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Showing 71 - 80 of 92 results for "Paraplanning"

In Kerr Neilson we trust

MICHAEL HOBBS  |  THURSDAY, 11 FEB 2010
... reports and articles of interest, said the spokesperson. Robert Thomas, national manager of technical research and paraplanning at AXA Australia, said he is surprised at the results of the research but is not concerned about financial planners placing ...

AXA adds 20 funds to APL

MICHAEL HOBBS  |  WEDNESDAY, 13 JAN 2010
... bandwagon so we sat back and watched them a little bit," said Robert Thomas, national manager of technical research and paraplanning at AXA Australia. Thomas said the additional funds do not reflect a tilt towards passive or active investment strategies ...

Matrix tags NBG for mortgages

COMPANY RELEASE  |  TUESDAY, 1 DEC 2009
... "However, we also have a strong focus on accessing related services such as mortgages, finance for succession loans, paraplanning, HR recruitment and other services where we can give advisers preferential access and competitive rates without affecting ...

UniSuper appoints key advice execs

COMPANY RELEASE  |  FRIDAY, 4 SEP 2009
... financial advice at Hillross and Aviva. He will be in charge of the national phone-based financial advice centre, paraplanning services and the management of the financial advisers in Victoria and regional offices to be established in South Australia ...

Paraplanners left out of planning reforms, for now

MICHAEL HOBBS  |  TUESDAY, 11 AUG 2009
... that exists at the moment is about entry level financial planning qualifications and that may extend to the role of paraplanning. Paraplanners don't necessarily face clients, although they do provide very technical support, so it would depend on a number ...

Securitor academy set for Feb opening

MICHAEL HOBBS  |  MONDAY, 17 NOV 2008
Asgard Wealth Solution's planning division, Securitor is launching its first paraplanning academy workshop in February. The paraplanning academy is a blend of self-study distance learning and two three-day face-to-face workshops. Participants will learn ...

AFS continues expansion

RUTH LIEW  |  FRIDAY, 31 OCT 2008
... feedback from its advisers during the past 18 months. Some of these include the establishment of a Boards of Advice, Paraplanning Academy, AFS Business School, acquisition and succession planning, biannual PD days, compliance workshops, and others. Daly ...

No jump in client meetings: Business Health

MICHELLE BALTAZAR, MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
... planner's allocate time. On average, admin take up 33 per cent, business processing takes up 23 per cent, planning or paraplanning takes up 3 per cent, prospecting takes up 2 per cent and finally, client servicing takes up 39 per cent. While planners ...

MLC adopts paraplanning referral service

MICHAEL HOBBS  |  MONDAY, 14 JUL 2008
Financial services firm MLC is dropping its paraplanning strategy with ThreeSixty and moving its financial planning service to a referral model. MLC set up ThreeSixty in 1999 and has been using the business for all its paraplanning requirements. This ...

Securitor academy in the works

MICHAEL HOBBS REPORTING FROM THE CONFERENCE IN NEW ZEALAND  |  THURSDAY, 17 APR 2008
Securitor is to set up a paraplanning academy and launch an online self assessment program to help advisers beef up on their finance knowledge and better answer the questions of clients uneasy about the state of the markets. Speaking at the Securitor ...