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Showing 1 - 6 of 6 results for "Beames"

2014 MAX Award Winners and Finalists

MICHELLE BALTAZAR  |  MONDAY, 23 JUN 2014

Advisers turn budget into opportunity to engage

LAURA MILLAN  |  THURSDAY, 15 MAY 2014
... earners, a new tax just for them; for pensioners; new eligibility rules and for the rest of us, a little bit of extra super." Beames and Associates director David Rae also recorded a video and said that the new tax on high income earners is likely to ...

Count awards advisers in Shanghai conference

LAURA MILLAN  |  TUESDAY, 13 MAY 2014
... given to Hamilton Morello Financial Planners, while the New Member Firm of the Year was awarded to Assured Wealth Advisors. Beames and Associates director David Rae won Adviser of the Year and Terry Plumbridge's 145 Financial won the Excellence in Lending. ...

David Rae wins Count Adviser of the Year award

LAURA MILLAN  |  MONDAY, 12 MAY 2014
Beames and Associates Financial Services director David Rae was the winner of Count Financial's first Adviser of the Year award. The award recognises advice excellence, good client outcomes and a commitment to best practice and professional development. ...

Jenny Brown named FS Smileys Scholar of the Year

MARK SMITH  |  WEDNESDAY, 20 NOV 2013

Email tops in social media stakes

MARK STORY  |  MONDAY, 4 FEB 2013
... personal space. Research presented by keynote speaker David Rae of Canberra-based accounting and financial planning firm Beames and Associates suggests that email is also the social media form favoured by clients. Results of an in-house survey conducted ...
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