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Showing 1 - 10 of 14 results for "Andy Marshall"

IOOF boosts adviser compliance support

KARREN VERGARA  |  TUESDAY, 19 JUN 2018
... self-licensed AFSLs are focused on managing compliance requirements rigorously, IOOF Alliances national manager Andy Marshall said. "Having access to a technology solution provides our members with enormous robustness and certainty for their compliance ...

Peer-learning popular among self-licensed advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... articulated their best-of-breed solutions is of enormous benefit to our member firms" IOOF Alliances national manager Andy Marshall said. "Self-licensed businesses may be fiercely independent, but they all strive for above-average client engagement scores ...

New national manager for IOOF Alliances

JAMIE WILLIAMSON  |  TUESDAY, 23 MAY 2017
... national manager of IOOF's Alliances business. Most recently the regional sales manager Asia Pacific for SuiteBox, Andy Marshall is now tasked with leading and growing the IOOF Alliances offering, ensuring it continues to evolve with the needs of advice ...

Advice group driving fintech efficiencies

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
... technological and digital capabilities with the help and input of our adviser network." SuiteBox Asia Pacific head of sales Andy Marshall said the partnership pointed to a global trend of wealth management firms embracing efficient digitised services ...

Zurich vet joins SuiteBox

ALEX BURKE  |  MONDAY, 26 SEP 2016
... strategies life and investments has taken up a new role at subscription-based mobile office software provider SuiteBox. Andy Marshall, who worked with Zurich - initially as a regional sales manager - from 2012 to September 2016, has been appointed regional ...

Zurich establishes risk specialist team

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
... Australian regional manager David Rees. As a result of the changes, Zurich's national sales and strategic manager Andy Marshall has left Zurich. Head of distribution for Zurich's life and investments business, Kristine Brooks said the establishment of ...

Nominations open for AFA Adviser of the Year

MARK SMITH  |  TUESDAY, 10 MAY 2016
... (Beddoes Institute), Graham Peatey (Practice Management Consultant), Peter Sobels (Riskinfo), and Kristine Brooks and Andy Marshall from Zurich. Advisers and practices may nominate themselves, or can be nominated by any industry participant. The judging ...

Zurich insurance appoints CFO, updates app

KERRIE SYDEE  |  FRIDAY, 15 APR 2016
... app which will now offer users new screens in a bid to provide a more engaging and interactive client experience. Andy Marshall, head of sales strategies for Zurich's Life and Investments business, said the upgrade to the Adviser Flipchart app is a 'game-changer' ...

Zurich launches planner client survey tool

ALEX BURKE  |  TUESDAY, 8 SEP 2015
... sum insured prior to the first meeting could be a game-changer," said Zurich head of sales strategy and research Andy Marshall. "The new tool not only increases client engagement from the very beginning of the advice journey, it also maximises efficiency ...

AFA awards deadline looms

ALEX BURKE  |  TUESDAY, 14 JUL 2015
... Rebecca Shells, practice management consultant Graham Peatey, Riskinfo's Peter Sobels and Zurich's Kristine Brooks and Andy Marshall. Nominations opened in June; at the time, Zurich's general manager of retail life and investments Philip Kewin said the ...
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