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Showing 1 - 8 of 8 results for "David Reed"

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... adjust their discretionary spending - their want spending, accordingly." The Retirement Advice Centre business owner David Reed said this is the approach the group has taken with its retiree clients "who are pretty disciplined." After speaking with advisers ...

La Trobe gains new ground on aged care

MICHELLE BALTAZAR  |  THURSDAY, 12 JAN 2017
... pro-active in completing specific accreditation courses on aged care regulation, social services and estate planning. David Reed, winner of the 2015 AFA Adviser of the Year, is focusing his efforts on retirement coaching. Early this week, Financial Standard ...

How a niche can add value

MARK SMITH  |  THURSDAY, 6 OCT 2016
... trying to be a jack-of-all-trades could be hurting your business. That's according to 2015 AFA Adviser of the Year David Reed, who told delegates at this year's annual conference that he had gone from strength-to-strength after adopting a more niche ...

A former PM, a Harvard professor and an adventurer to headline AFA conference

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
... Stephen Halmarick, chief economist at CFS Global Asset Management and the focus session with AFA Adviser of the Year, David Reed. The AFA 2016 National Adviser Conference will be held in Canberra from Wednesday 5 October through to Friday 7 October.

Beddoes Institute announces MTA award winners

WHITNEY FITZSIMMONS  |  WEDNESDAY, 13 APR 2016
... Awards have been announced. Nationally taking the award for most trusted adviser was Greg Lourens from SAM Group, while David Reed from The Retirement Advice Centre was awarded most recommended adviser. Debbie Hudson's Wealth Fusion took the gong for ...

AFA winner highlights retirement fears

ALEX BURKE  |  THURSDAY, 17 DEC 2015
... because of financial concerns. Speaking at a Zurich event in Sydney, The Retirement Advice Centre retirement adviser David Reed said he observed from 2010 onwards that many of his clients had set a "magic number" for retirement, but continued working ...

AFA Adviser, Practice of the Year named

MARK SMITH  |  WEDNESDAY, 28 OCT 2015
David Reed from The Retirement Advice Centre was presented with the 2015 AFA Adviser of the Year Award at the close of another successful national conference in Cairns. At the same time, Kearney Group took home the coveted Practice of the Year Award. ...

AFA announces awards finalists

ALEX BURKE  |  WEDNESDAY, 16 SEP 2015
... Year awards. 2015's Adviser of the Year grand finalists are Mr Insurance's PJ Byrne, The Retirement Advice Centre's David Reed and Affinity Private's Catherine Robson. The Practice of the Year finalists, meanwhile, are Announcer, Kearney Group and Robina ...
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