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Search ResultsShowing 1 - 10 of 46 results for "Elders Financial Planning"
Dealer group bolsters leadership
ELIZABETH MCARTHUR  |  MONDAY, 8 FEB 2021
... national practice development managers. Mayne joins Lifespan after five years as regional manager at Elders Financial Planning, before the dealer group was shuttered by IOOF. Earlier in his career he was a practice development manager at BT owned dealer ...
Super SA hires former Elders manager
ELIZABETH MCARTHUR  |  MONDAY, 26 OCT 2020
... appointed as senior manager financial advice at the fund. He was previously the regional manager for Elders Financial Planning in South Australia and Western Australia. Super SA chief executive Dascia Bennett said Allan "brings a wealth of experience ...
Elders FP to shutter
JAMIE WILLIAMSON  |  TUESDAY, 10 DEC 2019
Elders Financial Planning will be wound down over the coming months, the dealer group has confirmed. In a statement to Financial Standard , a spokesperson for Elders Financial Planning confirmed a decision to close the dealer group was reached at the ...
Dealer group lead to depart
JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
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 ...
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
... IOOF 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 ...
Outflows dent IOOF advice, funds businesses
KARREN VERGARA  |  MONDAY, 4 FEB 2019
... groups 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 ...
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 ...
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