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Showing 81 - 90 of 164 results for "Adviser of"

FEATURE: Adviser education

FINANCIAL STANDARD  |  MONDAY, 25 MAY 2015
... outline what the new rules might look like and the possible routes advisers can take. What qualities will the financial adviser of the future have? At the heart of the debate around raising industry standards, this is the central question advisers need ...

AFA looking for next adviser of the year

ALEX BURKE  |  TUESDAY, 19 MAY 2015
The Association of Financial Advisers has partnered with Zurich to launch the 2015 Adviser of the Year and Practice of the Year awards. As a result, the AFA is now searching for advisers who, according to chief executive Brad Fox, it "not only [rates] ...

Advisers need to educate

ALEX BURKE  |  FRIDAY, 1 MAY 2015
Speaking at the XY Adviser Event in Sydney, Association of Financial Advisers 2014 adviser of the year Eleanor Dartnall explained that client education leads to client retention. Describing her "epiphany" that led her from "managing" clients to "actually ...

AMP's Hillross crowns best advisers

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
AMP-owned financial planning firm Hillross has handed out its Adviser of the Year, New Adviser of the Year and Firm of the Year awards at a ceremony this week. Sydney planner David Kennedy was crowned Adviser of the Year for his ability to "set meaningful ...

Stephen Godfrey awarded FPA adviser of the year

LAURA MILLAN  |  FRIDAY, 21 NOV 2014
Brisbane-based Visis Private Wealth adviser Stephen Godfrey won the Financial Planning Association (FPA) financial planner of the year award presented at the FPA Congress in Adelaide. FPA chief executive Mark Rantall highlighted Godfrey's "fact finding ...

AFA crowns Adviser and Practice of the Year

ALICE URIBE, LAURA MILLAN  |  WEDNESDAY, 15 OCT 2014
... first AFA Practice of the Year and Dartnall Advisers' principal and senior adviser Eleanor Dartnall has been crowned Adviser of the Year. Sponsored by Zurich, the awards were presented at a gala dinner at the AFA 2014 National Adviser Conference in Cairns. ...

AFA announces new directors

LAURA MILLAN  |  SUNDAY, 12 OCT 2014
... conviction in what has been a very challenging two years for financial advice." JBS Financial Strategists director and AFA Adviser of the Year Jenny Brown will become vice president and Experience Wealth Advice founder Steve Crawford was appointed treasurer. ...

Adviser trust improves client outcomes

MARK SMITH  |  TUESDAY, 7 OCT 2014
... advisory networks as well as those advisers who have, over the past three years, been finalists and winners of the AFA Adviser of the Year Award," Beddoes Institute director Dr Adam Tucker said. From the list of practices that achieved a high net promoter ...

Innovation to drive 2014 AFA Conference

MARK SMITH  |  THURSDAY, 2 OCT 2014
... water Daniel Flynn and the founder of management consultancy firm Kwan, Jon Burgess. The AFA will crown this year's Adviser of the Year at the event and, for the first time, will also recognise the best advice practice. "The AFA 2014 National Adviser ...

AFA awards finalists announced

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
The Association of Financial Advisers (AFA) has named the finalists of the adviser of the year, practice of the year and female excellence in advice awards. Finalists for the adviser of the year award are Affinity Private's Catherine Robson, Dartnall ...