Search Results | Showing 1 - 10 of 11 results for "Financial Design" |
| | | ... Before the year's end, EWM will acquire MSI Taylor Wealth Management led by Peter O'Callaghan and Daniel Shine; Financial Design led by principal Helen Postle; and Your Wealth Life, led by Megan Neale. These acquisitions follow recent mergers with Cairns-based ... |
| | | | ... Gallagher at Knightcorp Life Insurance & Wealth Management, Cameron Forbes at Forbes Financial Planning, Matt Hale at Financial Design for Life Meike Suggars at Suggars & Associates and Scott Mitton at RI Advice. Richard Klipin, chief executive of the ... |
| | | | ... category is most outstanding young professional, the nominees include Matt Baxby, Virgin Money, Chris Browne, Financial Design for Life, Matthew Foy, Hemisphere Corporate Services, Blake Halligan, Optimum Life Focus Financial Planning, Natasha Mandie ... |
| | | | ... sponsor eight years running. The six finalists and three highly commended advisers are: Finalists: A, Chris Browne, Financial Design for Life, Victoria A, Jason Churchill, CCS Insurance Solutions, Queensland A, Jonathan Hoyle, Stanford Brown, New South ... |
| | | | ... contribution for low-income earners. Meanwhile, Chris Browne, financial adviser at Gen X and Gen Y specialist Financial Design for Life, cautioned that the $100,000-plus additional super does not factor in the opportunity cost of not getting good quality ... |
| | | | ... whether or not the person would take the policy," said Chris Browne, award-winning financial planner who started Financial Design For Life. "It comes down to accessibility [of insurance advice]. In a perfect world Godfrey Pembroke made the right move ... |
| | | | ... contributed to super up to $1,000 - with the maximum co-contribution capped at $1,500 each year. Chris Browne, Financial Design for Life director, said the firm had sent out an email ahead of the payment suggesting ways to spend it. "If we say pay off ... |
| | | | ... advisers and dealer groups the benefits of building and maintaining a relationship with their clients. Chris Browne, Financial Design for Life senior financial planner, said the survey results confirmed his business strategy to send a quarterly information ... |
| | | | ... contribute to the community and the financial planning industry. Chris Browne, 2007 AFA Rising Star winner and Financial Design for Life senior financial planner, said prospective winners should demonstrate work above and beyond their role as an adviser. ... |
| | | | ... allocation and overall portfolio after being sent educational material during equity market corrections. Chris Browne, Financial Design for Life senior financial planner, said the firm sent pamphlets to clients about how an international financial downturn ... |
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