Search Results | Showing 81 - 90 of 112 results for "Paraplanner" |
| | | ... allocated the first available. However after the first service, the adviser can choose to be matched up with the same paraplanner. "Often they will learn each others style and build an effective relationship. Eventually we want teams of advisers matched ... |
| | | | ... the results, which surveyed 978 individuals, found that 57% were a financial planner, 29% a practice principal, 4% a paraplanner, 3.6% a risk adviser, 2.6% an administrator, 2.1% a practice principal (non-practicing) and 1.4% a practice principal (risk ... |
| | | | ... Queensland sales and service for Commonwealth Financial Services. Dixon was also the winner of the 2000 and 2001 FPA Paraplanner of the Year Award. |
| | | | Financial planning software provider COIN has launched training courses for paraplanners, which could go some way to increasing the upskilling in the profession. The three-day courses, Paraplanning Fundamentals, are run in conjunction with outsourced ... |
| | | | New planning website, Adviser Toolbox, taps imminent regulatory reforms to appeal to planners. The group, owned by boutique financial planning business Iplanner, was created by advisers, paraplanners and software technicians as an efficient online financial ... |
| | | | UniSuper plans to expand its financial planning service next year after better-than-expected demand, with thousands of members using it to get general advice while around 700 requested tailored financial plans. UniSuper Advice, launched last December ... |
| | | | Financial planning software group COIN boosts its paraplanning services to advisers after acquiring the remaining 50 per cent of paraplanning specialist Outplan Pty Ltd. COIN acquired 50 per cent of Outplan in 2007 after which the brands worked towards ... |
| | | | ... design and development of new products. Prior to RFM, he spent seven years in the financial planning industry as a paraplanner and adviser working in both national and boutique dealer groups. Meanwhile, Sam Hall joins RFM after working with ING (Sydney) ... |
| | | | While there is incessant debate on how the planning industry can lift its governance standards to better protect consumers, there is little talk about the future for paraplanners, but that could soon change. Bloch said paraplanners shouldn't have to ... |
| | | | ... won AXA's national annual adviser award, the Gerald Lippman Perpetual Trophy. Howden joined AXA 16 years ago as a paraplanner in Newcastle before becoming a salaried financial planner two years later. He opened his own business with a group of other ... |
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