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Showing 81 - 90 of 102 results for "Charter Financial Planning"

AMP expands network with Futuro acquisition

MELANIE TIMBRELL  |  THURSDAY, 8 MAR 2012
... 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 has not ...

AXA FP advisers begin transition away from brand

ELISE BURGESS  |  TUESDAY, 14 FEB 2012
... 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 brand and ...

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

ELISE BURGESS  |  THURSDAY, 4 AUG 2011
... 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 looking at ...

Fraud adviser banned for life

ALISON BEVEGE  |  MONDAY, 23 MAY 2011
... 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 investigate. ...

AXA name adviser of the year

ELISE BURGESS  |  WEDNESDAY, 27 APR 2011
... 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 as we ...

NAB a step closer to buying AXA

COMPANY RELEASE  |  WEDNESDAY, 31 MAR 2010
... 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 the transition ...

AXA overseas recruitment drive slows

MICHAEL HOBBS  |  WEDNESDAY, 24 FEB 2010
... 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 through the ...

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 ...

AXA recruits 13 overseas planners

MICHAEL HOBBS  |  WEDNESDAY, 15 APR 2009
... Africa and the UK to the dealer group. Paul Williams, national manager for AXA Financial Planning and Charter Financial Planning, said the firm launched the overseas recruitment campaign around the second half of 2007. The firm's strategy involved promoting ...

Ready, set, activate: AXA

RUTH LIEW  |  WEDNESDAY, 4 MAR 2009
... their financial situation further with their adviser. According to Paul Williams, national manager Charter Financial Planning, the program allows advisers to do a full analysis of all their clients, using research data sourced by Roy Morgan. This in ...