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Showing 71 - 80 of 104 results for "paraplanning"

FuturePlus restructure creates new head role

ELISE BURGESS  |  TUESDAY, 11 OCT 2011
... the establishment of a new role focused on delivering targeted services in administration, financial planning and paraplanning for super funds. Hayden King will start with FuturePlus on Oct 31 as general manager operations, a role established as part ...

Advice boutique gets image shake-up

CLAIRE MCGREAL  |  FRIDAY, 7 OCT 2011
... significantly and...we have an infrastructure that's much stronger than when we first started out, with our free risk paraplanning service." Guardian is hoping to increase the number of advisers to 200 over the next three years, and is predicting a bright ...

FOFA fatigue prompts new Guardian offering

ELISE BURGESS  |  MONDAY, 26 SEP 2011
Guardian Financial Planning's 145 advisers now have access to a free paraplanning service for risk Statements of Advice. The new offering comes after Guardian surveyed its advisers and found they are suffering from FOFA fatigue. "We surveyed the advisers ...

Dealer groups compete for planners: survey

ELISE BURGESS  |  THURSDAY, 22 SEP 2011
... Meanwhile the five least important were credit and loan services, dealer group financing, buyer of last resort policies, paraplanning support and brand recognition. "However dealer groups are letting down planners in three key areas according to the ...

BTFG new head of prac mgmt

ELISE BURGESS  |  MONDAY, 30 MAY 2011
... Solutions. Prior experience includes senior roles at AMP in corporate strategy and product development, and roles in paraplanning, financial planning and technical advice. The role commences today with the role previously occupied by Graeme Potter, a ...

Tech provider buys 25pc stake in paraplanning firm

ELISE BURGESS  |  MONDAY, 2 MAY 2011
Technology provider, Adviser Toolbox, has bought a 25 per cent stake in a boutique paraplanning firm, offering advisers insurance Statements of Advice preparation for $350. In a bid to target the advice insurance business, AusParaplanning has released ...

Paraplanners master SoAs with COIN

MATT WOODINGTON  |  TUESDAY, 22 FEB 2011
... for paraplanners, which could go some way to increasing the upskilling in the profession. The three-day courses, Paraplanning Fundamentals, are run in conjunction with outsourced paraplanning provider, Outplan, and are aimed at entry-level paraplanners ...

AMP appoints director of advice

MEDIA RELEASE  |  THURSDAY, 4 NOV 2010
AMP Financial Services head of paraplanning, Scott Machin, has been promoted to the newly created role of director of advice. Machin will be in charge of paraplanning, product research, advice solutions and TapIn (adviser technical support) for AMP ...

FSP hires Mercer and AMP managers

RUTH LIEW  |  FRIDAY, 8 OCT 2010
... Services Partners has made two key hires before the end of the year, following the appointments of former Mercer paraplanning manager Nicole Dombrain and ex-AMP education manager Corinne O'Mara to its technical and operations teams. Dombrain takes on ...

Fiducian boosts SMSF services

ELISE BURGESS  |  THURSDAY, 7 OCT 2010
... option, that Fiducian didn't provide previously to the adviser market," said Andrew Biviano, technical services & paraplanning manager at Fiducian. The move reflects a rising trend of wealth management groups ramping up their services for SMSFs, such ...