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Showing 81 - 90 of 166 results for "Practice of"

Aussie advice firm sold to US risk manager

DARREN SNYDER  |  THURSDAY, 5 JAN 2017
... operations." In 2014 the Association of Financial Advisers (AFA) named Complete Financial Balance as the inaugural Practice of the Year. Campbell received the AFA Adviser of the Year Award in 2009. Founded in 1989, Complete Financial Balance offers wealth ...

Non-aligned advisers gifted growth opportunity

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
... growing as the industry's historically bad behaviour continues to repeat itself. That is the view of the 2016 AFA Practice of the Year Award winner Sam Henderson. Speaking at a media briefing hosted by Zurich, Henderson said he doesn't "think a whole ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... providing pro-bono services. Also an inaugural winner, ipac Western Australia took home the first ever FPA Professional Practice of the Year Award for its role as an 'entrepreneurial leader' in the provision of financial advice, technology and its marketing ...

Education alliances to drive growth: FPA

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... hard for that piece of legislation." Patrick Canion, principal of ipac Western Australia - the 2016 FPA Professional Practice of the Year - said he is optimistic that the legislation will pass, particularly after learning of the proposed enshrinement ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... to professional development and complimentary registration to the FPA Professionals Congress. The FPA Professional Practice of the Year will also receive a $10,000 business consultancy package donated by Business Health. Shortlist for the 2016 awards ...

Elders celebrates award winners

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
... Financial Planning Conference on the Gold Coast, Elders revealed the recipients of its chief executive, rising star, practice of the year and high achiever award. Ray Mitchell of Albury New South Wales was awarded the CEO Award, while Mike Tidy from ...

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
... in Vietnam, Adviser of the Year was awarded to Anthony D'Alessandro of Victorian based Required Financial Services. Practice of the Year was awarded to Lifetime Private Wealth of New South Wales and Samantha Robinson of Pursue Wealth took the title of ...

ClearView welcomes new strategic shareholder

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
... strategic relationship" between the two companies. The two companies have also agreed to collaborate to share best practice of each company, with a view to achieve the following objectives: Expand and grow ClearView's distribution network in the IFA ...

Lonsdale recognises exceptional advice

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
... awards. Financial Planner of the Year was awarded to Peter Fry of Fry Financial Services in Ringwood Victoria, while Practice of the Year was awarded to Adviser fp from Parramatta New South Wales. The Lonsdale awards acknowledge individuals and practices ...

MySuper transition costing retail members

JAMIE WILLIAMSON  |  THURSDAY, 20 OCT 2016
... obligation for these members to be transferred to contemporary, lower fee options. "The retail and bank-owned super fund practice of leaving members' accounts languishing in more expensive legacy products requires greater scrutiny," Whiteley added.