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Showing 1 - 5 of 5 results for "Encompass Wealth"

Fitzpatricks expands footprint

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... Fryer Financial Services, Thomson Wealth, both Sydney-based, Victoria-based Nest Wealth, and Queensland-based Encompass Wealth.

Education excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
... his significant achievements in furthering his education. He will receive a $10,000 scholarship from Kaplan. Encompass Wealth's Helen Russo, Main Street Financial Solutions' Michael Fox and Dean Loosmore of Lio Adviser Centre were also finalists in the ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... calibre of the finalists was so high this year that a Highly Commended Award was also presented to Helen Russo from Encompass Wealth - Financial Life Planning. The award celebrates its 10th anniversary this year, and nominees are chosen for their commitment ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... 9.50am - Michael Ward from Maxim Private Wealth receives AFA Excellence in Education Award. Helen Russo from Encompass Wealth receives 'Highly Commended'. Nick Hakes, AFA's general manager of member services, talks about the importance of further education. ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
... standard of education when they engage with a financial planner," Excellence in Education Award finalist and Encompass Wealth financial strategist Helen Russo says. The consensus was increased standards of education would engender greater professionalism ...
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