Search Results | Showing 1 - 10 of 20 results for "Licensee Select" |
| | | ... senior roles. He also spent more than four years with BT Financial Group as the NSW/ACT state manager securitor and licensee select, where he coached advice professionals on how to make their business more scalable, saleable and profitable. Prior to ... |
| | | | ... Group), Westpac Financial Planning, St.George Financial Planning and advisers who subscribe to the service through Licensee Select. Meanwhile, the Investment Research & Governance team provides its services across BT's platform, superannuation and proprietary ... |
| | | | ... standards but maintain them as well." Dealer groups that will have access to the tool are Securitor, BT Select and Licensee Select. |
| | | | ... KLW Insurance and Planning. The three winners were licensed under Securitor, while the national winner of the Licensee Select award was DMG Financial. Licensee Select finalists were William Buck Wealth Advisors, from New South Wales, and Moore Stephens ... |
| | | | ... Group and oversees the financial planning businesses of Westpac, St.George, Bank of Melbourne, Bank SA, Securitor, Licensee Select, BT Select and Magnitude. |
| | | | ... advisers, their businesses and the execution of organisational growth," Younger said. Previously Whereat headed Licensee Select, BT Financial Group's dealer services business, and was responsible for business solutions program AdviserNETgain. "RI is ... |
| | | | David Hunt, former group head of licensee select at BT Financial has joined RI Advice as northern region manager. RI's chief executive Paul Campbell said "David is the ideal fit for our business, with proven success in partnering with practices to drive ... |
| | | | BT Financial Group has named Adam McGuren as new national manager for its Licensee Select business. Prior to Licensee Select, McGuren was head of new adviser development at MLC. During his time at MLC he held senior roles in investment platforms, investment ... |
| | | | ... this role Younger held a number of senior roles within the BT Financial Group including head of dealer groups and Licensee Select and head of advice business solutions. In the Sydney-based role Younger will be responsible for all ANZ Wealth licensees ... |
| | | | BT Financial Group's Licensee Select said its "unprecedented growth" has resulted in the appointment of former AMP Financial Planning senior to the role of manager, operations and service delivery. Simon Dutton will be responsible for the ongoing delivery ... |
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