Search Results | Showing 71 - 80 of 184 results for "Practice Management" |
| | ... judged by Fox and AFA national president Deborah Kent, as well as the Beddoes Institute's Rebecca Shells, practice management consultant Graham Peatey, Riskinfo's Peter Sobels and Zurich's Kristine Brooks and Andy Marshall. Advisers are able to nominate ... |
| | | ... the current compliance team is new and more senior than prior teams. The business has also put together a practice management team that "sits with advisers, listens to client conversations and reviews the advice." Moore denied the existence of the "Penske ... |
| | | ... general manager. "Cameron's experience in leading salaried financial planning businesses including experience in practice management, para planning, dealer group support, technical support, financial planning operations across retail and private banking ... |
| | | BMR Corporate Solutions has successfully integrated Xero's Practice Manager software for SMSF administration. This software will enable users setting up new SMSFs to rapidly synchronise fund details online into the Xero Practice Manager system. This ... |
| | | ... for a total of six years. Prior to that, he worked at Asgard Wealth solutions. His previous roles include practice management, platform and investment sales, and key account management. |
| | | Lonsec Stockbroking has partnered with GBST to release Lonsec FrontOffice, a cloud-based practice management software suite. Offered free to clients, FrontOffice is designed to streamline the admin process for advisers by allowing rapid consolidated ... |
| | | ... and compliance. Mike Pope will take on the role of head of business development and have responsibility for practice management, professional development days, conferences, events and marketing. Christopher Blaxland-Walker, meanwhile, has been appointed ... |
| | | ... including technical support, asset allocation, investment research, risk insurance, para-planning, compliance, practice management, marketing and back office areas. "Advisers tell us they are drawn to Australian Unity because of our relationship based ... |
| | | ... experience in the financial services industry and has held senior roles in marketing, as well as operations and practice management within a range of companies, including IOOF, Zurich and National Mutual. |
| | | ... development manager in Victoria. McDonald has spent the past 10 years working in business development management and practice management roles within large financial services companies such as Professional Investment Services and more recently Financial ... |
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