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Showing 1 - 5 of 5 results for "Andrew Wootton"

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... systems to help advisers automate business workflows and produce data-driven insights. FYG Planners general manager Andrew Wootton said WealthEye is a smarter advice delivery solution that allows FYG's advisers to present advice to clients in a cleaner ...

FYG expands network

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... to be adequately resourced to meet ongoing compliance and business hygiene needs." FYG Planners general manager Andrew Wootton said it was great to see an adviser striking out on their own, bucking current industry trends. "There's obviously a lot ...

Iress scores dealer group mandate

JAMIE WILLIAMSON  |  TUESDAY, 8 DEC 2020
... risks and using this as quantitative inputs to the file review and adviser audit process," FYG general manager Andrew Wootton said. "As a result, we can more efficiently ensure advisers' service obligations are met, fees are appropriately charged, and ...

Another MLC advice firm exits group

KARREN VERGARA  |  TUESDAY, 6 OCT 2020
... founded DFS in 2014. Simone Halse works with Redfearn as client services manager. FYG Planners general manager Andrew Wootton welcomed Redfearn, saying he shares a common alignment in terms of providing goals-based advice with FYG Planners. "Interestingly ...

IRESS general manager joins advice group

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2019
The former general manager of tailored solutions at IRESS is now leading a boutique financial advice group. Andrew Wootton has been appointed general manager of FYG Planners, following more than 11 years at IRESS. Bringing more than 30 years' experience ...
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