Search Results | Showing 1 - 10 of 25 results for "Evalesco" |
| | | ... rates of 81% for advised policies and 88% for group super. Paul Luu, financial adviser and life insurance specialist at Evalesco and Principal Edge, said regular policy reviews were essential to ensure insurance remained aligned with clients' changing ... |
| | | | ... is retirement. "There is a strong demand for advice which we only see getting stronger as more people age and retire," Evalesco senior financial adviser Melody Edwards said. Advisers should look towards the gender discrepancies that confoundingly impact ... |
| | | | ... in however changes to regulation are rehashed, rebranded, or reshaped," he expanded. Reflecting on the last 12 months, Evalesco senior financial adviser Melody Edwards said advisers have "been through significant regulatory changes since the Royal Commission ... |
| | | | ... Professional Practice of the Year Award will go to one of three practices: Boutique Advisers, Oxlade Financial, or WARR HUNT. Evalesco Financial Services' Melody Edwards, Lume Wealth's Morgan Hayward, and Iconic Wealth's Kelly King are up for the FAAA ... |
| | | | ... own AFSL and made a key hire in the process. Since 2015, Centaur has operated under a co-op licence with RFS Advice, Evalesco, and Guide Financial to reduce costs. However, Centaur chief executive and FS Power50 adviser Hugh Robertson told Financial ... |
| | | | Evalesco Financial Services and Principal Edge Financial Services have announced a strategic merger. Evalesco chief executive Jeff Thurecht will lead the combined business as chief executive, alongside director Marshall Brentnall and general manager ... |
| | | | ... expats. Elsewhere, this marks the eighth time Verante Financial Planning's Liam Shorte has been on the list, while both Evalesco Financial Services' Marshall Brentnall and Ethinvest's David Rae have both featured seven times. Meanwhile, thirty-eight ... |
| | | | Evalesco Financial Services recently finalised the acquisition of former Association of Financial Advisers national president Marc Bineham's advice firm. Evalesco, led by Marshall Brentnall, Jeff Thurecht and Jules Knox, has taken on Noall & Co's ... |
| | | | ... lies the problem, with advisers concerned Australians may be driven to accessing compromised advice from super funds. Evalesco Financial Services director Marshall Brentnall says the initiative - taken as a measure designed to accelerate the issuance ... |
| | | | ... consistent outperformance of the Reserve Bank cash rate. Speaking to Financial Standard after the event, FS Power50 member and Evalesco financial adviser Marshall Brentnall said the awards provided Money readers with a well-researched list of products ... |
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