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

Search Results

Showing 1 - 5 of 5 results for "Moneywise"

Asset manager hires new chief executive

ELIZA BAVIN  |  WEDNESDAY, 15 APR 2020
... director roles at Barnes Partners, Strategic Accounting Australia, and MCS Accounting Melbourne. He has also held roles at Moneywise Accountants, Marin Accountants and WSC Group. Australian Standfirst is a global investment firm with around 300 staff ...

Former Moneywise duo launch advice firm

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
Two former Moneywise executives have launched a new financial advice business with a focus on authenticity and a mission statement to make advice easier to understand for those who need it. Licensed through Charter Financial Planning, former Moneywise ...

MySuper insurance widely misunderstood

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2016
... decision around whether they want to undertake further insurance outside of super," he said. Australian advice leader for MoneyWise, Cathy Navarro also emphasized the need for less ambiguity around changes made to definitions and more affordable premiums. ...

Advisers shouldn't overlook workplace super

KERRIE SYDEE  |  WEDNESDAY, 27 APR 2016
... to success as a workplace super adviser." Financial adviser Paul Mann, managing director of financial advisory firm Moneywise Global, said his partnership with a workplace super provider has allowed him to better service his clients, grow his client ...

AMPFP turn to IT to boost productivity

MICHELLE BALTAZAR  |  FRIDAY, 6 MAR 2009
... director, said the group has completed a pilot program last year where planners switched from using software programs from Moneywise Technology and VisiPlan into Coin Financial Planning Software. Unlike the previous stand-alone applications, the Coin ...
PAGE:
1