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Showing 1 - 9 of 9 results for "Assyat David"

Aged care RC will spook Aussies into advice

HARRISON WORLEY  |  THURSDAY, 11 OCT 2018
... for financial advice, because they want that peace of mind," he said. Aged Care Steps director and fellow panellist Assyat David agreed, adding she thinks the inquiry will begin a conversation among Australians about what they want from their post-retirement ...

Advisers can fill aged care demand gap: Study

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
... number (80%) plan to fill the gap by factoring in aged care advice into their practice. Aged Care Steps director Assyat David said advisers who do not include aged care solutions risk losing clients and forgo the opportunity to capture new revenue sources. ...

RetireInvest hires Strategy Steps

COMPANY RELEASE  |  THURSDAY, 17 SEP 2009
... delivery of financial planning strategies designed to boost the quality of advice. Louise Biti, Jenny Brookhouse and Assyat David of Strategy Steps have all worked at RetireInvest previously in research and technical roles. Strategy Steps was established ...

Telstra Super form alliance with Trust

KATE HAGE  |  THURSDAY, 20 APR 2006
... offered to all members on a referral basis from Telstra Super's financial planners." Trust executive general manager, Assyat David, said the move will help equip members in areas outside wealth building. "Traditionally the focus has been on wealth accumulation ...

Trust creates new para-planning management role

... and estates areas as well as managing the para-planning division. Executive general manager of financial services, Assyat David, welcomed the additional skills to the team. "Her technical expertise and practical experience will provide our clients with ...

Trust passes managed accounts control to Next

... MA clients, appointed to the role that is expected to be finalised next week. Trust's executive general manager, Assyat David, said the group wanted to move away from system platforms and pass the MA role onto a specialist in the area. "We had looked ...

Trust plan ahead for ageing population

... planning. The big story with estate planning, according to Trust's executive general manager financial services, Assyat David, will lie in the demographic shift of the ageing baby boomer population. She adds that this generation, unlike those before ...

Trust appoints head of estate planning

... aims to offer clients a wealth planning "end-to-end" tool. Trust's Executive General Manager of Financial Services, Assyat David, said the new service will be important in reaching financial planners and the wealth management industry. "Trust has been ...

Bolton to lead Trust Superannuation

... aiming to add value in the changing superannuation environment. Trust executive general manager of financial services Assyat David says, "We are finding that many decision makers in both the institutional and retail superannuation markets are perplexed ...
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