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Showing 71 - 80 of 107 results for "Millennium"

Planner numbers drop on FoFA changes

ALICE URIBE  |  FRIDAY, 17 MAY 2013
... Keevers said. According to the research AMP Financial Planning is the biggest group with 1,691 planners, followed by Millennium 3 Financial services with 838 advisers and Commonwealth Financial Planning with 795 planners. The Financial Planning Association ...

ClearView appoints heads of direct and advice

LAURA MILLAN  |  TUESDAY, 5 MAR 2013
ClearView Wealth Limited announced yesterday two senior management appointments in its direct and advice businesses. ClearView has appointed Elliot Singfield as head of direct. Since February, Singfield has been leading the Direct business which includes ...

TAL's Affinia hires for growth plans

BEN COLLINS  |  THURSDAY, 31 JAN 2013
Life insurance group TAL's new risk business Affinia has hired three regional managers to spearhead growth plans, it said yesterday. Affinia said that Jonathon Nguyen, Peter Nielsen and Paul Gaffney would become regional managers, and that each had ...

Affinia kicks off 2013 with three senior hires

MARK STORY  |  WEDNESDAY, 30 JAN 2013
TAL's new risk-specialist dealer group, Affinia, today announces that it has hired three regional managers to help drive the group's ambitious growth plans. Jonathon Nguyen has joined the team as Affinia's regional manager, Vic, Tas, SA, WA. Nguyen ...

Adviser permanently banned after eight year fraud

ALEX DUNNIN  |  WEDNESDAY, 5 DEC 2012
... Scott and RGS repeatedly and persistently engaged in dishonest conduct when providing financial services. She was a Millennium 3 representative at the time, but her authorisation was revoked on 15 May this year, noted the regulator's statement. In particular ...

Klipin leaves AFA for millenium 3

MARK STORY  |  TUESDAY, 13 NOV 2012
Two weeks after pulling off the organisation's most successful annual conference in 20 years, Richard Klipin plans to swap his long-standing position as the AFA's CEO to be CEO of the ANZ owned millenium 3 adviser group. Since 2006, Klipin has been ...

HSBC invests $100m in water

MELANIE TIMBRELL  |  FRIDAY, 15 JUN 2012
... sanitation, at a time when total aid for water access and sanitation has actually declined." The report found that were the Millennium Development Goals to be achieved, more than US$56bn per annum in economic gains would be realised by 2015. Frontier ...

Mercer builds adviser reach

MELANIE TIMBRELL  |  TUESDAY, 22 MAY 2012
Mercer has increased its adviser reach following ANZ's appointment of the provider to its Australian Wealth and Private Banking businesses. ANZ's move to Mercer has the potential to push the provider up a spot to number four in terms of market reach ...

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
Former BT and Commonwealth financial planning head, Neil Younger, has been named as head of practice based financial planning for ANZ Wealth. Younger's previous role was general manager for Commonwealth Financial Planning where he reported to then Colonial ...

Omnium updates life quotes web tool

LOREN RUGEBREGT  |  FRIDAY, 8 JUL 2011
... follow up with a sale to the client, he said. Several dealer groups have approved the tool for their platforms including Millennium 3 and Infocus Financial, he said. Insurance providers such as AIA Australia have also made life insurance quotes available ...