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Showing 71 - 80 of 112 results for "Paraplanner"

AZ NGA acquires third CBA practice

ALEX BURKE  |  FRIDAY, 4 MAR 2016
AZ Next Generation Advisory has acquired its third CBA-aligned practice. Wealthwise was established in 1986 by Jamie and Sheila Luxton, has $380 million in funds under advice and employs 32 staff, including 14 advisers, six paraplanners and nine client ...

Zurich expands life risk team

ALEX BURKE  |  FRIDAY, 14 AUG 2015
... the Victorian team, having been a business development associate with Zurich since 2014. She has also worked as a paraplanner for Crowe Horwath. Brooks added, "Karli's enthusiasm and passion for financial advice and its evolution is infectious. She genuinely ...

Mandatory qualifications will lead to adviser exodus

ALEX BURKE  |  WEDNESDAY, 27 MAY 2015
Enforcing minimum qualifications for financial advisers will lead to many leaving the industry, according to Connect Financial Services Brokers chief executive Paul Tynan. Speaking to Financial Standard, Tynan pointed to the results of introducing minimum ...

FEATURE: Adviser education

FINANCIAL STANDARD  |  MONDAY, 25 MAY 2015
... three years relevant full-time experience (or part-time equivalent) within the preceding five years, as an adviser or paraplanner that included substantial involvement in the preparation or presentation of financial planning advice, plus attainment of ...

Former EISS sales head joins AMP licensee

ALEX BURKE  |  MONDAY, 16 MAR 2015
AMP-affiliated Fifteen Hundred Financial Strategists has appointed a former Energy Industries Super Scheme head of distribution as its new general manager. Andrew Kennedy confirmed he was leaving EISS after 10 months to join FHFS, which employs six ...

In search of more female advisers

LAURA MILLAN  |  MONDAY, 14 OCT 2013
There are too few female financial advisers and the AFA national conference is canvassing ways to do something about it. The first step was recognising that there aren't enough women working in the financial services industry and, especially, in financial ...

CBA grows advice research team with new hire

MARK SMITH  |  TUESDAY, 2 JUL 2013
... solutions and producing research related communications and presentations. Prior to joining CBA, Aggarwal has held paraplanner roles, most recently at Count Financial and also as a corporate actions officer at BNP Paribas. He holds a Bachelor of Commerce ...

AFA Inspire initiative launched in Sydney

MARK SMITH  |  THURSDAY, 20 JUN 2013
The Association of Financial Advisers (AFA) formally launched its Inspire initiative to provide a network and professional community for women in the financial advice industry at an event in Sydney last night. The initiative is aimed not only at financial ...

PIS award financial adviser of the year

LAURA MILLAN  |  THURSDAY, 11 APR 2013
... while Paul Wright was awarded High Achiever. Courtneay Smith, also from Robina Financial Solutions, was given the Paraplanner of the Year award and Kane Duong, from Glass House & Sky Financial Services, was recognised New Adviser of the Year. The Engaging ...

AFA launches initiative to connect women in advice

LAURA MILLAN  |  MONDAY, 25 MAR 2013
The Association of Financial Advisers (AFA) has launched an initiative to provide a network and a professional community for women across the full spectrum of the financial advice industry. The 'Inspire' initiative is addressed not only at financial ...