Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 11 results for "Financial Design"

EWM to buy three advice firms

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
... 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 ...

AFA names Rising Star finalists

LINDA HAUSKEN  |  WEDNESDAY, 3 OCT 2012
... 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 ...

Finsia award nominees announced

ELISE BURGESS  |  THURSDAY, 6 OCT 2011
... 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 ...

AFA unveils Adviser of the Year Award finalists

AFA MEDIA RELEASE  |  THURSDAY, 7 OCT 2010
... 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 ...

Savings boost for GenX and GenY

MICHELLE BALTAZAR  |  MONDAY, 3 MAY 2010
... 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 ...

Can fee-for-service insurance advice work?

MICHELLE BALTAZAR  |  MONDAY, 12 APR 2010
... 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 ...

Stimulate your package

MICHAEL HOBBS  |  FRIDAY, 27 MAR 2009
... 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 ...

Long-term service doesn't guarantee referrals

MICHAEL HOBBS  |  TUESDAY, 26 AUG 2008
... 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 ...

AFA searches for Rising Star

MICHAEL HOBBS  |  WEDNESDAY, 23 JUL 2008
... 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. ...

Proactive planners ease client concerns

MICHAEL HOBBS  |  FRIDAY, 4 JUL 2008
... 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 ...
PAGE:
1
PREVIOUS
NEXT