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Showing 1 - 10 of 22 results for "Jim Taggart"

Former association leads push for merger

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
... AFA leaders Dennis Bateman, Mark Bineham, Brad Fox, Deborah Kent, Phillip Kewin, Richard Klipin, Michael Nowak, and Jim Taggart.

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
... planning as another element of their customer service, according to Mentor Education. Mentor Education Group chairman Jim Taggart said true financial advice is an end-to-end commitment that mirrors the lifelong journey of the advice process and offloading ...

Advisers embrace new education regime

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
... protection, wealth accumulation and retirement aspirations," Mentor Education chairman and non-executive director Jim Taggart said. "The introduction of a recognised academic and professional development framework will build much needed confidence in ...

Mentor Education appoints new chair

WHITNEY FITZSIMMONS  |  TUESDAY, 5 APR 2016
Mentor Education, Australia's largest privately owned financial services training company has appointed Jim Taggart to the role of the organisation's inaugural chair. Taggart has had a distinguished career as a financial adviser and business and community ...

Unlocking the door to adviser education

RACHEL DAVIS  |  TUESDAY, 25 OCT 2011
... Excellence in Education Award were Kyle Thompson (QLD), Matthew Hawkins (TAS), Shaun Hunt, (SA), Brian Woods, (WA) and Dr Jim Taggart (NSW).

State winners named in AFA excellence awards

ELISE BURGESS  |  MONDAY, 1 AUG 2011
... community contributions, in addition to interviews conducted by the judging panel. The state award winners included Dr. Jim Taggart OAM, managing director, Taggart Nominees for NSW, Kyle Thompson, financial planner, AON for QLD, Shaun Hunt, financial ...

Coaching tips invigorate adviser roadshow

ALISON BEVEGE  |  WEDNESDAY, 27 JUL 2011
... questionnaire and give it to clients to choose from, he said. "It works really well." At the Roadshow's morning session, Jim Taggart, managing director of the Taggart Group was announced as the NSW winner of the Excellence in Education Award, sponsored ...

Fox elected AFA president

MICHELLE BALTAZAR  |  WEDNESDAY, 27 OCT 2010
... members and represents close to 8,000 'members' through the AFA's association partners and licensees. Outgoing president Jim Taggart and outgoing vice president Kerry Sharp will assist with the handover, said Fox.

Planners urged to address ethics

RUTH LIEW  |  WEDNESDAY, 20 OCT 2010
... themselves why they rank so low on the ethics and honesty scale among Australians who don't seek advice, said the AFA. Jim Taggart, national president of the Association of Financial Advisers, quotes the industry body's Back to Basics research that show ...

AFA unveils chartered fin practitioners

MEDIA RELEASE  |  MONDAY, 26 JUL 2010
... works like a 'mini-MBA' for advisers. In a press statement released this morning, the AFA announced AFA president Jim Taggart, Simone Demedici, Dennis Maddern (winner of the AFA's 2009 Student of the Year Award), Mark Maddern, Lisa Morgan, Zachary Maddern ...
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