|Search Results||Showing 1 - 10 of 22 results for "Affinia"|
|... 79 advisers, going from 116 to just 37. Viridian picked up 76, after buying 90 advisers from Westpac. While Lifespan, Affinia and Paragem gained from Westpac's exit, a further 147 former Westpac advisers have so far failed to join another licensee. Commonwealth ...|
|... Glendinning (VIC/TAS/SA) and Brett Leonard (QLD/NT). Leonard was most recently head of partnerships and operations at Affinia. Glendinning previously worked as acting state sales manager at AIA, while Leonard was acting head of sales at BT. Du Plooy's ...|
|... advice dealer group will provide licensee services to non-aligned advisers by way of a new white label offering. TAL's Affinia Financial Advisers has launched Affinia Access, enabling AFSLs to operate under their own license and brand with the support ...|
|... representatives complied with financial services laws. Prior to joining MyPlanner, Fraser was an authorised representative of Affinia from May 2013 to January 2015. From December 2012 to May 2013 he was licensed through Millennium3, and from June 2012 ...|
|... said. The business has seen pre-launch adoption of the platform in Australia, having already been beta tested by Paragem, Affinia and Henderson Maxwell. "We all know clients can't tell us their risk tolerance, or how loss averse they are, or if they ...|
|... financial planning The over-representation of over-50 men in financial advice spells doom for the industry, according to Affinia head Marcus O'Sullivan. Commenting on a panel at the 2016 FSC Leaders Summit in Melbourne, O'Sullivan said the severe lack ...|
|... investigation found he had failed to comply with several financial services laws. Former authorised representative of Affinia Financial Advisers, Christopher Young, was banned after ASIC found he failed to act in his clients' best interests when providing ...|
|The over-representation of over-50 men in financial advice spells doom for the industry, according to Affinia head Marcus O'Sullivan. Commenting on a panel at the 2016 FSC Leaders Summit in Melbourne, O'Sullivan said the severe lack of diversity in ...|
|ASIC needs to work directly with the advice industry and develop more proactive regulation, according to Affinia chair Steve Helmich. Speaking on a panel at the 2016 FSC Leaders Summit in Melbourne, Helmich said that ASIC's role is to ensure favourable ...|
|... to deliver long-term sustainable income for the business in future, a hybrid commission structure makes sense," said Affinia adviser Daniel Lane, who joined the program over a year ago. "This type of program is a great way to make the transition, so ...|
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The managing director of an AMP-aligned dealer group is exiting the business to take on a new role.
BT Financial Group has shut down a $670 million global property fund and a $293 million Asian shares fund, as it sees them unsuitable for retail investors.
Perpetual has confirmed the appointment of a head of risk, promoting from within to fill the newly created role.
A $5.6 billion industry superannuation fund is revamping its MySuper option, which will see default members' exposure to growth assets and fees rise.
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