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Showing 1 - 10 of 188 results for "Adviser Network"

Super tax is a 'wealth tax': Taylor

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... one-size-fits-all product for retirement. We need policies and deliver choice, informed options, and the advice and adviser network to deliver the very best outcomes in retirement. Self-managed super funds are an integral part of that choice," he said. ...

AMP reports boost in IFA flows, mulls advice unit options

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2024
... program and that other options will be sought on how best to manage "this important business". Vernon said AMP's adviser network has consolidated in terms the number of practices and advisers, but the number of representatives has stabilised year ...

Vale Jason Milosevski

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... with chemotherapy and the wellness practices he adopted to help along the way. He also gave presentations to his adviser network on what he was going through, explaining the important role income protection cover was playing for him and his family during ...

Centrepoint Alliance chair resigns after four months

CHLOE WALKER  |  THURSDAY, 11 JAN 2024
... foundation for the future growth of Centrepoint," Chmiel said. "During Simon's term, Centrepoint has grown its adviser network by over 60%, delivering financial advice and solutions to more Australians. We express our gratitude to Simon's dedication ...

Count welcomes Rockhampton practice to network

STAFF WRITER  |  TUESDAY, 29 AUG 2023
Rockhampton firm TISLife is the latest practice to join the Count adviser network. TISLife, started in 2015, is run by managing director Andrew Thackeray and specialises in insurance advice. It officially joined the Count fold earlier this month. "Our ...

Aware Super hires business development lead

CASSANDRA BALDINI  |  THURSDAY, 10 AUG 2023
... join the fund in September to head up its business development function and assist in expanding its financial adviser network. Jarvis joins from Australian Unity where she worked since 2020 and most recently held the position of general manager customer ...

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
... to a huge $2.6 billion in the 2023 financial year, of which the lion's share related to its historical aligned adviser network. The former aligned advisers were representative of Financial Wisdom, Count Financial and Commonwealth Financial Planning Limited-Pathways. ...

New chief executive for retail super fund, platform

KARREN VERGARA  |  TUESDAY, 1 AUG 2023
... distribution function for over 10 years has allowed him to form some "extremely strong relationships with our adviser network and business partners". "It is these relationships and insights that will continue to shape my decisions moving forward," he ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ...

Count hunts new operations chief

CHLOE WALKER  |  TUESDAY, 11 JUL 2023
... for the last five and a half years," Toussaint said. Toussaint's departure comes as Count continues to grow its adviser network, having recently added 75 practices through the acquisition of TAL's Affinia licensee in May. At the time, Humphrey said the ...
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