Search ResultsShowing 1 - 10 of 22 results for "Affinia"
Down but not out: Top advisers adapt
ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... 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 ...
NEOS unveils underwriting and sales team
KARREN VERGARA  |  TUESDAY, 23 OCT 2018
... 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 ...
AFSL launches new IFA dealer service
JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
... 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 ...
ASIC takes further action against MyPlanner
JAMIE WILLIAMSON  |  WEDNESDAY, 20 DEC 2017
... 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 ...
Game theory revolutionises risk profiling
JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... 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 ...
Top 10 financial planning stories in 2016
STAFF WRITER  |  TUESDAY, 20 DEC 2016
... 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 ...
ASIC bans Brisbane life adviser
KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... 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 ...
Focus on older men will kill financial planning
ALEX BURKE  |  FRIDAY, 22 JUL 2016
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 focus on prevention, not cure
ALEX BURKE  |  THURSDAY, 21 JUL 2016
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 ...
AIA hybrid program signs 1,000 advisers
ALEX BURKE  |  TUESDAY, 24 NOV 2015
... 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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