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| | | ... Financial Planning (DFP) is led by Mark Dunsford and based in Victoria's Mornington Peninsula. Part of the Now Financial Group, of which Dunsford is also a director, DFP represents AZ NGA's 19th direct acquisition. As per AZ NGA's usual terms, the purchase ... |
| | | | ... across group strategy and mergers and acquisitions, Holcomb played a pivotal role in Westpac's acquisition of BT Financial Group. Hartzer thanked Holcomb for her contribution, saying she played a key role in navigating the group through a challenging ... |
| | | | Transition to retirement income streams strategies remain a priority for financial advisers according BT Financial Group. The BTFG Advice Technical division said in its September quarter round-up the business found the top two queries made by financial ... |
| | | | ... "Westpac has always been very supportive as a shareholder. We've always operated at arm's length. Obviously BT Financial Group is different as it's a major client, so there's a lot of daily co-operation and contact there. But our ability to be nimble ... |
| | | | ... executive Brian Hartzer welcomed a solid full-year result for the group, driven in part by the $4 billion added to BT Financial Group's Panorama platform. Westpac reported a statutory net profit of $7.9 billion - up 7% year on year - and cash earnings ... |
| | | | ... have automated access to AGI's SMSF Master Insurance Plan, a product specifically designed for SMSF members. BT Financial Group recently enhanced its Panorama SMSF solutions by partnering with BGL, providing accountants and advisers a two-way data feed ... |
| | | | BT Financial Group advisers will see their life insurance approved product list expand to a minimum of three, up from one currently. At the moment, Westpac Life is the only insurer on the BT Financial Advisers APL, although BTFG noted that over the ... |
| | | | BT Financial Group is enhancing its Panorama platform's SMSF solution through a partnership with a leading software provider. By partnering with BGL Corporate Solutions, accountants and advisers now have access to two way data feeds from BT Panorama ... |
| | | | ... best interests duty, slapped with a $1 million fine by the Federal Court. NSG Services, currently named Golden Financial Group, was found on eight separate occasions to have advised clients to roll over superannuation accounts, as well as take up insurance ... |
| | | | ... higher again. The institute is calling on relevant parties to begin a dialogue around this, with report author BT Financial Group director of insurance, finance Jessica Chen saying while it makes sense that consumers would want to know more about their ... |
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