Search Results | Showing 1 - 8 of 8 results for "EFP" |
| | | ... clear they are looking for new opportunities, with Elders SA/WA regional manager Allan Ward looking for a new role alongside EFP national practice development manager Michael Payne. In October it was confirmed the IOOF-aligned dealer group was in discussions ... |
| | | | The head of an IOOF-aligned dealer group will depart the business next week. Elders Financial Planning (EFP) has confirmed the resignation of Tony Beaven who has opted to return home to the United Kingdom. His departure, effective November 28, will ... |
| | | | ... has been made yet." "Recent changes to the financial planning industry mean that it has become increasingly difficult for EFP, as a small scale dealer group, to generate the income required to cover higher regulatory compliance and insurance costs," ... |
| | | | ... increased industry awareness of our unique offering," Beaven said. Last month, a Melbourne-based financial adviser joined the EFP dealer group, moving from a Millenium 3 firm to build out her own business at Diamond Creek, Melbourne. At the time, Beaven ... |
| | | | ... business." Zwarts said she joined Elders to partner with a group which could "assist me to build a great advice business." "EFP has the capabilities in place to provide me with cutting edge practice development, compliance, technical and education support ... |
| | | | A senior leader of the Association of Financial Advisers has been named vice chairman of an international standards board. AFA general manager, member services, partnerships and campus, Nick Hakes has been appointed to the Asia Pacific Financial Services ... |
| | | | Elders Financial Planning (EFP) has added its fifth practice and has welcomed a new regional financial adviser. Stephen Clark has joined Border Region Financial Services, a corporate authorised practice in the Kyogle region of New South Wales. Border ... |
| | | | A global fund research report reveals that investors are taking their money out of the US funds and swapping into Latin American, European and Japanese funds. According to the latest weekly funds flow data from Emerging Portfolio Fund Research (EPFR) ... |
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