Search Results | Showing 1 - 10 of 13 results for "Eleanor Dartnall" |
| | ... with local communities and keeping pace with changing expectations to do right by their clients. "There's Eleanor Dartnall who helped push through the downsizer contribution reforms this year, Ben Nash who published a finance book for millennials ... |
| | | ... AFA Thought Leader Award. The inaugural Thought Leader Award was presented to Focus Wealth Advisers principal Eleanor Dartnall. This award represents the pinnacle of community awards, the AFA said. Powe Financial Advice's Karen Walmsley, Amanda Cassar ... |
| | | ... Advisers' National Adviser Conference, Donat has partnered with former AFA Adviser of the Year, Dartnall Advisers' Eleanor Dartnall, to discuss how a social media campaign could assist Australians in understanding how money works and in turn make better ... |
| | | ... platforms for marketing. 1.15pm - The last round of focus sessions. Financial advice experts Annick Donat and Eleanor Dartnall put advisers in front of schoolkids (virtually!) to challenge their thinking around how to make advice more accessible to the ... |
| | | ... But the tinkering with the system immediately erodes that confidence," Graham said. Dartnall Advisers principal Eleanor Dartnall said while the industry needs to talk about education, "we need to change legislation with some policy around older women ... |
| | | ... Oliver and La Trobe Financial chief executive Greg O'Neill. Former AFA Adviser of the Year winners Jenny Brown and Eleanor Dartnall also featured, alongside other advice personalities including Charles Badenach, Sarah Reigelhuth and James Sutherland. ... |
| | | ... from "behavioural uncertainties" and a client's "relationship with money." Echoing Dartnall Advisers principal Eleanor Dartnall's comments to Financial Standard about clients being overwhelmed by information they don't understand, Lazenby said there ... |
| | | ... said will "never" be a part of the assets test - and live off pension income. But Dartnall Advisers principal Eleanor Dartnall believes there's a much simpler solution to the problem. Dartnall, whose client-base is "very positive" about the "needed" ... |
| | | Speaking at the XY Adviser Event in Sydney, Association of Financial Advisers 2014 adviser of the year Eleanor Dartnall explained that client education leads to client retention. Describing her "epiphany" that led her from "managing" clients to "actually ... |
| | | ... Balance has been named the first AFA Practice of the Year and Dartnall Advisers' principal and senior adviser Eleanor Dartnall has been crowned Adviser of the Year. Sponsored by Zurich, the awards were presented at a gala dinner at the AFA 2014 National ... |
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