gerald Lippman Perpetual Trophy and Mickan was recognised with the National Value of Advice ...

Robertson and Wadell out in AMP reshuffle

HARRY PAGE, ALICE URIBE  |  FRIDAY, 17 JAN 2014
... will take on additional responsibility for Genesys, while Kevin Stone will continue as managing director of Charter Financial Planning. Steven Heimlich has been elevated to the role of executice director Financial Planning, and according to the AMP spokesperson ...

AMP restructure to lead to job cuts

ALICE URIBE  |  THURSDAY, 16 JAN 2014
... will take on additional responsibility for Genesys, while Kevin Stone will continue as managing director of Charter Financial Planning. Hugh Humphrey has been appointed director of Channel Strategy and Transformation AMP confirmed that Libby Roy and ...

Wealth Plus Solutions joins AMP's Genesys network

JAMES FERNYHOUGH  |  THURSDAY, 8 AUG 2013
... to 188. Genesys is one of several dealer groups owned by AMP, including AMP Financial Planning (the largest), Charter Financial Planning and Hillross Financial Services. In March, the total number of advisers in AMP dealer groups was 3,142.

AMP announces national awards recipients

JAMES FERNYHOUGH  |  TUESDAY, 7 MAY 2013
AMP's Charter Financial Planning has announced the recipients of two awards, the Gerald Lippman Perpetual Trophy and the National Value of Advice Award. The winners were chosen from the company's network of 343 financial planning practices across Australia. ...