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Showing 1 - 10 of 12 results for "Affinia Financial Advisers"

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... Sentinel Private Wealth for more than a year before joining Life Plan FP in 2018. He also worked at Affinia Financial Advisers and My Adviser.

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... insurance and financial advice to the role. Prior to NEOS, Leonard was national manager of operations at Affinia Financial Advisers for two years. Before that, he spent more than eight years in sales and business development roles at TAL. Meanwhile ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... endorsed by 99.94% of its shareholders. Following the name change, it also completed the acquisition of Affinia Financial Advisers, growing its adviser network substantially. At the time, Humphrey said the acquisition was strategic as the firm looked ...

Count completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
Count has completed its acquisition of Affinia Financial Advisers, growing its adviser network substantially. Through the acquisition, Count has acquired 75 financial advice practices from TAL, adding around 100 financial advisers to its community. ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... acquire 75 financial advice practices that once belonged to TAL. CountPlus will pay $3.373 million for Affinia Financial Advisers and have about 400 advisers and $16.8 billion in funds under advice once the deal completes. CountPlus currently has 280 ...

Count Financial makes growth-focused hire

ALLY SELBY  |  FRIDAY, 22 MAY 2020
... "Chris's appointment will help us deliver on this strategy." Burton has spent the last four years with Affinia Financial Advisers as a key account manager responsible for the states of Victoria, Tasmania, Western Australia and South Australia. Prior ...

AFSL launches new IFA dealer service

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
... 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 of Affinia's expertise ...

ASIC bans Brisbane life adviser

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... 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 financial ...

Affinia develops life insurance advice tool

ALEX BURKE  |  THURSDAY, 19 MAR 2015
Dealer group Affinia Financial Advisers has unveiled The Strategic Advice Cashflow Tool, software designed for delivering "best interest"-compliant life insurance advice. Affinia's tool comprises a "needs analysis and cashflow calculator" and forms ...

Affinia hires regional business consultants

AAP  |  MONDAY, 23 JUN 2014
TAL-backed Affinia Financial Advisers has appointed one business consultant for Victoria and Tasmania, and one for Western Australia and South Australia. Nadia Docker will be in charge of Victoria and Tasmania, while Natalie Pegg will look after Western ...
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