Search ResultsShowing 1 - 10 of 42 results for "Elders Financial Planning"
Elders in discussions over future
ELIZA BAVIN  |  TUESDAY, 8 OCT 2019
Elders Financial Planning general manager Tony Beavan said that while the dealer group currently in a consultation period "no decision has been made yet." "Recent changes to the financial planning industry mean that it has become increasingly difficult ...
IOOF rejigs CRO role, appoints successor
KARREN VERGARA  |  FRIDAY, 26 JUL 2019
... took full legal ownership of dealer groups RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning from ANZ on 1 October 2018. Mota added the ASX-listed firm recorded its "best quarter of inflows" in the three months to June ...
Outflows dent IOOF advice, funds businesses
KARREN VERGARA  |  MONDAY, 4 FEB 2019
... to IOOF - ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups - in October 2017. The sale of ANZ's pensions and investments business however is taking longer than anticipated ...
Advice dealer group, fintech align
JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
... national financial advice licensee partnered with an innovative investment platform. Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access ...
Super fund and advice group create alliance
DARREN SNYDER  |  THURSDAY, 20 DEC 2018
... with a national financial planning group to expand its advice service to members. Statewide Super and Elders Financial Planning have formed the alliance to expand the super fund's advice network across Australia and help to service its members. Both ...
When aged care advice takes an emotional toll
KARREN VERGARA  |  TUESDAY, 13 NOV 2018
... "review everything" in order to avoid hidden fees and charges, she said. Also presenting at the event, Elders Financial Planning financial adviser Wayne Fenton spoke about retirement planning strategies to help clients navigate through a "minefield of ...
Advice group continues education standards preparation
DARREN SNYDER  |  WEDNESDAY, 31 OCT 2018
... education scholarships aimed to help its advisers navigate upcoming education standards for the industry. Elders Financial Planning awarded a 16 education scholarships at their national conference in Glenelg this week. Elders has now delivered 31 scholarships ...
Advice dealer group takes out governance award
JAMIE WILLIAMSON  |  TUESDAY, 23 OCT 2018
... newly-acquired dealer groups was recognised in the Governance, Risk and Compliance Institute's annual awards. Elders Financial Planning took home the Team of the Year Award at a function hosted in Sydney. Elders Financial Planning general manager Tony ...
FPA award finalists named
JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... present the Community Service Award, with Wealth Planning Partners' Amanda Cassar, Wayne Fenton of Elders Financial Planning and Zacary Leeson of HPH Solutions recognised. "The awards celebrate individuals and businesses who demonstrate a commitment ...
HSBC quietly exits financial advice
KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... groups under the OnePath brand to IOOF Holdings. RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning comprising 717 aligned advisers and $19.5 billion in funds under advice will operate under the IOOF network. Last month ...
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