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Showing 81 - 90 of 105 results for "Charter Financial"

AMP to take full ownership of Futuro

LINDA HAUSKEN  |  MONDAY, 27 AUG 2012
... independently owned Futuro Financial Services (FFS) and merge the advice business with its own dealer group Charter Financial Planning by 2017. In March, AMP acquired a 10% stake in the advice business with another 10% stake scheduled in 18 months. This ...

AMP updates Ascend SMSF

LINDA HAUSKEN  |  FRIDAY, 27 JUL 2012
... second half of 2012. AMP Financial Services' aligned financial planning network comprises AMP Financial Planning, Charter Financial Planning, Hillross, Genesys Wealth Advisers and ipac.

AMP expands network with Futuro acquisition

MELANIE TIMBRELL  |  THURSDAY, 8 MAR 2012
... its own licence during the initial stages of the transaction, with advisers subsequently being transitioned to Charter Financial Planning. Futuro currently has 80 financial advisers, 58 practices and approximately $2 billion in funds under advice. AMP ...

AXA FP advisers begin transition away from brand

ELISE BURGESS  |  TUESDAY, 14 FEB 2012
... Financial Planning practices are being offered branding options including the offer to transition to AXA licensee, Charter Financial Planning. Under the Charter FP licence, AXA FP businesses will have five branding options, including the use of the AMP ...

AMP/AXA's Integra moves to MLC's Garvan

ELISE BURGESS  |  THURSDAY, 4 AUG 2011
... decision. Integra has joined MLC owned dealer group, Garvan Financial Planning after 14 years with dealer group, Charter Financial Planning which is owned by AMP Group and as a result of the recent merger with AXA Asia Pacific Holdings. "We reviewed ...

Fraud adviser banned for life

ALISON BEVEGE  |  MONDAY, 23 MAY 2011
... personal benefit, ASIC said today. Bean had been a securities representative and authorised representative of charter Financial Planning from 2003 to 2010. Charter Financial Planning became suspicious and called in financial services regulator ASIC to ...

AXA name adviser of the year

ELISE BURGESS  |  WEDNESDAY, 27 APR 2011
... Lippman Perpetual Trophy. Aspros, practice principle of Sydney based PSK Financial Services and licensed by Charter Financial Planning, said the award is a great honour at a time when planners are facing new challenges. "While there is some uncertainty ...

NAB a step closer to buying AXA

COMPANY RELEASE  |  WEDNESDAY, 31 MAR 2010
... Australian mature business). This includes the advice businesses of ipac, Genesys, AXA Financial Planning and Charter Financial Planning. NAB will be able to use the AXA trademark in Australia and New Zealand for a period of two years to assist with ...

AXA overseas recruitment drive slows

MICHAEL HOBBS  |  WEDNESDAY, 24 FEB 2010
... number, had hired 13 planners to move to Australia. Paul Williams, national manager for AXA Financial Planning and Charter Financial Planning, said it had not sent any more representatives to recruit in those countries recently but was still working ...

AXA announces Value of Advice winners

RUTH LIEW  |  WEDNESDAY, 30 SEP 2009
... situation, considered various options and enriched their financial wellbeing," said national manager AXA and Charter Financial Planning, Paul Williams. Williams said in evaluating the winners AXA was not necessarily looking for the smartest strategy ...