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Showing 1 - 5 of 5 results for "FYG Planners"

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
Boutique financial advice group FYG Planners has rolled out a new platform to improve the advice delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform ...

FYG expands network

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
Tasmania-based FYG Planners has added a Victorian financial advice firm to its stable. Based in Chadstone, Prosperity Planners now operates under licensee FYG. Christopher Bailey, co-founder and financial planner, set up Prosperity in May and prior ...

Another MLC advice firm exits group

KARREN VERGARA  |  TUESDAY, 6 OCT 2020
A former MLC-licensed financial advice firm has left the dealer group following the IOOF takeover to join FYG Planners Group. Queensland-based Designing Financial Solutions (DFS), led by principal and financial planner Kevin Redfearn, is now operating ...

IRESS general manager joins advice group

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2019
... solutions at IRESS is now leading a boutique financial advice group. Andrew Wootton has been appointed general manager of FYG Planners, following more than 11 years at IRESS. Bringing more than 30 years' experience in financial services, Wootton ...

IRESS risk research improves

MEDIA RELEASE  |  MONDAY, 1 DEC 2008
... affordability in a single tool will go a long way to streamlining our advice process," said Jason Fowler, Principal of FYG Planners. In addition to the Cover Availability enhancement, a Medical Underwriting Limits tool has been incorporated in IQM+ ...
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