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Showing 81 - 90 of 147 results for "Adviser of"

David Rae wins Count Adviser of the Year award

LAURA MILLAN  |  MONDAY, 12 MAY 2014
Beames and Associates Financial Services director David Rae was the winner of Count Financial's first Adviser of the Year award. The award recognises advice excellence, good client outcomes and a commitment to best practice and professional development. ...

Young clients also looking for aged care advice

LAURA MILLAN  |  MONDAY, 17 MAR 2014
... nominations as part of the holistic advice she gave to the couple. Brown is the Association of Financial Advisers (AFA) Adviser of the Year and was named FS Smileys Scholar of the Year in 2013 for her involvement in social media. Find out more about ...

Hillross awards advisers amid AMP restructure

LAURA MILLAN  |  WEDNESDAY, 22 JAN 2014
... financial advisers through the annual 2013 Hillross Awards Program. Sydney adviser Ian Smith was given the 2013 Hillross Adviser of the Year award and the judging panel highlighted his "professionalism, his clear client value proposition and his unwavering ...

Jenny Brown named AFA Adviser of the Year

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
... JBS Financial Strategists has taken home the Association of Financial Advisers' most prestigious accolade - the AFA Adviser of the Year Award. The Award recognises advisers who demonstrate outstanding leadership, advocacy and innovation. Brown took the ...

Tailor advice to each generation: research

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
... Beddoes Institute, with support from Zurich, in August 2013 on behalf of the 10 short-listed advisers from the 2013 AFA Adviser of the Year Award.

AFA Adviser of the Year Finalists revealed

ALICE URIBE  |  WEDNESDAY, 18 SEP 2013
The six finalists for the 11th annual Association of Financial Advisers (AFA) Adviser of the Year Award have been announced ahead of the October AFA conference. The Awards recognises leadership, advocacy and innovation in the financial services industry ...

Platforms surpass pre-GFC levels

LAURA MILLAN  |  MONDAY, 1 JUL 2013
... and joining TAL-backed dealer group Affinia. Edmondson was the winner of the Association of Financial Advisers (AFA) Adviser of the Year award in 2006 and has seen his role as licensee of Queensland-based Business & Estate Planning Specialists transition ...

AFA Adviser of the Year hands back AFSL, joins Affinia

LAURA MILLAN  |  WEDNESDAY, 26 JUN 2013
... is to partner with like-minded risk professionals," Affinia general manager Craig Parker said. Edmondson won the AFA Adviser of the Year award in 2006.

Planners must advise people, not portfolios

LAURA MILLAN  |  TUESDAY, 28 MAY 2013
... other, it is something that you constantly have to work on during your career," she said. Maragna, who won the AFA 2012 Adviser of the Year Award and participated on the survey, said that the practice recruits its advisers based on their attitude and ...

Tool automates FDS creation

LAURA MILLAN  |  TUESDAY, 7 MAY 2013
... system in a few minutes. The tool also replays the services that the client has received in the past and alerts the adviser of future appointments or major developments in the client's agenda. "Normally advisers record major activities, but they are ...